| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 4 | $924.86 | $1,191.16 | $266.3 | 28.79% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,588 | $1.33M | $1.63M | $303,632.6 | 22.85% |
Bert D. Barre Colonial Trust Co. / SC | 26,284 | $5.43M | $7.68M | $2.25M | 41.42% |
Daniel Guy Ethos Financial Group LLC | 1,459 | $321,889.35 | $426,217.67 | $104,328.32 | 32.41% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,327 | $483,500.79 | $679,786.51 | $196,285.72 | 40.6% |
Victoria Latham Fiduciary Alliance LLC | 2,104 | $482,247.41 | $614,641.52 | $132,394.11 | 27.45% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,939 | $901,196.64 | $1.16M | $255,805.83 | 28.39% |
Loni Adams Daymark Wealth Partners LLC | 23,106 | $4.79M | $6.75M | $1.96M | 40.95% |
Brian Matter Creative Capital Management Investments LLC | 136 | $28,820.14 | $39,729.68 | $10,909.54 | 37.85% |
Michael Snyder Beaumont Financial Advisors LLC | 3,699 | $782,014.65 | $1.08M | $298,574.22 | 38.18% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,456 | $355,828.66 | $425,341.28 | $69,512.62 | 19.54% |
Holly Skipper Verum Partners LLC | 870 | $211,785 | $254,153.1 | $42,368.1 | 20.01% |
Belena Vincetti Fortis Capital Advisors LLC | 998 | $243,499.13 | $291,545.74 | $48,046.61 | 19.73% |
Patrick D. Hayes Canopy Partners LLC | 2,269 | $556,173.79 | $662,842.97 | $106,669.18 | 19.18% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 751 | $204,272 | $219,389.63 | $15,117.63 | 7.4% |
Sheryl Stephens Stephens Consulting LLC | 135 | $33,685.98 | $39,437.55 | $5,751.57 | 17.07% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,684 | $381,236.98 | $501,478.36 | $120,241.38 | 31.54% |
| BS Ben Salamian Arvin Capital Management LP | 98,499 | $26.79M | $29.33M | $2.54M | 9.48% |
Dennis Wallace Fortune Financial Advisors LLC | 6,463 | $1.57M | $1.89M | $316,139.07 | 20.11% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,135 | $263,519.41 | $331,567.55 | $68,048.14 | 25.82% |