| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 1,632 | $154,702.69 | $181,478.4 | $26,775.71 | 17.31% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 31,910 | $2.35M | $3.55M | $1.2M | 50.97% |
Bert D. Barre Colonial Trust Co. / SC | 85,892 | $4.69M | $9.55M | $4.86M | 103.53% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 3,656 | $330,924.25 | $406,547.2 | $75,622.95 | 22.85% |
Daniel Guy Ethos Financial Group LLC | 20,174 | $1.84M | $2.24M | $402,942.49 | 21.89% |
Richard S. Levenson Western Financial Corp./CA | 10,983 | $1.2M | $1.22M | $19,652.97 | 1.64% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,344 | $298,351.94 | $594,252.8 | $295,900.86 | 99.18% |
Victoria Latham Fiduciary Alliance LLC | 101,307 | $9.56M | $11.27M | $1.7M | 17.79% |
Gary Dempsey Leslie Global Wealth LLC | 3,286 | $274,379.71 | $365,403.2 | $91,023.49 | 33.17% |
| RDL Rodrigo De La Garza Summa Corp. | 14,537 | $810,274.51 | $1.63M | $817,433.38 | 100.88% |
Mark Meredith Meredith Wealth Planning | 3,906 | $381,928.41 | $434,347.2 | $52,418.79 | 13.72% |
Morgan Carter RFP Financial Group LLC | 48,072 | $4.89M | $5.35M | $453,957.39 | 9.28% |
Kellie Borror Daner Wealth Management LLC | 1,836 | $239,354 | $204,163.2 | -$35,190.8 | -14.7% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 59,151 | $5.39M | $6.58M | $1.19M | 22.06% |
Loni Adams Daymark Wealth Partners LLC | 223,260 | $16.76M | $24.83M | $8.06M | 48.11% |
Jessica Thayer Unique Wealth LLC | 4,910 | $256,202.49 | $545,992 | $289,789.51 | 113.11% |
Stephen Cheifetz Kades & Cheifetz LLC | 8,135 | $389,287.46 | $904,612 | $515,324.54 | 132.38% |
Brian Matter Creative Capital Management Investments LLC | 5,461 | $455,392.82 | $607,263.2 | $151,870.38 | 33.35% |
Michael Snyder Beaumont Financial Advisors LLC | 17,570 | $1.23M | $1.95M | $721,246.57 | 58.52% |
Erik Brenner Hilltop Partners LLC | 30,401 | $2.93M | $3.39M | $460,056.76 | 15.7% |