| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle R. Spahn Spahn Wealth & Retirement LLC | 795 | $390,544 | $449,230.65 | $58,686.65 | 15.03% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 111 | $54,428 | $60,588.24 | $6,160.24 | 11.32% |
Lukas Lindgren Abound Wealth Management | 72 | $24,109.97 | $39,300.48 | $15,190.51 | 63.01% |
Drew Phillips Fortitude Family Office LLC | 180 | $73,246.89 | $98,251.21 | $25,004.32 | 34.14% |
Sherri Cooke Dakota Community Bank & Trust NA | 978 | $268,842.96 | $533,831.55 | $264,988.59 | 98.57% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,618 | $680,226.28 | $883,169.17 | $202,942.89 | 29.83% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,234 | $374,791.38 | $673,566.6 | $298,775.22 | 79.72% |
Brian Dechow SWAN Capital LLC | 10 | $4,588 | $5,650.7 | $1,062.7 | 23.16% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,056 | $420,729.21 | $576,407.07 | $155,677.86 | 37% |
Bert D. Barre Colonial Trust Co. / SC | 665 | $265,345.33 | $370,757.47 | $105,412.14 | 39.73% |
Loni Adams Daymark Wealth Partners LLC | 3,150 | $1.37M | $1.72M | $346,646.55 | 25.25% |
Brian Matter Creative Capital Management Investments LLC | 71 | $24,045.4 | $38,754.64 | $14,709.24 | 61.17% |
Erik Brenner Hilltop Partners LLC | 4,002 | $1.49M | $2.22M | $729,441.21 | 49.09% |
Belena Vincetti Fortis Capital Advisors LLC | 1,097 | $487,607.32 | $598,786.51 | $111,179.19 | 22.8% |
Stephen Smith Kestra Investment Management LLC | 9,544 | $4.49M | $5.28M | $791,960.77 | 17.63% |
Sue Oleari Trifecta Capital Advisors LLC | 1,260 | $656,159.87 | $687,758.44 | $31,598.57 | 4.82% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 905 | $399,580.17 | $511,388.35 | $111,808.18 | 27.98% |
Justin Halverson Great Waters Wealth Management | 819 | $257,844.81 | $447,042.98 | $189,198.17 | 73.38% |
Moises Valladares Insigneo Advisory Services LLC | 1,363 | $465,454.6 | $776,282.99 | $310,828.39 | 66.78% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 4,331 | $1.36M | $2.41M | $1.06M | 77.66% |