| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DJS Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,553 | $545,027.47 | $562,170.6 | $17,143.13 | 3.15% |
| LL Lukas Lindgren Abound Wealth Management | 380 | $75,487.36 | $84,633.6 | $9,146.24 | 12.12% |
| DP Drew Phillips Fortitude Family Office LLC | 1,572 | $381,891.97 | $347,726.4 | -$34,165.57 | -8.95% |
| MZ Matthew Zienty Cardinal Point Capital Management ULC | 1,970 | $413,228.89 | $438,758.4 | $25,529.51 | 6.18% |
| SC Scott Crane Crane Advisory LLC | 1,702 | $227,098.54 | $375,529.28 | $148,430.74 | 65.36% |
| AN Alex Nunnamaker Schechter Investment Advisors LLC | 1,764 | $399,737.38 | $392,878.08 | -$6,859.3 | -1.72% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 25,892 | $5.23M | $5.72M | $497,895.69 | 9.53% |
| BD Brian Dechow SWAN Capital LLC | 353 | $64,154.54 | $77,931.81 | $13,777.27 | 21.48% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,280 | $448,446.32 | $503,948.4 | $55,502.08 | 12.38% |
| BDB Bert D. Barre Colonial Trust Co. / SC | 1,101 | $206,775.98 | $243,067.77 | $36,291.79 | 17.55% |
| VL Victoria Latham Fiduciary Alliance LLC | 7,246 | $1.46M | $1.61M | $157,750.54 | 10.83% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,051 | $738,180.05 | $898,066.19 | $159,886.14 | 21.66% |
| LA Loni Adams Daymark Wealth Partners LLC | 7,683 | $1.56M | $1.71M | $153,727.78 | 9.87% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 1,409 | $274,190.43 | $312,290.76 | $38,100.33 | 13.9% |
| BV Belena Vincetti Fortis Capital Advisors LLC | 4,801 | $955,543 | $1.07M | $113,735.72 | 11.9% |
| JDM Jeffrey D. Munjack JDM Financial Group LLC | 395 | $76,383.85 | $87,279.2 | $10,895.35 | 14.26% |
| PDH Patrick D. Hayes Canopy Partners LLC | 1,367 | $336,344.52 | $304,458.24 | -$31,886.28 | -9.48% |
| AL Adam Laibson Mainsail Financial Group LLC | 1,471 | $351,390.06 | $324,561.44 | -$26,828.62 | -7.63% |
| SS Sheryl Stephens Stephens Consulting LLC | 8,022 | $1.74M | $1.77M | $32,872.17 | 1.89% |
| JS Jeffrey Starkey Kooman & Associates | 1,051 | $226,960.71 | $232,239.47 | $5,278.76 | 2.33% |