| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 117 | $3,998 | $4,752.54 | $754.54 | 18.87% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 28,656 | $848,140.9 | $1.13M | $283,771.1 | 33.46% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 24,021 | $821,560.48 | $948,829.5 | $127,269.02 | 15.49% |
Bert D. Barre Colonial Trust Co. / SC | 2,046 | $86,607.18 | $82,863 | -$3,744.18 | -4.32% |
Loni Adams Daymark Wealth Partners LLC | 9,448 | $306,809.95 | $373,196 | $66,386.05 | 21.64% |
Stephen Smith Kestra Investment Management LLC | 483,526 | $16.27M | $19.95M | $3.68M | 22.61% |
Bree Pate Olisti Co. Wealth LLC | 22,689 | $552,315.19 | $896,215.5 | $343,900.31 | 62.27% |
Salvatore Cocivera Cora Capital Advisors LLC | 7,393 | $260,921.7 | $292,023.5 | $31,101.8 | 11.92% |
Moises Valladares Insigneo Advisory Services LLC | 8,467 | $255,280.07 | $349,517.76 | $94,237.69 | 36.92% |
David Gutierrez Gutierrez Wealth Advisory LLC | 237,285 | $7.07M | $9.37M | $2.3M | 32.61% |
Jeffrey Steele Silverlake Wealth Management LLC | 81,027 | $2.19M | $3.31M | $1.12M | 50.98% |
Jill Batley Gateway Wealth Partners LLC | 250,084 | $8.3M | $9.88M | $1.58M | 18.97% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 5,201 | $150,547.1 | $212,616.88 | $62,069.78 | 41.23% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 266,143 | $8.59M | $10.99M | $2.39M | 27.85% |
Ian Laterreur Ergawealth Advisors Inc. | 495,244 | $16.73M | $20.12M | $3.38M | 20.23% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 894 | $26,320 | $35,313 | $8,993 | 34.17% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 50,588 | $1.78M | $2M | $222,182.44 | 12.51% |
Eugene Donato KENNEDY INVESTMENT GROUP | 28,124 | $1.13M | $1.11M | -$23,257.7 | -2.05% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 51,741 | $1.53M | $2.1M | $569,400.86 | 37.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 99,011 | $3.42M | $3.91M | $492,334.32 | 14.4% |