| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 23,041 | $978,751.26 | $2.32M | $1.34M | 136.82% |
Brook Hart Presilium Private Wealth LLC | 7,375 | $662,644 | $677,246.25 | $14,602.25 | 2.2% |
Rodrigo Diaz Plan Group Financial LLC | 6,595 | $436,651.86 | $605,618.85 | $168,966.99 | 38.7% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 13,922 | $1.01M | $1.28M | $268,199.25 | 26.55% |
Mariana Coli Dunhill Financial LLC | 118,022 | $7.22M | $11.55M | $4.32M | 59.86% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 15,338 | $921,835.67 | $1.41M | $486,652.87 | 52.79% |
Lukas Lindgren Abound Wealth Management | 109 | $4,397.3 | $10,009.47 | $5,612.17 | 127.63% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 11,945 | $927,181.21 | $1.1M | $169,728.14 | 18.31% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 40,625 | $3.01M | $3.73M | $720,998.7 | 23.96% |
Bert D. Barre Colonial Trust Co. / SC | 66 | $4,715.7 | $6,639.6 | $1,923.9 | 40.8% |
Daniel Guy Ethos Financial Group LLC | 34,597 | $2.48M | $3.18M | $693,128.65 | 27.9% |
Victoria Latham Fiduciary Alliance LLC | 29,008 | $2.53M | $2.66M | $128,873.92 | 5.08% |
| RDL Rodrigo De La Garza Summa Corp. | 2,500 | $229,575 | $229,575 | - | - |
Loni Adams Daymark Wealth Partners LLC | 33,214 | $2.11M | $3.05M | $943,333.57 | 44.78% |
Belena Vincetti Fortis Capital Advisors LLC | 3,539 | $317,979 | $324,986.37 | $7,007.37 | 2.2% |
Jeffrey D. Munjack JDM Financial Group LLC | 531 | $42,271.75 | $51,926.49 | $9,654.74 | 22.84% |
Adam Laibson Mainsail Financial Group LLC | 63,814 | $3.41M | $5.86M | $2.45M | 71.61% |
Marc White Clarendon Private LLC | 3,078 | $276,540 | $282,652.74 | $6,112.74 | 2.21% |
Sheryl Stephens Stephens Consulting LLC | 540 | $29,227.15 | $49,588.2 | $20,361.05 | 69.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,396 | $346,262.27 | $430,148.6 | $83,886.33 | 24.23% |