| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 4 | $629.79 | $668.02 | $38.23 | 6.07% |
Drew Phillips Fortitude Family Office LLC | 143 | $20,885.13 | $23,912.46 | $3,027.33 | 14.5% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,896 | $260,962.54 | $316,006.32 | $55,043.78 | 21.09% |
Brian Dechow SWAN Capital LLC | 9 | $1,033 | $1,500.03 | $467.03 | 45.21% |
Bert D. Barre Colonial Trust Co. / SC | 639 | $87,567.7 | $106,323.21 | $18,755.51 | 21.42% |
Loni Adams Daymark Wealth Partners LLC | 21,382 | $2.34M | $3.6M | $1.26M | 53.87% |
Brian Matter Creative Capital Management Investments LLC | 30 | $5,554.2 | $5,016.6 | -$537.6 | -9.68% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,296 | $203,926 | $214,669.44 | $10,743.44 | 5.27% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,882 | $634,032.46 | $653,107.68 | $19,075.22 | 3.01% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,490 | $220,594.82 | $246,803.6 | $26,208.78 | 11.88% |
Matthew C. Jessup Jessup Wealth Management Inc. | 11,507 | $1.18M | $1.92M | $739,439.72 | 62.82% |
Moises Valladares Insigneo Advisory Services LLC | 1,281 | $209,139.01 | $214,657.17 | $5,518.16 | 2.64% |
| LK Lenny Kisin Applied Capital LLC/FL | 11,500 | $1.18M | $1.92M | $739,216.13 | 62.56% |
David Smith Linden Thomas Advisory Services LLC | 4,222 | $443,026.64 | $703,680.74 | $260,654.1 | 58.83% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,919 | $284,077.08 | $483,503.16 | $199,426.08 | 70.2% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 8 | $1,259 | $1,340.68 | $81.68 | 6.49% |
Kevin Kroskey True Wealth Design LLC | 342 | $49,831.73 | $57,189.24 | $7,357.51 | 14.76% |
Jill Batley Gateway Wealth Partners LLC | 1,420 | $223,438.27 | $241,684 | $18,245.73 | 8.17% |
David Kronour Kapstone Financial Advisors LLC | 2,539 | $259,968.21 | $420,559.96 | $160,591.75 | 61.77% |
Lison Couture iA Global Asset Management Inc. | 7,260 | $1.15M | $1.21M | $62,259.91 | 5.42% |