| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 125 | $4,386.7 | $6,300 | $1,913.3 | 43.62% |
Drew Phillips Fortitude Family Office LLC | 1,968 | $79,261.07 | $99,187.2 | $19,926.13 | 25.14% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,950 | $411,315.17 | $652,680 | $241,364.83 | 58.68% |
Brian Dechow SWAN Capital LLC | 42 | $1,370.68 | $2,103.36 | $732.68 | 53.45% |
Bert D. Barre Colonial Trust Co. / SC | 19,640 | $541,510.19 | $984,356.8 | $442,846.61 | 81.78% |
Victoria Latham Fiduciary Alliance LLC | 4,681 | $222,484 | $235,922.4 | $13,438.4 | 6.04% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 110,493 | $3.51M | $5.53M | $2.02M | 57.65% |
Loni Adams Daymark Wealth Partners LLC | 17,022 | $616,588.12 | $857,908.8 | $241,320.68 | 39.14% |
Jessica Thayer Unique Wealth LLC | 4,664 | $221,679 | $235,065.6 | $13,386.6 | 6.04% |
Brian Matter Creative Capital Management Investments LLC | 544 | $19,875.72 | $27,417.6 | $7,541.88 | 37.95% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 12,859 | $545,465.65 | $648,093.6 | $102,627.95 | 18.81% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 4,111 | $195,395.83 | $207,194.4 | $11,798.57 | 6.04% |
Holly Skipper Verum Partners LLC | 7,695 | $233,921.29 | $387,828 | $153,906.71 | 65.79% |
Marc White Clarendon Private LLC | 13,478 | $508,441.79 | $679,291.2 | $170,849.41 | 33.6% |
| JS Jeffrey Starkey Kooman & Associates | 4,508 | $214,265 | $227,203.2 | $12,938.2 | 6.04% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 13,800 | $450,350.92 | $695,520 | $245,169.08 | 54.44% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,364 | $98,103.14 | $118,814.64 | $20,711.5 | 21.11% |
Sue Oleari Trifecta Capital Advisors LLC | 2,100 | $71,495.54 | $105,840 | $34,344.46 | 48.04% |
Scott Register Register Financial Advisors LLC | 12,894 | $463,455.79 | $649,857.6 | $186,401.81 | 40.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 65,879 | $2.34M | $3.3M | $960,331.56 | 41.06% |