| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Jo Stasco Lantern Wealth Advisors LLC | 365 | $205,627.07 | $216,324.54 | $10,697.47 | 5.2% |
Lukas Lindgren Abound Wealth Management | 480 | $297,602.06 | $284,481.59 | -$13,120.47 | -4.41% |
Drew Phillips Fortitude Family Office LLC | 219 | $115,626.08 | $129,794.73 | $14,168.65 | 12.25% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,319 | $819,555.16 | $1.37M | $554,846.52 | 67.7% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,822 | $1.33M | $1.67M | $346,182.84 | 26.1% |
Bert D. Barre Colonial Trust Co. / SC | 3,567 | $1.42M | $2.17M | $753,308.23 | 53.05% |
Daniel Guy Ethos Financial Group LLC | 499 | $233,172.57 | $295,742.32 | $62,569.75 | 26.83% |
Bridget Davis Cedar Point Capital Partners LLC | 1,738 | $707,899.24 | $1.03M | $322,161.19 | 45.51% |
Richard S. Levenson Western Financial Corp./CA | 1,287 | $731,715.37 | $762,766.26 | $31,050.89 | 4.24% |
Victoria Latham Fiduciary Alliance LLC | 5,587 | $3.18M | $3.31M | $131,160.44 | 4.12% |
| RDL Rodrigo De La Garza Summa Corp. | 490 | $249,160 | $301,271.6 | $52,111.6 | 20.91% |
Mark Meredith Meredith Wealth Planning | 401 | $226,164.74 | $237,660.66 | $11,495.92 | 5.08% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,375 | $597,398.23 | $852,183.78 | $254,785.55 | 42.65% |
Loni Adams Daymark Wealth Partners LLC | 6,179 | $2.48M | $3.66M | $1.19M | 47.95% |
Jessica Thayer Unique Wealth LLC | 332 | $210,385 | $196,766.43 | -$13,618.57 | -6.47% |
Brian Matter Creative Capital Management Investments LLC | 63 | $29,997.54 | $37,338.21 | $7,340.67 | 24.47% |
Michael Snyder Beaumont Financial Advisors LLC | 4,729 | $2.02M | $2.8M | $779,299.43 | 38.51% |
Holly Skipper Verum Partners LLC | 809 | $513,097 | $479,470.01 | -$33,626.99 | -6.55% |
Belena Vincetti Fortis Capital Advisors LLC | 3,936 | $2.23M | $2.33M | $101,891.25 | 4.57% |
Patrick D. Hayes Canopy Partners LLC | 1,507 | $622,541.3 | $893,153.66 | $270,612.36 | 43.47% |