| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 480 | $297,602.06 | $313,257.6 | $15,655.54 | 5.26% |
Drew Phillips Fortitude Family Office LLC | 342 | $198,226.69 | $222,529.14 | $24,302.45 | 12.26% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,319 | $819,555.16 | $1.48M | $664,697.6 | 81.1% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,822 | $1.33M | $1.8M | $473,003.58 | 35.66% |
Bert D. Barre Colonial Trust Co. / SC | 3,567 | $1.42M | $2.33M | $914,108.59 | 64.37% |
Daniel Guy Ethos Financial Group LLC | 499 | $233,172.57 | $318,192.34 | $85,019.77 | 36.46% |
Bridget Davis Cedar Point Capital Partners LLC | 1,738 | $707,899.24 | $1.14M | $430,412.55 | 60.8% |
Richard S. Levenson Western Financial Corp./CA | 1,296 | $737,759.68 | $830,995.2 | $93,235.52 | 12.64% |
Victoria Latham Fiduciary Alliance LLC | 5,470 | $3.13M | $3.48M | $353,368.1 | 11.29% |
| RDL Rodrigo De La Garza Summa Corp. | 490 | $249,160 | $320,935.3 | $71,775.3 | 28.81% |
Mark Meredith Meredith Wealth Planning | 336 | $189,515.95 | $215,335.68 | $25,819.73 | 13.62% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,375 | $597,398.23 | $880,357.5 | $282,959.27 | 47.37% |
Loni Adams Daymark Wealth Partners LLC | 6,179 | $2.48M | $3.96M | $1.48M | 59.84% |
Jessica Thayer Unique Wealth LLC | 332 | $210,385 | $213,824.6 | $3,439.6 | 1.63% |
Brian Matter Creative Capital Management Investments LLC | 63 | $29,997.54 | $40,992.21 | $10,994.67 | 36.65% |
Michael Snyder Beaumont Financial Advisors LLC | 4,682 | $2M | $3M | $995,466.78 | 49.69% |
Holly Skipper Verum Partners LLC | 809 | $513,097 | $521,036.45 | $7,939.45 | 1.55% |
Belena Vincetti Fortis Capital Advisors LLC | 3,936 | $2.23M | $2.52M | $289,874.69 | 12.99% |
Patrick D. Hayes Canopy Partners LLC | 1,507 | $622,541.3 | $966,288.4 | $343,747.1 | 55.22% |
Marc White Clarendon Private LLC | 439 | $250,672.24 | $287,883.03 | $37,210.79 | 14.84% |