| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 448 | $33,228 | $37,871.68 | $4,643.68 | 13.98% |
Rebecca Sierp WPWealth LLP | 12,835 | $910,383.62 | $1.09M | $174,623.1 | 19.18% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 45,296 | $2.45M | $3.7M | $1.25M | 51.02% |
Lukas Lindgren Abound Wealth Management | 1,730 | $125,322 | $141,150.7 | $15,828.7 | 12.63% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,773 | $192,174.84 | $307,839.07 | $115,664.23 | 60.19% |
Bert D. Barre Colonial Trust Co. / SC | 166 | $7,571.46 | $14,031.98 | $6,460.52 | 85.33% |
Bridget Davis Cedar Point Capital Partners LLC | 150,759 | $8.07M | $12.3M | $4.24M | 52.51% |
Christopher D. Rich EnRich Financial Partners LLC | 96,228 | $5.11M | $7.85M | $2.75M | 53.78% |
Lyndsay Goody Onyx Financial Advisors LLC | 15,416 | $641,617.48 | $1.26M | $616,173.96 | 96.03% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,200 | $917,728 | $913,808 | -$3,920 | -0.43% |
Belena Vincetti Fortis Capital Advisors LLC | 11,074 | $651,705 | $903,527.66 | $251,822.66 | 38.64% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 12,158 | $563,085.84 | $991,971.22 | $428,885.38 | 76.17% |
| BG Becki Goebel TCP Asset Management LLC | 474,753 | $24M | $38.74M | $14.73M | 61.38% |
Nelson J. Lam LAM GROUP Inc. | 39,042 | $1.63M | $3.19M | $1.56M | 95.89% |
Lucas Mosher SP Asset Management LLC | 13,152 | $555,454.92 | $1.07M | $517,616.76 | 93.19% |
Stephen Smith Kestra Investment Management LLC | 182,065 | $13.04M | $15.36M | $2.31M | 17.71% |
Bree Pate Olisti Co. Wealth LLC | 3,474 | $224,244.55 | $283,443.66 | $59,199.11 | 26.4% |
Steve Alexandrowski GEM Asset Management LLC | 251,755 | $12.44M | $20.54M | $8.1M | 65.08% |
Joseph A. Feste KM Capital Management Ltd. | 443,216 | $21.25M | $37.65M | $16.4M | 77.18% |
Robin Sherwood HTG Investment Advisors Inc. | 57,578 | $2.4M | $4.86M | $2.46M | 102.69% |