| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 8,509 | $470,037.16 | $536,875.35 | $66,838.19 | 14.22% |
| PJ Peter Joers Avos Capital Management LLC | 15,711 | $897,140.14 | $990,735.66 | $93,595.52 | 10.43% |
Mariana Coli Dunhill Financial LLC | 53 | $2,957.61 | $3,344.03 | $386.42 | 13.07% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 16,050 | $790,362.09 | $1.01M | $221,750.91 | 28.06% |
Bert D. Barre Colonial Trust Co. / SC | 728 | $35,555.81 | $45,936.8 | $10,380.99 | 29.2% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 3,361 | $201,996 | $212,062.29 | $10,066.29 | 4.98% |
Jonathan Seed Seed Wealth Management Inc. | 4,800 | $211,152 | $302,350.08 | $91,198.08 | 43.19% |
Brendan G. Moody Watershed Private Wealth LLC | 8,356 | $367,898.26 | $518,322.67 | $150,424.41 | 40.89% |
| SO Sean O'Reilly Ffg Retirement Advisors LLC | 35,756 | $1.63M | $2.26M | $632,885.37 | 38.82% |
| PIL PFG Investments LLC PFG Investments LLC | 6,047 | $284,619.47 | $381,444.76 | $96,825.29 | 34.02% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 122,017 | $5.94M | $7.57M | $1.63M | 27.43% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 279 | $12,859.09 | $17,599.32 | $4,740.23 | 36.86% |
John Shanley Aspect Partners, LLC | 3,364 | $167,931 | $214,185.88 | $46,254.88 | 27.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,613 | $390,191.71 | $472,234.38 | $82,042.67 | 21.03% |
Matthew J. Syverson Sound Stewardship, LLC | 37,097 | $1.75M | $2.34M | $584,568.42 | 33.39% |
James Rankin Modern Wealth Management, LLC | 4,180 | $216,775 | $263,549 | $46,774 | 21.58% |
Benj Foor Frazier Financial Advisors, LLC | 157 | $7,585 | $9,898.85 | $2,313.85 | 30.51% |
United Advisor Group LLC United Advisor Group, LLC | 54,193 | $2.78M | $3.42M | $636,672.49 | 22.9% |
| WG William Garver Leibman Financial Services, Inc. | 80,367 | $4.7M | $5M | $296,499.58 | 6.31% |
Steven JE Manders BKM Wealth Management, LLC | 79,171 | $3.97M | $4.99M | $1.03M | 25.87% |