| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 268 | $21,724.58 | $23,093.56 | $1,368.98 | 6.3% |
Drew Phillips Fortitude Family Office LLC | 43 | $3,483.43 | $3,705.31 | $221.88 | 6.37% |
Bert D. Barre Colonial Trust Co. / SC | 525 | $33,259.2 | $46,172.17 | $12,912.97 | 38.83% |
Christopher Casanega Sharper & Granite LLC | 14,493 | $850,554.55 | $1.25M | $398,307.26 | 46.83% |
Benjamin Cannon Tillman Hartley LLC | 6,458 | $378,400.46 | $564,334.27 | $185,933.81 | 49.14% |
Courtney Holt Compound Planning, Inc. | 85,401 | $5.56M | $7.36M | $1.8M | 32.34% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,742 | $163,039.75 | $236,278.14 | $73,238.39 | 44.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,659 | $695,388.05 | $832,316.03 | $136,927.98 | 19.69% |
Matthew J. Syverson Sound Stewardship, LLC | 7,376 | $428,137.29 | $635,589.92 | $207,452.63 | 48.45% |
MICHAEL DE LUZ Williams & Novak, LLC | 5,353 | $341,765.09 | $461,268.01 | $119,502.92 | 34.97% |
Benj Foor Frazier Financial Advisors, LLC | 2,514 | $160,764.6 | $222,363.3 | $61,598.7 | 38.32% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 10,580 | $677,172.13 | $911,678.6 | $234,506.47 | 34.63% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,806 | $135,779.24 | $155,623.02 | $19,843.78 | 14.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5 | $407.34 | $440.75 | $33.41 | 8.2% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 9,664 | $756,579.99 | $832,746.88 | $76,166.89 | 10.07% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 35,382 | $2.25M | $3.05M | $793,920.54 | 35.21% |
Douglas E. Morisoli Fairman Group, LLC | 1,820 | $117,177.53 | $156,829.4 | $39,651.87 | 33.84% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 100 | $8,150 | $8,617 | $467 | 5.73% |
Michael D. Kim Marathon Strategic Advisors, LLC | 25,385 | $1.63M | $2.19M | $557,469.55 | 34.2% |
| HAS Hayley A. Snell LRI Investments, LLC | 193,131 | $12.73M | $16.64M | $3.91M | 30.71% |