| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 8,838 | $752,623.63 | $933,116.04 | $180,492.41 | 23.98% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 3,691 | $359,648.72 | $389,695.78 | $30,047.06 | 8.35% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,953 | $755,902.8 | $839,677.74 | $83,774.94 | 11.08% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,117 | $924,137.47 | $1.38M | $460,755.39 | 49.86% |
Jill Grimes Centurion Wealth Management LLC | 2,999 | $214,720.09 | $316,634.42 | $101,914.33 | 47.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 16,092 | $1.11M | $1.7M | $589,932.72 | 53.19% |
Bert D. Barre Colonial Trust Co. / SC | 11,628 | $924,280.18 | $1.26M | $331,660.12 | 35.88% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 31,030 | $2.42M | $3.28M | $860,031.64 | 35.6% |
Daniel Guy Ethos Financial Group LLC | 185,393 | $15.3M | $19.57M | $4.27M | 27.92% |
Victoria Latham Fiduciary Alliance LLC | 2,828 | $239,949.39 | $298,580.24 | $58,630.85 | 24.43% |
| RDL Rodrigo De La Garza Summa Corp. | 3,601 | $374,072 | $386,855.43 | $12,783.43 | 3.42% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,160 | $399,484.89 | $451,360 | $51,875.11 | 12.99% |
Loni Adams Daymark Wealth Partners LLC | 30,528 | $2.29M | $3.22M | $928,390.15 | 40.46% |
Jessica Thayer Unique Wealth LLC | 360,925 | $28.38M | $38.11M | $9.72M | 34.25% |
Brian Matter Creative Capital Management Investments LLC | 3,095 | $222,405.24 | $326,770.1 | $104,364.86 | 46.93% |
Michael Snyder Beaumont Financial Advisors LLC | 10,195 | $680,756.24 | $1.08M | $395,631.86 | 58.12% |
Jade Franke Retirement Investment Advisors Inc. | 2,342 | $241,788 | $247,268.36 | $5,480.36 | 2.27% |
Holly Skipper Verum Partners LLC | 5,378 | $396,051.09 | $567,809.24 | $171,758.15 | 43.37% |
Belena Vincetti Fortis Capital Advisors LLC | 11,908 | $1.05M | $1.26M | $211,656.37 | 20.24% |
Jeffrey D. Munjack JDM Financial Group LLC | 6,458 | $424,942.09 | $700,370.1 | $275,428.01 | 64.82% |