| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 499 | $66,353.78 | $80,912.85 | $14,559.07 | 21.94% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,803 | $530,700.34 | $775,540.41 | $244,840.07 | 46.14% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,839 | $1.18M | $1.9M | $724,035.62 | 61.6% |
Bert D. Barre Colonial Trust Co. / SC | 1,645 | $213,095.92 | $264,433.75 | $51,337.83 | 24.09% |
Daniel Guy Ethos Financial Group LLC | 1,762 | $221,809.73 | $282,342.88 | $60,533.15 | 27.29% |
Victoria Latham Fiduciary Alliance LLC | 9,304 | $1.17M | $1.49M | $317,138.94 | 27.02% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,606 | $573,094.43 | $739,147.85 | $166,053.42 | 28.97% |
Loni Adams Daymark Wealth Partners LLC | 66,414 | $6.53M | $10.63M | $4.1M | 62.74% |
Brian Matter Creative Capital Management Investments LLC | 55 | $7,768.95 | $8,918.25 | $1,149.3 | 14.79% |
Michael Snyder Beaumont Financial Advisors LLC | 2,373 | $235,906.14 | $380,807.17 | $144,901.03 | 61.42% |
Erik Brenner Hilltop Partners LLC | 10,031 | $1.16M | $1.63M | $474,187.16 | 40.88% |
Holly Skipper Verum Partners LLC | 1,422 | $203,559 | $231,373.62 | $27,814.62 | 13.66% |
Patrick D. Hayes Canopy Partners LLC | 4,477 | $469,438.35 | $723,483.2 | $254,044.85 | 54.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,395 | $583,247.83 | $703,617.52 | $120,369.69 | 20.64% |
Sue Oleari Trifecta Capital Advisors LLC | 100 | $11,016.01 | $16,055 | $5,038.99 | 45.74% |
Amy Hart Phillips Wealth Planners LLC | 2,442 | $309,630.61 | $395,823.78 | $86,193.17 | 27.84% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 18,178 | $2.14M | $2.91M | $771,417.82 | 36.02% |
Timothy J. Videnka Forza Wealth Management LLC | 17,941 | $1.74M | $2.92M | $1.18M | 67.49% |
Amy Ardeel Icon Wealth Advisors LLC | 8,129 | $986,359 | $1.31M | $319,320.98 | 32.37% |
John J. Edwards Breed's Hi LLCapital LLC | 4,009 | $390,196.31 | $653,948.08 | $263,751.77 | 67.59% |