| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 1,536 | $27,847.67 | $30,535.68 | $2,688.01 | 9.65% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,140 | $40,243.86 | $43,099.6 | $2,855.74 | 7.1% |
Lukas Lindgren Abound Wealth Management | 59 | $1,013 | $1,174.39 | $161.39 | 15.93% |
Drew Phillips Fortitude Family Office LLC | 139,125 | $2.42M | $2.77M | $347,452.93 | 14.37% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 24,144 | $452,190.9 | $488,795.28 | $36,604.38 | 8.09% |
Jill Grimes Centurion Wealth Management LLC | 12,397 | $162,802.94 | $249,675.58 | $86,872.64 | 53.36% |
Brian Dechow SWAN Capital LLC | 30 | $578.98 | $607.05 | $28.07 | 4.85% |
Bert D. Barre Colonial Trust Co. / SC | 1,192 | $16,274.65 | $23,911.52 | $7,636.87 | 46.92% |
Daniel Guy Ethos Financial Group LLC | 22,298 | $319,457.92 | $449,639.17 | $130,181.25 | 40.75% |
Victoria Latham Fiduciary Alliance LLC | 44,041 | $811,329.53 | $888,967.58 | $77,638.05 | 9.57% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 100,168 | $1.48M | $2.02M | $534,600.64 | 36.02% |
Loni Adams Daymark Wealth Partners LLC | 166,770 | $2.8M | $3.36M | $559,998.33 | 20% |
Jade Franke Retirement Investment Advisors Inc. | 28,467 | $484,718.28 | $568,058.98 | $83,340.7 | 17.19% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 35,615 | $548,161.79 | $711,943.85 | $163,782.06 | 29.88% |
Lucas Mosher SP Asset Management LLC | 31,686 | $571,274.14 | $633,720 | $62,445.86 | 10.93% |
| BP Brett Pohl Kingdom Financial Group LLC | 123 | $2,043.04 | $2,478.45 | $435.41 | 21.31% |
Sue Oleari Trifecta Capital Advisors LLC | 32,300 | $526,268.75 | $651,491 | $125,222.25 | 23.79% |
Amy Hart Phillips Wealth Planners LLC | 12,212 | $239,477.13 | $245,400.14 | $5,923.01 | 2.47% |
Scott Register Register Financial Advisors LLC | 18,735 | $241,429.56 | $377,416.57 | $135,987.01 | 56.33% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 12,913 | $251,230.33 | $257,033.26 | $5,802.93 | 2.31% |