| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,971 | $1M | $1.65M | $647,027.49 | 64.59% |
Lukas Lindgren Abound Wealth Management | 132 | $37,401.44 | $54,806.4 | $17,404.96 | 46.54% |
Drew Phillips Fortitude Family Office LLC | 410 | $137,858.01 | $170,232 | $32,373.99 | 23.48% |
Sherri Cooke Dakota Community Bank & Trust NA | 570 | $120,803.2 | $236,664.01 | $115,860.81 | 95.91% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,195 | $451,223.79 | $496,164.01 | $44,940.22 | 9.96% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,848 | $9.64M | $11.15M | $1.51M | 15.68% |
Jill Grimes Centurion Wealth Management LLC | 1,246 | $321,907.17 | $517,339.21 | $195,432.04 | 60.71% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,369 | $537,415.85 | $1.4M | $861,392.98 | 160.28% |
Brian Dechow SWAN Capital LLC | 20 | $7,153.53 | $9,199.2 | $2,045.67 | 28.6% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,600 | $367,444.34 | $664,320.02 | $296,875.68 | 80.79% |
Bert D. Barre Colonial Trust Co. / SC | 23,158 | $3.63M | $10.64M | $7.01M | 193.04% |
Daniel Guy Ethos Financial Group LLC | 1,985 | $583,598 | $824,172.02 | $240,574.02 | 41.22% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 704 | $251,321.33 | $292,300.81 | $40,979.48 | 16.31% |
Victoria Latham Fiduciary Alliance LLC | 23,864 | $4.91M | $9.91M | $5M | 101.82% |
Mark Meredith Meredith Wealth Planning | 561 | $200,653 | $232,927.21 | $32,274.21 | 16.08% |
Kellie Borror Daner Wealth Management LLC | 695 | $251,103.66 | $313,799.46 | $62,695.8 | 24.97% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,429 | $490,446.08 | $657,282.83 | $166,836.75 | 34.02% |
Loni Adams Daymark Wealth Partners LLC | 39,834 | $11.15M | $16.54M | $5.39M | 48.37% |
Jessica Thayer Unique Wealth LLC | 1,267 | $376,866.93 | $526,058.41 | $149,191.48 | 39.59% |
Brian Matter Creative Capital Management Investments LLC | 126 | $31,979.06 | $52,315.2 | $20,336.14 | 63.59% |