| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 211 | $6,173.86 | $14,687.71 | $8,513.85 | 137.9% |
Mariana Coli Dunhill Financial LLC | 700 | $39,970.09 | $49,042 | $9,071.91 | 22.7% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 548 | $31,970.26 | $37,998.32 | $6,028.06 | 18.86% |
Lukas Lindgren Abound Wealth Management | 160 | $8,579.84 | $11,196 | $2,616.16 | 30.49% |
Drew Phillips Fortitude Family Office LLC | 1,345 | $82,750.94 | $94,230.7 | $11,479.76 | 13.87% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,171 | $453,933.2 | $778,227.71 | $324,294.51 | 71.44% |
Brian Dechow SWAN Capital LLC | 80 | $3,780.06 | $5,570.4 | $1,790.34 | 47.36% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 10,575 | $561,424.04 | $737,130.37 | $175,706.33 | 31.3% |
Bert D. Barre Colonial Trust Co. / SC | 840 | $36,425.11 | $58,153.2 | $21,728.09 | 59.65% |
Daniel Guy Ethos Financial Group LLC | 3,795 | $192,768.08 | $264,283.8 | $71,515.72 | 37.1% |
Richard S. Levenson Western Financial Corp./CA | 12,366 | $730,289.46 | $869,144.31 | $138,854.85 | 19.01% |
Victoria Latham Fiduciary Alliance LLC | 90,087 | $5.71M | $6.27M | $558,830.75 | 9.78% |
Loni Adams Daymark Wealth Partners LLC | 19,300 | $900,786.09 | $1.34M | $436,800.41 | 48.49% |
Brian Matter Creative Capital Management Investments LLC | 88 | $5,534.32 | $6,165.28 | $630.96 | 11.4% |
Erik Brenner Hilltop Partners LLC | 4,319 | $257,379.36 | $306,864.95 | $49,485.59 | 19.23% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 19,382 | $843,040.06 | $1.37M | $523,197.12 | 62.06% |
Belena Vincetti Fortis Capital Advisors LLC | 22,207 | $1.31M | $1.55M | $247,608.05 | 18.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 43 | $2,527.55 | $2,980.11 | $452.56 | 17.91% |
Stephen Smith Kestra Investment Management LLC | 8,593 | $540,422 | $598,846.17 | $58,424.17 | 10.81% |
Sue Oleari Trifecta Capital Advisors LLC | 34 | $1,267.92 | $2,369.12 | $1,101.2 | 86.85% |