| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Saltaformaggio Hibernia Wealth Partners LLC | 12,438 | $4.93M | $4.62M | -$308,130.77 | -6.25% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,317 | $955,223.25 | $1.23M | $277,174.96 | 29.02% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,312 | $2.17M | $4.57M | $2.4M | 110.53% |
Scott Crane Crane Advisory LLC | 2,108 | $410,227.24 | $783,206.34 | $372,979.1 | 90.92% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,909 | $370,128.29 | $709,269.88 | $339,141.59 | 91.63% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 1,206 | $428,696.82 | $448,077.25 | $19,380.43 | 4.52% |
Brian Dechow SWAN Capital LLC | 93 | $37,864.2 | $34,553.22 | -$3,310.98 | -8.74% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 867 | $252,876.21 | $322,125.19 | $69,248.98 | 27.38% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 7,347 | $1.54M | $2.96M | $1.41M | 91.63% |
Bert D. Barre Colonial Trust Co. / SC | 5,051 | $1.1M | $1.88M | $772,479.83 | 69.96% |
Daniel Guy Ethos Financial Group LLC | 26,833 | $8.56M | $9.97M | $1.41M | 16.43% |
Victoria Latham Fiduciary Alliance LLC | 2,883 | $653,766.29 | $1.07M | $417,383.56 | 63.84% |
| RDL Rodrigo De La Garza Summa Corp. | 3,788 | $1.35M | $1.48M | $129,436.18 | 9.61% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,232 | $382,339.41 | $457,737.29 | $75,397.88 | 19.72% |
Loni Adams Daymark Wealth Partners LLC | 5,804 | $1.81M | $2.16M | $347,078.61 | 19.18% |
Stephen Cheifetz Kades & Cheifetz LLC | 976 | $200,783 | $362,623.05 | $161,840.05 | 80.6% |
Brian Matter Creative Capital Management Investments LLC | 521 | $164,334.17 | $193,572.35 | $29,238.18 | 17.79% |
Michael Snyder Beaumont Financial Advisors LLC | 2,887 | $648,968.99 | $1.07M | $423,667.02 | 65.28% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,963 | $1.64M | $1.47M | -$169,159.63 | -10.3% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 15,833 | $6.21M | $5.88M | -$324,434.34 | -5.23% |