| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 585 | $248,492.43 | $223,551.9 | -$24,940.53 | -10.04% |
Drew Phillips Fortitude Family Office LLC | 284 | $93,140.86 | $108,689.64 | $15,548.78 | 16.69% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 12,438 | $4.93M | $4.74M | -$191,462.45 | -3.88% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,317 | $955,223.25 | $1.25M | $291,935.55 | 30.56% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,312 | $2.17M | $4.63M | $2.46M | 113.06% |
Scott Crane Crane Advisory LLC | 1,687 | $333,091.62 | $641,397.4 | $308,305.78 | 92.56% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,909 | $370,128.29 | $717,764.89 | $347,636.6 | 93.92% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 1,206 | $428,696.82 | $458,430.75 | $29,733.93 | 6.94% |
Brian Dechow SWAN Capital LLC | 265 | $101,225.76 | $99,637.35 | -$1,588.41 | -1.57% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 867 | $252,876.21 | $325,983.32 | $73,107.11 | 28.91% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 7,347 | $1.54M | $2.8M | $1.25M | 81.23% |
Bert D. Barre Colonial Trust Co. / SC | 4,986 | $1.09M | $1.9M | $805,910.74 | 73.78% |
Daniel Guy Ethos Financial Group LLC | 26,833 | $8.56M | $10.09M | $1.53M | 17.83% |
Victoria Latham Fiduciary Alliance LLC | 2,892 | $657,193.85 | $1.09M | $430,169.2 | 65.46% |
| RDL Rodrigo De La Garza Summa Corp. | 3,788 | $1.35M | $1.44M | $97,048.74 | 7.21% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,271 | $396,706.23 | $477,883.28 | $81,177.05 | 20.46% |
Loni Adams Daymark Wealth Partners LLC | 5,804 | $1.81M | $2.21M | $399,807.89 | 22.1% |
Stephen Cheifetz Kades & Cheifetz LLC | 976 | $200,783 | $371,938.96 | $171,155.96 | 85.24% |
Brian Matter Creative Capital Management Investments LLC | 521 | $164,334.17 | $199,391.91 | $35,057.74 | 21.33% |
Michael Snyder Beaumont Financial Advisors LLC | 2,182 | $524,013.57 | $820,410.16 | $296,396.59 | 56.56% |