| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 159 | $94,357.36 | $161,922.42 | $67,565.06 | 71.61% |
Drew Phillips Fortitude Family Office LLC | 463 | $231,608.94 | $471,509.94 | $239,901 | 103.58% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,414 | $1.03M | $1.44M | $409,232.72 | 39.7% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,141 | $1.22M | $3.2M | $1.98M | 163.07% |
Jill Grimes Centurion Wealth Management LLC | 349 | $281,449.61 | $355,414.62 | $73,965.01 | 26.28% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,236 | $1.57M | $4.31M | $2.74M | 174.89% |
Brian Dechow SWAN Capital LLC | 103 | $48,377.04 | $106,832.63 | $58,455.59 | 120.83% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 999 | $459,921.06 | $1.02M | $557,440.56 | 121.2% |
Bert D. Barre Colonial Trust Co. / SC | 10,286 | $3.34M | $10.64M | $7.31M | 219.05% |
Daniel Guy Ethos Financial Group LLC | 930 | $439,980.16 | $947,093.4 | $507,113.24 | 115.26% |
Richard S. Levenson Western Financial Corp./CA | 6,056 | $3.99M | $6.17M | $2.17M | 54.44% |
Victoria Latham Fiduciary Alliance LLC | 2,484 | $1.7M | $2.53M | $831,358.79 | 48.95% |
Gary Dempsey Leslie Global Wealth LLC | 849 | $742,937.05 | $864,604.62 | $121,667.57 | 16.38% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,474 | $4.48M | $7.75M | $3.27M | 72.93% |
Loni Adams Daymark Wealth Partners LLC | 31,236 | $11.27M | $31.81M | $20.54M | 182.28% |
Brian Matter Creative Capital Management Investments LLC | 95 | $63,953.01 | $96,746.1 | $32,793.09 | 51.28% |
Michael Snyder Beaumont Financial Advisors LLC | 635 | $301,283.41 | $646,671.3 | $345,387.89 | 114.64% |
Belena Vincetti Fortis Capital Advisors LLC | 833 | $619,929.63 | $848,310.54 | $228,380.91 | 36.84% |
Jeffrey D. Munjack JDM Financial Group LLC | 80 | $39,608.8 | $84,104.81 | $44,496.01 | 112.34% |
Patrick D. Hayes Canopy Partners LLC | 1,144 | $593,482.7 | $1.17M | $571,544.02 | 96.3% |