| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 7,875 | $285,783.75 | $365,793.75 | $80,010 | 28% |
Christopher Schurmann Summit Investment Advisory Services LLC | 18,980 | $720,485.77 | $881,621 | $161,135.23 | 22.36% |
Brian Levy West Wealth Group LLC | 4,576 | $214,751.68 | $212,555.2 | -$2,196.48 | -1.02% |
Candice Gilman Sofi Wealth LLC | 155 | $5,892.88 | $7,384.2 | $1,491.32 | 25.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 140,398 | $5.1M | $6.52M | $1.43M | 28% |
| LV Leah Vaden Redwood Financial Network Corp. | 17,250 | $682,901.66 | $821,790 | $138,888.34 | 20.34% |
Jeffrey Jones Cypress Financial Planning LLC | 8,886 | $337,355.46 | $412,754.7 | $75,399.24 | 22.35% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 301,850 | $11.22M | $14.43M | $3.21M | 28.64% |
Rachel Faulk Cape Investment Advisory Inc. | 163 | $7,649 | $7,571.35 | -$77.65 | -1.02% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,889 | $213,711.81 | $273,544.05 | $59,832.24 | 28% |
Bert D. Barre Colonial Trust Co. / SC | 895 | $26,806.36 | $42,575.15 | $15,768.79 | 58.82% |
Loni Adams Daymark Wealth Partners LLC | 5,897 | $250,593 | $273,915.65 | $23,322.65 | 9.31% |
Jeffrey D. Munjack JDM Financial Group LLC | 296 | $12,580 | $14,110.32 | $1,530.32 | 12.16% |
Patrick D. Hayes Canopy Partners LLC | 11,970 | $423,977.79 | $556,006.5 | $132,028.71 | 31.14% |
Stephen Smith Kestra Investment Management LLC | 22,350 | $825,636.38 | $1.04M | $212,521.12 | 25.74% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,310 | $202,247 | $206,255.05 | $4,008.05 | 1.98% |
Kevin Gray Lodestar Private Asset Management LLC | 23,340 | $812,819.7 | $1.08M | $271,323.3 | 33.38% |
Amy Ardeel Icon Wealth Advisors LLC | 14,296 | $518,801.84 | $664,049.2 | $145,247.36 | 28% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 7,984 | $280,385.29 | $370,856.8 | $90,471.51 | 32.27% |
Moises Valladares Insigneo Advisory Services LLC | 4,380 | $205,532 | $209,407.8 | $3,875.8 | 1.89% |