| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 11,582 | $411,855.92 | $538,910.46 | $127,054.54 | 30.85% |
Stefan Demuth Ameliora Wealth Management Ltd. | 645 | $20,323.95 | $30,108.6 | $9,784.65 | 48.14% |
Samantha Pierangeli City State Bank | 6,550 | $176,850 | $303,887.25 | $127,037.25 | 71.83% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 136,491 | $4.5M | $6.38M | $1.88M | 41.69% |
W. Travis McKinney HB Wealth Management LLC | 8,994 | $341,780.01 | $418,895.55 | $77,115.54 | 22.56% |
Jeremy Baltz Raleigh Capital Management Inc. | 34 | $1,406.24 | $1,578.28 | $172.04 | 12.23% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,271 | $260,619 | $383,981.17 | $123,362.17 | 47.33% |
Dalila Toledo Ascent Group LLC | 7,575 | $274,896.75 | $351,442.12 | $76,545.37 | 27.85% |
Christopher Schurmann Summit Investment Advisory Services LLC | 18,980 | $720,485.77 | $881,810.8 | $161,325.03 | 22.39% |
Brian Levy West Wealth Group LLC | 4,348 | $204,051.64 | $202,964.64 | -$1,087 | -0.53% |
Candice Gilman Sofi Wealth LLC | 155 | $5,892.88 | $7,192 | $1,299.12 | 22.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 140,398 | $5.1M | $6.54M | $1.44M | 28.34% |
| LV Leah Vaden Redwood Financial Network Corp. | 17,250 | $682,901.66 | $806,006.25 | $123,104.59 | 18.03% |
Jeffrey Jones Cypress Financial Planning LLC | 8,720 | $331,054.1 | $405,828.8 | $74,774.7 | 22.59% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 301,850 | $11.22M | $14.1M | $2.89M | 25.72% |
Rachel Faulk Cape Investment Advisory Inc. | 163 | $7,649 | $7,590.09 | -$58.91 | -0.77% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,889 | $213,711.81 | $273,514.6 | $59,802.79 | 27.98% |
Bert D. Barre Colonial Trust Co. / SC | 895 | $26,806.36 | $41,599.6 | $14,793.24 | 55.19% |
Loni Adams Daymark Wealth Partners LLC | 5,897 | $250,593 | $273,591.31 | $22,998.31 | 9.18% |
Jeffrey D. Munjack JDM Financial Group LLC | 296 | $12,580 | $13,772.88 | $1,192.88 | 9.48% |