| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 20 | $6,104.37 | $6,874.2 | $769.83 | 12.61% |
Drew Phillips Fortitude Family Office LLC | 455 | $141,264.28 | $156,051.35 | $14,787.07 | 10.47% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,295 | $338,989.4 | $790,604.55 | $451,615.15 | 133.22% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,413 | $239,603.75 | $487,965.42 | $248,361.67 | 103.66% |
Bert D. Barre Colonial Trust Co. / SC | 8 | $2,177.73 | $2,741.52 | $563.79 | 25.89% |
Richard S. Levenson Western Financial Corp./CA | 4,679 | $725,082.77 | $1.63M | $902,086.27 | 124.41% |
Victoria Latham Fiduciary Alliance LLC | 669 | $166,922.81 | $230,363.46 | $63,440.65 | 38.01% |
Loni Adams Daymark Wealth Partners LLC | 1,419 | $397,413.6 | $490,094.22 | $92,680.62 | 23.32% |
Brian Matter Creative Capital Management Investments LLC | 16 | $5,287.36 | $5,487.52 | $200.16 | 3.79% |
Belena Vincetti Fortis Capital Advisors LLC | 4,858 | $1.48M | $1.68M | $199,750.35 | 13.51% |
Marc White Clarendon Private LLC | 1,804 | $447,847.04 | $625,086 | $177,238.96 | 39.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 4 | $1,216 | $1,381.52 | $165.52 | 13.61% |
Stephen Smith Kestra Investment Management LLC | 1,031 | $277,328.66 | $355,396.01 | $78,067.35 | 28.15% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,150 | $981,513.82 | $1.77M | $791,837.18 | 80.68% |
Amy Ardeel Icon Wealth Advisors LLC | 1,720 | $429,493.12 | $593,787 | $164,293.88 | 38.25% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,991 | $657,946 | $682,853.27 | $24,907.27 | 3.79% |
Kyle Kelley Family Capital Management Inc. | 970 | $282,777.77 | $332,680.9 | $49,903.13 | 17.65% |
Paul L. Moffat Arista Wealth Management LLC | 4,648 | $1.24M | $1.62M | $377,761.04 | 30.5% |
Moises Valladares Insigneo Advisory Services LLC | 2,142 | $463,710.43 | $740,917.8 | $277,207.37 | 59.78% |
Michael Radoff LGT Financial Advisors LLC | 23 | $6,126 | $8,048.62 | $1,922.62 | 31.38% |