| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 22,516 | $1.88M | $2.03M | $151,532.72 | 8.05% |
Rachel Faulk Cape Investment Advisory Inc. | 1,238 | $110,227.16 | $110,801 | $573.84 | 0.52% |
| FIL FWG Investments LLC FWG Investments LLC | 26,154 | $1.67M | $2.34M | $673,879.22 | 40.41% |
Mariana Coli Dunhill Financial LLC | 64 | $5,130.51 | $5,728 | $597.49 | 11.65% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 7,560 | $504,558.4 | $682,592.4 | $178,034 | 35.29% |
Lukas Lindgren Abound Wealth Management | 38 | $2,877.02 | $3,400.62 | $523.6 | 18.2% |
Drew Phillips Fortitude Family Office LLC | 340,029 | $24.93M | $30.43M | $5.5M | 22.06% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,515 | $312,869.71 | $314,487.05 | $1,617.34 | 0.52% |
Scott Crane Crane Advisory LLC | 194,159 | $15.38M | $17.29M | $1.91M | 12.42% |
Daniel Guy Ethos Financial Group LLC | 2,896 | $221,085.13 | $258,714.16 | $37,629.03 | 17.02% |
Victoria Latham Fiduciary Alliance LLC | 3,612 | $305,436.34 | $322,732.2 | $17,295.86 | 5.66% |
Brian Matter Creative Capital Management Investments LLC | 381 | $31,840.17 | $34,110.93 | $2,270.76 | 7.13% |
Michael Snyder Beaumont Financial Advisors LLC | 4,700 | $357,387.64 | $421,073 | $63,685.36 | 17.82% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 198,466 | $12.97M | $17.67M | $4.7M | 36.22% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 2,246 | $200,972.08 | $200,242.13 | -$729.95 | -0.36% |
Holly Skipper Verum Partners LLC | 15,533 | $896,900.85 | $1.4M | $504,486.41 | 56.25% |
| BP Brett Pohl Kingdom Financial Group LLC | 15,350 | $1.27M | $1.37M | $105,940.83 | 8.37% |
Bree Pate Olisti Co. Wealth LLC | 30 | $2,474 | $2,687.4 | $213.4 | 8.63% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 7,519 | $458,108.65 | $671,521.89 | $213,413.24 | 46.59% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 267,531 | $18.49M | $24.13M | $5.64M | 30.53% |