| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Peter Joers Avos Capital Management LLC | 14,164 | $902,252.64 | $1.1M | $197,015.4 | 21.84% |
Mariana Coli Dunhill Financial LLC | 6,705 | $409,508.95 | $536,467.06 | $126,958.11 | 31% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 77,652 | $3.94M | $6.21M | $2.27M | 57.69% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 341 | $22,920 | $26,465.01 | $3,545.01 | 15.47% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,742 | $521,268.27 | $678,466.62 | $157,198.35 | 30.16% |
Lukas Lindgren Abound Wealth Management | 340,858 | $17.98M | $26.45M | $8.47M | 47.09% |
Drew Phillips Fortitude Family Office LLC | 152,957 | $9.1M | $11.87M | $2.77M | 30.39% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,653 | $185,028.87 | $205,899.33 | $20,870.46 | 11.28% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,276 | $1.55M | $2.04M | $492,350.73 | 31.83% |
Scott Crane Crane Advisory LLC | 104,012 | $5.7M | $8.07M | $2.37M | 41.54% |
Jill Grimes Centurion Wealth Management LLC | 79,559 | $4.92M | $6.17M | $1.26M | 25.59% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 13,557 | $924,690.1 | $1.05M | $127,468.67 | 13.79% |
| RR Roberto Roman MGO Private Wealth LLC | 5,765 | $269,225.5 | $447,421.65 | $178,196.15 | 66.19% |
Bert D. Barre Colonial Trust Co. / SC | 31,032 | $1.69M | $2.41M | $713,520.21 | 42.1% |
Daniel Guy Ethos Financial Group LLC | 15,773 | $1.07M | $1.22M | $158,757.88 | 14.9% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 55,304 | $3.38M | $4.29M | $916,664.53 | 27.16% |
Victoria Latham Fiduciary Alliance LLC | 15,469 | $1.02M | $1.2M | $181,222.32 | 17.78% |
Mark Meredith Meredith Wealth Planning | 5,132 | $244,130.69 | $398,294.52 | $154,163.83 | 63.15% |
Kellie Borror Daner Wealth Management LLC | 6,732 | $361,872.37 | $522,470.52 | $160,598.15 | 44.38% |
Loni Adams Daymark Wealth Partners LLC | 6,442 | $368,860.51 | $499,963.62 | $131,103.11 | 35.54% |