| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 1,813 | $143,657.55 | $163,532.6 | $19,875.05 | 13.84% |
Drew Phillips Fortitude Family Office LLC | 1,921 | $141,675.67 | $173,274.2 | $31,598.53 | 22.3% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,987 | $417,075 | $269,427.4 | -$147,647.6 | -35.4% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 42,526 | $1.45M | $3.84M | $2.39M | 164.53% |
Jill Grimes Centurion Wealth Management LLC | 3,432 | $151,454.16 | $309,566.4 | $158,112.24 | 104.4% |
Alex Nunnamaker Schechter Investment Advisors LLC | 22,779 | $619,564.27 | $2.05M | $1.44M | 231.63% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 9,774 | $360,665.2 | $881,614.8 | $520,949.6 | 144.44% |
Brian Dechow SWAN Capital LLC | 806 | $23,544.6 | $84,275.36 | $60,730.76 | 257.94% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 14,593 | $492,370.56 | $1.32M | $823,918.04 | 167.34% |
Bert D. Barre Colonial Trust Co. / SC | 1,815 | $72,428.71 | $176,998.8 | $104,570.09 | 144.38% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,911 | $266,832.93 | $172,372.2 | -$94,460.73 | -35.4% |
Daniel Guy Ethos Financial Group LLC | 21,866 | $624,615.46 | $1.97M | $1.35M | 215.76% |
Richard S. Levenson Western Financial Corp./CA | 127,847 | $4.78M | $11.53M | $6.76M | 141.49% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,498 | $348,796 | $225,319.6 | -$123,476.4 | -35.4% |
Victoria Latham Fiduciary Alliance LLC | 16,614 | $696,114.62 | $1.5M | $802,468.18 | 115.28% |
Gary Dempsey Leslie Global Wealth LLC | 3,651 | $509,789 | $329,320.2 | -$180,468.8 | -35.4% |
Christopher D. Rich EnRich Financial Partners LLC | 2,037 | $284,426 | $183,737.4 | -$100,688.6 | -35.4% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,488 | $184,113.34 | $554,013.6 | $369,900.26 | 200.91% |
Loni Adams Daymark Wealth Partners LLC | 99,092 | $4.42M | $8.94M | $4.51M | 102.01% |
Jessica Thayer Unique Wealth LLC | 2,439 | $340,558 | $219,997.8 | -$120,560.2 | -35.4% |