| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 131 | $34,228.38 | $37,590.45 | $3,362.07 | 9.82% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,299 | $872,617.43 | $946,648.08 | $74,030.65 | 8.48% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,858 | $371,717.12 | $533,153.12 | $161,436 | 43.43% |
Brian Dechow SWAN Capital LLC | 19 | $4,502.24 | $5,557.69 | $1,055.45 | 23.44% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 969 | $227,835.8 | $278,054.56 | $50,218.76 | 22.04% |
Bert D. Barre Colonial Trust Co. / SC | 860 | $219,061.72 | $253,287.2 | $34,225.48 | 15.62% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,528 | $1.66M | $1.91M | $254,177.34 | 15.36% |
Loni Adams Daymark Wealth Partners LLC | 7,844 | $1.96M | $2.25M | $294,467.44 | 15.05% |
Brian Matter Creative Capital Management Investments LLC | 128 | $31,188.2 | $36,729.6 | $5,541.4 | 17.77% |
Michael Snyder Beaumont Financial Advisors LLC | 3,168 | $806,855.28 | $909,057.63 | $102,202.35 | 12.67% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,552 | $419,840 | $445,346.42 | $25,506.42 | 6.08% |
Patrick D. Hayes Canopy Partners LLC | 2,962 | $773,596.64 | $849,945.93 | $76,349.29 | 9.87% |
Sheryl Stephens Stephens Consulting LLC | 36 | $8,742.06 | $10,330.2 | $1,588.14 | 18.17% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,112 | $246,028.58 | $325,271.12 | $79,242.54 | 32.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,351 | $825,270.7 | $993,772.56 | $168,501.86 | 20.42% |
Sue Oleari Trifecta Capital Advisors LLC | 1,050 | $259,612.5 | $301,297.51 | $41,685.01 | 16.06% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,241 | $1.61M | $1.83M | $218,513.03 | 13.6% |
Timothy J. Videnka Forza Wealth Management LLC | 1,450 | $392,182 | $416,077.51 | $23,895.51 | 6.09% |
Amy Ardeel Icon Wealth Advisors LLC | 5,165 | $1.3M | $1.48M | $186,246.81 | 14.37% |
John J. Edwards Breed's Hi LLCapital LLC | 1,110 | $288,784.94 | $318,514.51 | $29,729.57 | 10.29% |