| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 103 | $15,652.22 | $21,674.29 | $6,022.07 | 38.47% |
Drew Phillips Fortitude Family Office LLC | 1,102 | $199,693 | $232,015.08 | $32,322.08 | 16.19% |
Bert D. Barre Colonial Trust Co. / SC | 2,292 | $295,507.56 | $481,274.16 | $185,766.6 | 62.86% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,383 | $214,837.82 | $291,176.81 | $76,338.99 | 35.53% |
| RDL Rodrigo De La Garza Summa Corp. | 1,299 | $287,339 | $272,660.1 | -$14,678.9 | -5.11% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,484 | $272,440.87 | $310,185.68 | $37,744.81 | 13.85% |
Loni Adams Daymark Wealth Partners LLC | 4,197 | $622,339.52 | $875,704.05 | $253,364.53 | 40.71% |
Erik Brenner Hilltop Partners LLC | 83,327 | $18.43M | $17.61M | -$819,520.65 | -4.45% |
Jade Franke Retirement Investment Advisors Inc. | 4,898 | $782,567.87 | $1.03M | $244,616.2 | 31.26% |
Holly Skipper Verum Partners LLC | 1,086 | $148,627.46 | $229,276.32 | $80,648.86 | 54.26% |
Belena Vincetti Fortis Capital Advisors LLC | 1,081 | $204,946.44 | $225,950.62 | $21,004.18 | 10.25% |
Jeffrey D. Munjack JDM Financial Group LLC | 655 | $90,844.04 | $137,019.45 | $46,175.41 | 50.83% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,095 | $1.48M | $1.9M | $416,863.84 | 28.17% |
Amy Ardeel Icon Wealth Advisors LLC | 2,993 | $555,428.74 | $625,896.16 | $70,467.42 | 12.69% |
Dean Pelos Commonwealth Retirement Investments LLC | 45 | $9,954 | $9,400.27 | -$553.73 | -5.56% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,348 | $187,423.1 | $281,462.4 | $94,039.3 | 50.17% |
Paul L. Moffat Arista Wealth Management LLC | 4,126 | $653,974.41 | $864,500.15 | $210,525.74 | 32.19% |
Moises Valladares Insigneo Advisory Services LLC | 2,391 | $460,494.4 | $498,380.04 | $37,885.64 | 8.23% |
John Canning Mi LLCreek Capital Advisors LLC | 16,126 | $2.5M | $3.38M | $882,123.83 | 35.33% |
David Stevens Stevens Capital Partners | 30,437 | $4.7M | $6.44M | $1.74M | 36.95% |