| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Warner WARNER FINANCIAL Inc. | 809 | $235,111.58 | $230,920.96 | -$4,190.62 | -1.78% |
Daniel Ronan Catalyst Financial Partners LLC | 4,656 | $1.11M | $1.34M | $225,460.02 | 20.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,361 | $1.73M | $2.11M | $381,005.36 | 22% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,660 | $791,947.03 | $1.05M | $258,216.77 | 32.61% |
Matthew Heller Willner & Heller LLC | 749 | $217,674.38 | $214,910.57 | -$2,763.81 | -1.27% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 11,821 | $2.61M | $3.39M | $785,296.48 | 30.13% |
| FIL FWG Investments LLC FWG Investments LLC | 17,067 | $3.09M | $4.9M | $1.82M | 58.8% |
Mariana Coli Dunhill Financial LLC | 221 | $57,455.82 | $63,433.63 | $5,977.81 | 10.4% |
| DP Drew Phillips Fortitude Family Office LLC | 2,610 | $614,054.5 | $748,391.4 | $134,336.9 | 21.88% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,369 | $3.73M | $4.99M | $1.25M | 33.52% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 826 | $203,617.26 | $237,086.78 | $33,469.52 | 16.44% |
Bert D. Barre Colonial Trust Co. / SC | 636 | $111,439.92 | $182,366.64 | $70,926.72 | 63.65% |
| VL Victoria Latham Fiduciary Alliance LLC | 1,275 | $280,430.18 | $365,963.25 | $85,533.07 | 30.5% |
| HS Holly Skipper Verum Partners LLC | 1,498 | $321,699.47 | $429,536.52 | $107,837.05 | 33.52% |
Belena Vincetti Fortis Capital Advisors LLC | 14,445 | $3.31M | $4.14M | $835,100.15 | 25.25% |
| BG Becki Goebel TCP Asset Management LLC | 2,229 | $490,491.57 | $643,646.04 | $153,154.47 | 31.22% |
| BP Brett Pohl Kingdom Financial Group LLC | 168,261 | $41.81M | $48.25M | $6.43M | 15.39% |
Bree Pate Olisti Co. Wealth LLC | 27 | $7,500.44 | $7,670.7 | $170.26 | 2.27% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 16,234 | $3.61M | $4.65M | $1.05M | 29.03% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 615 | $153,037 | $175,840.8 | $22,803.8 | 14.9% |