| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TL Tradewinds LLC Tradewinds LLC | 4,575 | $396,378 | $430,004.25 | $33,626.25 | 8.48% |
| TD Tom Deck Bricktown Capital LLC | 514,044 | $41.24M | $48.61M | $7.37M | 17.88% |
Amna Ali Khan GDS Wealth Management | 3,986 | $279,561.8 | $374,783.65 | $95,221.85 | 34.06% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 5,150 | $389,222.82 | $484,228.75 | $95,005.93 | 24.41% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,178 | $645,193.72 | $962,431.68 | $317,237.96 | 49.17% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 100 | $5,703 | $9,399 | $3,696 | 64.81% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 88,481 | $5.82M | $8.31M | $2.5M | 42.88% |
Lukas Lindgren Abound Wealth Management | 568 | $39,538.34 | $53,747 | $14,208.66 | 35.94% |
| DP Drew Phillips Fortitude Family Office LLC | 137 | $8,983.03 | $12,880.74 | $3,897.71 | 43.39% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 37,441 | $2.59M | $3.52M | $929,432.84 | 35.89% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 199,360 | $12.12M | $18.74M | $6.62M | 54.64% |
Bert D. Barre Colonial Trust Co. / SC | 707 | $49,769.82 | $66,472.14 | $16,702.32 | 33.56% |
Daniel Guy Ethos Financial Group LLC | 56,405 | $4.77M | $5.3M | $526,847.76 | 11.03% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 6,516 | $397,814.11 | $618,498.72 | $220,684.61 | 55.47% |
| MC Morgan Carter RFP Financial Group LLC | 2,616 | $226,665 | $245,877.84 | $19,212.84 | 8.48% |
Jessica Thayer Unique Wealth LLC | 7,965 | $690,088 | $748,630.35 | $58,542.35 | 8.48% |
| EB Erik Brenner Hilltop Partners LLC | 11,717 | $725,866.66 | $1.1M | $375,414.17 | 51.72% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 12,730 | $834,523.74 | $1.2M | $362,350.86 | 43.42% |
| HS Holly Skipper Verum Partners LLC | 21,387 | $1.24M | $2.01M | $772,915.26 | 62.44% |
Christopher Casanega Sharper & Granite LLC | 5,736 | $351,091.2 | $544,461.12 | $193,369.92 | 55.08% |