| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Jo Stasco Lantern Wealth Advisors LLC | 55,929 | $990,014.28 | $1.87M | $879,692.19 | 88.86% |
Lukas Lindgren Abound Wealth Management | 249 | $7,571.9 | $8,187.12 | $615.22 | 8.13% |
Drew Phillips Fortitude Family Office LLC | 3,075 | $91,391.79 | $100,921.5 | $9,529.71 | 10.43% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 337,210 | $7.37M | $11.25M | $3.88M | 52.63% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,063 | $193,526.2 | $235,551.05 | $42,024.85 | 21.72% |
Brian Dechow SWAN Capital LLC | 2,742 | $77,625.81 | $91,445.7 | $13,819.89 | 17.8% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 14,109 | $407,964.05 | $470,535.15 | $62,571.1 | 15.34% |
Bert D. Barre Colonial Trust Co. / SC | 5,403 | $147,284.02 | $177,947.8 | $30,663.78 | 20.82% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 14,597 | $258,306.32 | $479,073.54 | $220,767.22 | 85.47% |
Victoria Latham Fiduciary Alliance LLC | 317,542 | $8.49M | $10.59M | $2.1M | 24.77% |
Loni Adams Daymark Wealth Partners LLC | 24,369 | $702,677.17 | $794,916.78 | $92,239.61 | 13.13% |
Brian Matter Creative Capital Management Investments LLC | 222 | $7,097.34 | $7,286.04 | $188.7 | 2.66% |
Nolan Langford Left Brain Wealth Management LLC | 8,940 | $244,956 | $293,902.5 | $48,946.5 | 19.98% |
Sheryl Stephens Stephens Consulting LLC | 270 | $5,039.2 | $9,004.5 | $3,965.3 | 78.69% |
Cornell P. Abod Beacon Investment Advisors LLC | 20,453 | $407,415.44 | $683,743.79 | $276,328.35 | 67.82% |
| BP Brett Pohl Kingdom Financial Group LLC | 765 | $24,450 | $24,958.12 | $508.12 | 2.08% |
Amy Hart Phillips Wealth Planners LLC | 12,735 | $233,245.98 | $425,731.05 | $192,485.07 | 82.52% |
Scott Register Register Financial Advisors LLC | 9,977 | $213,619.24 | $332,732.95 | $119,113.71 | 55.76% |
Bree Pate Olisti Co. Wealth LLC | 260 | $7,147 | $8,671 | $1,524 | 21.32% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 28,298 | $795,629.26 | $943,738.3 | $148,109.04 | 18.62% |