| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 256 | $178,081.74 | $321,825.28 | $143,743.54 | 80.72% |
Drew Phillips Fortitude Family Office LLC | 3,074 | $2.6M | $3.85M | $1.24M | 47.7% |
Sherri Cooke Dakota Community Bank & Trust NA | 76 | $91,156.68 | $96,189.02 | $5,032.34 | 5.52% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,008 | $778,091.09 | $1.27M | $494,841.55 | 63.6% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,927 | $11.58M | $22.55M | $10.97M | 94.79% |
Jill Grimes Centurion Wealth Management LLC | 1,669 | $1.15M | $2.11M | $959,374.83 | 83.51% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,433 | $2.83M | $9.37M | $6.54M | 231.13% |
Brian Dechow SWAN Capital LLC | 240 | $241,294.34 | $302,068.8 | $60,774.46 | 25.19% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,080 | $1.83M | $3.88M | $2.04M | 111.61% |
Bert D. Barre Colonial Trust Co. / SC | 16,664 | $5.94M | $21.05M | $15.11M | 254.27% |
David Kennon David Kennon Inc | 224 | $240,728.32 | $283,758.72 | $43,030.4 | 17.88% |
Daniel Guy Ethos Financial Group LLC | 2,174 | $1.76M | $2.73M | $970,261.27 | 55.07% |
Bridget Davis Cedar Point Capital Partners LLC | 337 | $364,480.66 | $426,818.93 | $62,338.27 | 17.1% |
Richard S. Levenson Western Financial Corp./CA | 2,020 | $2.22M | $2.54M | $328,794.08 | 14.84% |
Drew Hartman Warther Private Wealth LLC | 17,266 | $15.31M | $21.92M | $6.61M | 43.2% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,261 | $643,548.97 | $1.58M | $934,731.23 | 145.25% |
Victoria Latham Fiduciary Alliance LLC | 11,439 | $9.72M | $14.38M | $4.66M | 47.95% |
Gary Dempsey Leslie Global Wealth LLC | 869 | $721,055.08 | $1.1M | $380,050.47 | 52.71% |
Nolan Hoffmeyer Thematics Asset Management | 8,655 | $7.05M | $10.89M | $3.84M | 54.46% |
Mark Meredith Meredith Wealth Planning | 328 | $177,099.4 | $414,145.92 | $237,046.52 | 133.85% |