| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 10 | $3,102 | $3,849.75 | $747.75 | 24.11% |
Lukas Lindgren Abound Wealth Management | 49 | $10,437.95 | $18,955.16 | $8,517.21 | 81.6% |
Drew Phillips Fortitude Family Office LLC | 138 | $37,042.66 | $53,227.98 | $16,185.32 | 43.69% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,901 | $310,884.73 | $706,829.84 | $395,945.11 | 127.36% |
Jill Grimes Centurion Wealth Management LLC | 1,011 | $167,866.44 | $375,910.03 | $208,043.59 | 123.93% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,597 | $269,463.98 | $593,796.56 | $324,332.58 | 120.36% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,439 | $402,804.02 | $906,869 | $504,064.98 | 125.14% |
Bert D. Barre Colonial Trust Co. / SC | 16 | $4,640.66 | $6,188.79 | $1,548.13 | 33.36% |
Daniel Guy Ethos Financial Group LLC | 2,130 | $536,871.93 | $791,976.62 | $255,104.69 | 47.52% |
Richard S. Levenson Western Financial Corp./CA | 3,953 | $708,712.41 | $1.47M | $759,827.09 | 107.21% |
Victoria Latham Fiduciary Alliance LLC | 2,744 | $787,166.28 | $1.02M | $233,107.83 | 29.61% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,538 | $417,758.52 | $571,859.18 | $154,100.66 | 36.89% |
Loni Adams Daymark Wealth Partners LLC | 1,931 | $480,994.63 | $742,942.59 | $261,947.96 | 54.46% |
Brian Matter Creative Capital Management Investments LLC | 12 | $4,447.08 | $4,628.52 | $181.44 | 4.08% |
Michael Snyder Beaumont Financial Advisors LLC | 798 | $261,062.27 | $296,712.37 | $35,650.1 | 13.66% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 649 | $208,764 | $241,103.5 | $32,339.5 | 15.49% |
Holly Skipper Verum Partners LLC | 1,488 | $551,505 | $552,792 | $1,287 | 0.23% |
Patrick D. Hayes Canopy Partners LLC | 642 | $199,965.15 | $238,503 | $38,537.85 | 19.27% |
Cornell P. Abod Beacon Investment Advisors LLC | 22,856 | $5.15M | $8.49M | $3.34M | 64.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 20 | $6,541 | $7,712.8 | $1,171.8 | 17.91% |