| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 94 | $15,049 | $15,299.44 | $250.44 | 1.66% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,383 | $221,418 | $225,103.99 | $3,685.99 | 1.66% |
Lukas Lindgren Abound Wealth Management | 209 | $24,869.6 | $33,377.3 | $8,507.7 | 34.21% |
| DP Drew Phillips Fortitude Family Office LLC | 178 | $24,090.02 | $28,973.06 | $4,883.04 | 20.27% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,374 | $533,561.95 | $1.04M | $502,053.7 | 94.09% |
Jill Grimes Centurion Wealth Management LLC | 3,399 | $498,079.16 | $552,252.52 | $54,173.36 | 10.88% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,567 | $349,884.04 | $417,073.32 | $67,189.28 | 19.2% |
Brian Dechow SWAN Capital LLC | 82 | $11,909 | $13,322.95 | $1,413.95 | 11.87% |
Bert D. Barre Colonial Trust Co. / SC | 1,663 | $190,352.36 | $270,686.51 | $80,334.15 | 42.2% |
Daniel Guy Ethos Financial Group LLC | 1,882 | $300,976.1 | $305,777.95 | $4,801.85 | 1.6% |
| RSL Richard S. Levenson Western Financial Corp./CA | 26,034 | $3.72M | $4.23M | $510,903.75 | 13.74% |
| VL Victoria Latham Fiduciary Alliance LLC | 3,243 | $352,243.14 | $526,906.42 | $174,663.28 | 49.59% |
| MC Morgan Carter RFP Financial Group LLC | 1,411 | $216,713.49 | $229,252.22 | $12,538.73 | 5.79% |
Loni Adams Daymark Wealth Partners LLC | 116,615 | $11.21M | $18.98M | $7.78M | 69.39% |
Brian Matter Creative Capital Management Investments LLC | 328 | $39,372.8 | $53,291.8 | $13,919 | 35.35% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 1,936 | $202,304.65 | $315,122.72 | $112,818.07 | 55.77% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,655 | $1.15M | $1.9M | $744,447.27 | 64.59% |
| HS Holly Skipper Verum Partners LLC | 2,679 | $232,914.55 | $436,060.83 | $203,146.28 | 87.22% |
Belena Vincetti Fortis Capital Advisors LLC | 1,935 | $298,820.88 | $314,959.95 | $16,139.07 | 5.4% |
Jeffrey D. Munjack JDM Financial Group LLC | 25 | $3,879.5 | $4,069.25 | $189.75 | 4.89% |