| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 110 | $15,467.42 | $18,159.9 | $2,692.48 | 17.41% |
Drew Phillips Fortitude Family Office LLC | 939 | $148,954.54 | $155,244.87 | $6,290.33 | 4.22% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,554 | $406,302.56 | $750,271.5 | $343,968.94 | 84.66% |
Jill Grimes Centurion Wealth Management LLC | 3,400 | $498,243.33 | $559,470 | $61,226.67 | 12.29% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,567 | $349,884.04 | $421,321.71 | $71,437.67 | 20.42% |
Brian Dechow SWAN Capital LLC | 10 | $1,452.32 | $1,640.6 | $188.28 | 12.96% |
Bert D. Barre Colonial Trust Co. / SC | 1,651 | $189,243.66 | $273,587.21 | $84,343.55 | 44.57% |
Daniel Guy Ethos Financial Group LLC | 1,882 | $300,976.1 | $308,798.56 | $7,822.46 | 2.6% |
Victoria Latham Fiduciary Alliance LLC | 2,905 | $317,894.22 | $476,768.6 | $158,874.38 | 49.98% |
Loni Adams Daymark Wealth Partners LLC | 116,443 | $11.19M | $19.07M | $7.88M | 70.38% |
Brian Matter Creative Capital Management Investments LLC | 369 | $46,011.11 | $61,006.77 | $14,995.66 | 32.59% |
Michael Snyder Beaumont Financial Advisors LLC | 1,927 | $201,402.25 | $317,001.13 | $115,598.88 | 57.4% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,463 | $1.13M | $1.9M | $761,592.54 | 67.18% |
Holly Skipper Verum Partners LLC | 2,659 | $231,348.69 | $442,191.7 | $210,843.01 | 91.14% |
Belena Vincetti Fortis Capital Advisors LLC | 2,427 | $378,493.66 | $399,047.34 | $20,553.68 | 5.43% |
Jeffrey D. Munjack JDM Financial Group LLC | 25 | $3,879.5 | $4,109.25 | $229.75 | 5.92% |
Patrick D. Hayes Canopy Partners LLC | 1,382 | $147,908.47 | $227,891.8 | $79,983.33 | 54.08% |
Sheryl Stephens Stephens Consulting LLC | 340 | $44,261.11 | $55,783.8 | $11,522.69 | 26.03% |
Lucas Mosher SP Asset Management LLC | 1,368 | $221,506 | $229,482 | $7,976 | 3.6% |
Stephen Smith Kestra Investment Management LLC | 1,519 | $231,622 | $249,191.95 | $17,569.95 | 7.59% |