| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 331 | $66,180.12 | $104,751.57 | $38,571.45 | 58.28% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,000 | $162,629.92 | $316,470 | $153,840.08 | 94.6% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,068 | $275,269.39 | $654,459.96 | $379,190.57 | 137.75% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,843 | $646,415.51 | $2.8M | $2.15M | 332.93% |
Brian Dechow SWAN Capital LLC | 406 | $70,433.17 | $141,389.5 | $70,956.33 | 100.74% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 872 | $222,944.24 | $275,961.84 | $53,017.6 | 23.78% |
Bert D. Barre Colonial Trust Co. / SC | 1,142 | $137,633.62 | $365,805.45 | $228,171.83 | 165.78% |
Daniel Guy Ethos Financial Group LLC | 1,074 | $262,249 | $339,888.78 | $77,639.78 | 29.61% |
Kellie Borror Daner Wealth Management LLC | 1,341 | $214,659.28 | $476,618.23 | $261,958.95 | 122.03% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 24,870 | $3.47M | $8.66M | $5.19M | 149.64% |
Loni Adams Daymark Wealth Partners LLC | 9,650 | $1.42M | $3.05M | $1.63M | 115.17% |
Brian Matter Creative Capital Management Investments LLC | 36 | $9,204.12 | $11,392.92 | $2,188.8 | 23.78% |
Belena Vincetti Fortis Capital Advisors LLC | 793 | $193,774.72 | $250,960.71 | $57,185.99 | 29.51% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,173 | $774,839.08 | $1M | $229,320.23 | 29.6% |
Patrick D. Hayes Canopy Partners LLC | 6,334 | $928,382.63 | $2M | $1.08M | 115.92% |
Sheryl Stephens Stephens Consulting LLC | 35 | $5,850.95 | $11,076.45 | $5,225.5 | 89.31% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,008 | $246,126.88 | $319,001.76 | $72,874.88 | 29.61% |
Amy Hart Phillips Wealth Planners LLC | 1,119 | $181,982.97 | $333,652.24 | $151,669.27 | 83.34% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,314 | $503,014.71 | $1.15M | $651,085.79 | 129.44% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,508 | $190,391.3 | $477,236.76 | $286,845.46 | 150.66% |