| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 847 | $42,307.65 | $47,787.74 | $5,480.09 | 12.95% |
Dalila Toledo Ascent Group LLC | 3,650 | $208,305.5 | $205,933 | -$2,372.5 | -1.14% |
Michael Byun SageView Advisory Group LLC | 948 | $50,611 | $53,486.16 | $2,875.16 | 5.68% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,785 | $393,874.27 | $439,502.17 | $45,627.9 | 11.58% |
| TG Timothy Gerlach Novem Group | 20,156 | $981,789.23 | $1.14M | $155,412.29 | 15.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,893 | $322,179.63 | $390,350.59 | $68,170.96 | 21.16% |
Jeffrey Gilbert Balboa Wealth Partners | 3,821 | $203,926.77 | $215,982.02 | $12,055.25 | 5.91% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,173 | $116,121.01 | $123,860.78 | $7,739.77 | 6.67% |
| RD Rodrigo Diaz Plan Group Financial LLC | 3,674 | $209,675 | $208,150.47 | -$1,524.53 | -0.73% |
Mark Mowrey Signature Resources Capital Management LLC | 108 | $6,156 | $6,155.99 | -$0.01 | - |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,794 | $231,715.44 | $271,723.92 | $40,008.48 | 17.27% |
Lukas Lindgren Abound Wealth Management | 16 | $491 | $903.28 | $412.28 | 83.97% |
| DP Drew Phillips Fortitude Family Office LLC | 1,009 | $37,773.79 | $57,275.88 | $19,502.09 | 51.63% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,015 | $229,136 | $227,369.45 | -$1,766.55 | -0.77% |
Bert D. Barre Colonial Trust Co. / SC | 3,492 | $114,677.28 | $198,223.38 | $83,546.1 | 72.85% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 94,964 | $4.11M | $5.38M | $1.27M | 30.77% |
Loni Adams Daymark Wealth Partners LLC | 41,585 | $1.86M | $2.36M | $502,659.47 | 27.06% |
Belena Vincetti Fortis Capital Advisors LLC | 4,935 | $281,640 | $280,135.27 | -$1,504.73 | -0.53% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 50,194 | $2.72M | $2.85M | $125,207.65 | 4.6% |
Amy Ardeel Icon Wealth Advisors LLC | 7,168 | $300,276.57 | $407,500.8 | $107,224.23 | 35.71% |