| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,100 | $318,461 | $483,941 | $165,480 | 51.96% |
Lukas Lindgren Abound Wealth Management | 102 | $14,062.92 | $15,255.12 | $1,192.2 | 8.48% |
Drew Phillips Fortitude Family Office LLC | 53 | $6,095.99 | $7,926.68 | $1,830.69 | 30.03% |
Sherri Cooke Dakota Community Bank & Trust NA | 2,081 | $164,212.54 | $322,492.57 | $158,280.03 | 96.39% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,646 | $411,160.02 | $694,855.76 | $283,695.74 | 69% |
Alex Nunnamaker Schechter Investment Advisors LLC | 13,071 | $1.19M | $2.01M | $829,012.72 | 69.93% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,501 | $345,110.47 | $382,853.08 | $37,742.61 | 10.94% |
Bert D. Barre Colonial Trust Co. / SC | 1,672 | $137,520.99 | $250,064.32 | $112,543.33 | 81.84% |
Daniel Guy Ethos Financial Group LLC | 2,986 | $381,522.64 | $460,202.32 | $78,679.68 | 20.62% |
Loni Adams Daymark Wealth Partners LLC | 32,801 | $3.09M | $5.05M | $1.96M | 63.43% |
Brian Matter Creative Capital Management Investments LLC | 59 | $5,687.01 | $9,145.59 | $3,458.58 | 60.82% |
Jeffrey D. Munjack JDM Financial Group LLC | 51 | $7,790.25 | $7,627.56 | -$162.69 | -2.09% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,514 | $368,382.79 | $544,705.1 | $176,322.31 | 47.86% |
Patrick D. Hayes Canopy Partners LLC | 3,479 | $362,104.59 | $532,565.32 | $170,460.73 | 47.07% |
Sheryl Stephens Stephens Consulting LLC | 61 | $8,411 | $9,455.61 | $1,044.61 | 12.42% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,000 | $319,385.03 | $465,029.97 | $145,644.94 | 45.6% |
| BP Brett Pohl Kingdom Financial Group LLC | 56 | $8,610.82 | $8,680.56 | $69.74 | 0.81% |
Stephen Smith Kestra Investment Management LLC | 1,690 | $236,388.12 | $261,966.88 | $25,578.76 | 10.82% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,395 | $213,086 | $216,238.94 | $3,152.94 | 1.48% |
Timothy J. Videnka Forza Wealth Management LLC | 5,274 | $456,550.97 | $817,522.69 | $360,971.72 | 79.06% |