| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 312 | $77,191.92 | $115,137.36 | $37,945.44 | 49.16% |
William Cantus Pacific Sage Partners LLC | 679 | $179,459.53 | $259,187.88 | $79,728.35 | 44.43% |
CJ Harrison DecisionPoint Financial LLC | 27 | $8,465.95 | $10,306.44 | $1,840.49 | 21.74% |
| JG John Ginter Callan Family Office LLC | 4,156 | $777,338.39 | $1.59M | $814,409.61 | 104.77% |
Rodrigo Diaz Plan Group Financial LLC | 872 | $277,198 | $321,794.16 | $44,596.16 | 16.09% |
Mark Mowrey Signature Resources Capital Management LLC | 76 | $21,592.63 | $28,046.28 | $6,453.65 | 29.89% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 157 | $26,779.49 | $59,868.81 | $33,089.32 | 123.56% |
Mariana Coli Dunhill Financial LLC | 517 | $165,471.21 | $198,155.76 | $32,684.55 | 19.75% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 99 | $33,954 | $36,533.97 | $2,579.97 | 7.6% |
Lukas Lindgren Abound Wealth Management | 813 | $267,873.59 | $300,021.39 | $32,147.8 | 12% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,530 | $962,689.47 | $1.3M | $339,986.43 | 35.32% |
Jill Grimes Centurion Wealth Management LLC | 9,140 | $3.05M | $3.37M | $326,906.78 | 10.73% |
Bert D. Barre Colonial Trust Co. / SC | 264 | $48,410.96 | $101,112 | $52,701.04 | 108.86% |
Daniel Guy Ethos Financial Group LLC | 1,835 | $629,349.97 | $677,170.05 | $47,820.08 | 7.6% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 7,813 | $2.7M | $2.88M | $185,255.99 | 6.87% |
Victoria Latham Fiduciary Alliance LLC | 685 | $217,877.95 | $252,785.55 | $34,907.6 | 16.02% |
Loni Adams Daymark Wealth Partners LLC | 643 | $170,456.2 | $237,286.29 | $66,830.09 | 39.21% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,152 | $3.65M | $4.12M | $465,680.45 | 12.76% |
Holly Skipper Verum Partners LLC | 3,387 | $682,701.56 | $1.25M | $567,203.05 | 83.08% |
Jeffrey D. Munjack JDM Financial Group LLC | 100 | $17,057 | $38,069 | $21,012 | 123.19% |