| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 8,550 | $564,129 | $1.13M | $570,284.91 | 101.09% |
Lukas Lindgren Abound Wealth Management | 13 | $1,424.14 | $1,724.84 | $300.7 | 21.11% |
Drew Phillips Fortitude Family Office LLC | 523 | $57,172.85 | $69,391.63 | $12,218.78 | 21.37% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,300 | $256,942.37 | $305,163.98 | $48,221.61 | 18.77% |
Brian Dechow SWAN Capital LLC | 21 | $1,996.5 | $2,752.26 | $755.76 | 37.85% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,730 | $246,374.01 | $362,216.37 | $115,842.36 | 47.02% |
Bert D. Barre Colonial Trust Co. / SC | 105 | $11,640.9 | $13,780.2 | $2,139.3 | 18.38% |
Brian Matter Creative Capital Management Investments LLC | 49 | $5,885.88 | $6,501.32 | $615.44 | 10.46% |
Holly Skipper Verum Partners LLC | 3,672 | $441,081 | $487,200.92 | $46,119.92 | 10.46% |
Belena Vincetti Fortis Capital Advisors LLC | 2,312 | $267,036 | $306,756.14 | $39,720.14 | 14.87% |
Amy Hart Phillips Wealth Planners LLC | 2,837 | $329,748.21 | $377,604.73 | $47,856.52 | 14.51% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,735 | $363,164.89 | $489,509.1 | $126,344.21 | 34.79% |
Kelly Christopher Significant Wealth Partners LLC | 1,980 | $197,102.27 | $262,706.38 | $65,604.11 | 33.28% |
Ashley Buboltz Moran Wealth Management LLC | 114,192 | $11.35M | $15.23M | $3.88M | 34.16% |
| LK Lenny Kisin Applied Capital LLC/FL | 24,944 | $1.7M | $3.31M | $1.61M | 94.27% |
David Smith Linden Thomas Advisory Services LLC | 12,492 | $1.24M | $1.66M | $421,605.99 | 34.12% |
Ira Ravitz Beverly Hills Private Wealth LLC | 10,076 | $992,413.23 | $1.34M | $348,702.47 | 35.14% |
Paul B. Ordonio Park Place Capital Corp. | 90 | $10,395 | $11,771.1 | $1,376.1 | 13.24% |
Sheila J. Lindsay Bensler LLC | 1,974 | $216,207.22 | $261,910.3 | $45,703.08 | 21.14% |
David D. Jones Applied Finance Capital Management LLC | 7,486 | $736,023.43 | $993,242.41 | $257,218.98 | 34.95% |