| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 7,300 | $1.3M | $1.46M | $166,046.53 | 12.8% |
Drew Phillips Fortitude Family Office LLC | 3,641 | $656,025.76 | $730,020.5 | $73,994.74 | 11.28% |
Sherri Cooke Dakota Community Bank & Trust NA | 217 | $35,804.01 | $43,449.24 | $7,645.23 | 21.35% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 81,766 | $3.12M | $16.43M | $13.31M | 426.23% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,075 | $428,330 | $1.02M | $591,592.75 | 138.12% |
Brian Dechow SWAN Capital LLC | 1,239 | $136,944.48 | $249,001.83 | $112,057.35 | 81.83% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,932 | $787,386.41 | $1.19M | $404,767.63 | 51.41% |
Bert D. Barre Colonial Trust Co. / SC | 3,602 | $496,037.35 | $720,255.92 | $224,218.57 | 45.2% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 4,062 | $358,344.71 | $814,431 | $456,086.29 | 127.28% |
Daniel Guy Ethos Financial Group LLC | 5,389 | $503,590.67 | $1.08M | $579,436.66 | 115.06% |
Richard S. Levenson Western Financial Corp./CA | 46,609 | $8.71M | $9.37M | $660,548.14 | 7.59% |
Victoria Latham Fiduciary Alliance LLC | 31,251 | $2.36M | $6.28M | $3.92M | 165.73% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,791 | $712,370.47 | $1.36M | $652,416.8 | 91.58% |
Loni Adams Daymark Wealth Partners LLC | 13,146 | $1.14M | $2.61M | $1.46M | 128.23% |
Jessica Thayer Unique Wealth LLC | 2,693 | $379,097.62 | $541,212.21 | $162,114.59 | 42.76% |
Brian Matter Creative Capital Management Investments LLC | 14 | $1,633.38 | $2,807 | $1,173.62 | 71.85% |
Michael Snyder Beaumont Financial Advisors LLC | 2,186 | $314,138.17 | $439,320.42 | $125,182.25 | 39.85% |
Erik Brenner Hilltop Partners LLC | 2,926 | $375,315.3 | $588,038.22 | $212,722.92 | 56.68% |
Parker Johnson Cooper Capital Advisors LLC | 3,676 | $434,275.88 | $729,667.62 | $295,391.74 | 68.02% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,743 | $242,247.69 | $551,260.71 | $309,013.02 | 127.56% |