| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 545 | $104,536.45 | $119,529.41 | $14,992.96 | 14.34% |
CJ Harrison DecisionPoint Financial LLC | 538 | $115,364.13 | $120,958.54 | $5,594.41 | 4.85% |
Janelle Anderson Grand Wealth Management LLC | 48 | $8,313.64 | $10,527.36 | $2,213.72 | 26.63% |
Brook Hart Presilium Private Wealth LLC | 928 | $203,631 | $203,528.97 | -$102.03 | -0.05% |
Mark Mowrey Signature Resources Capital Management LLC | 536 | $97,071.84 | $117,555.53 | $20,483.69 | 21.1% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 18,392 | $2.95M | $4.03M | $1.08M | 36.77% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,451 | $537,822.91 | $537,553.34 | -$269.57 | -0.05% |
Brendan Corcoran Valence8 US LP | 412,060 | $70.14M | $92.64M | $22.5M | 32.08% |
Rachel Faulk Cape Investment Advisory Inc. | 254 | $48,719.68 | $57,106.82 | $8,387.14 | 17.22% |
Mariana Coli Dunhill Financial LLC | 361 | $68,657.82 | $81,474.09 | $12,816.27 | 18.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,130 | $242,160.84 | $467,151.62 | $224,990.78 | 92.91% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,203 | $578,153.66 | $702,481.99 | $124,328.33 | 21.5% |
Lukas Lindgren Abound Wealth Management | 1,086 | $223,948.66 | $238,181.53 | $14,232.87 | 6.36% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,225 | $932,058.16 | $1.15M | $213,888.89 | 22.95% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,099 | $924,983.22 | $1.12M | $193,329.51 | 20.9% |
Jill Grimes Centurion Wealth Management LLC | 26,069 | $4.24M | $5.72M | $1.48M | 34.91% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,804 | $205,583.84 | $395,653.3 | $190,069.46 | 92.45% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,203 | $402,752.46 | $483,161.98 | $80,409.52 | 19.96% |
Bert D. Barre Colonial Trust Co. / SC | 570 | $68,083.2 | $125,012.41 | $56,929.21 | 83.62% |
Daniel Guy Ethos Financial Group LLC | 17,787 | $2.92M | $3.9M | $977,881.16 | 33.45% |