| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 5 | $1,602.62 | $2,105.95 | $503.33 | 31.41% |
Drew Phillips Fortitude Family Office LLC | 87 | $32,980.43 | $36,716.61 | $3,736.18 | 11.33% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,828 | $848,402.07 | $1.21M | $356,976.37 | 42.08% |
Bert D. Barre Colonial Trust Co. / SC | 719 | $190,370.69 | $302,407.8 | $112,037.11 | 58.85% |
Daniel Guy Ethos Financial Group LLC | 930 | $328,232.24 | $398,532.9 | $70,300.66 | 21.42% |
Bridget Davis Cedar Point Capital Partners LLC | 1,134 | $345,957.58 | $476,974.57 | $131,016.99 | 37.87% |
Victoria Latham Fiduciary Alliance LLC | 1,610 | $501,904.91 | $689,933.3 | $188,028.39 | 37.46% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 638 | $182,847.15 | $273,568.02 | $90,720.87 | 49.62% |
Loni Adams Daymark Wealth Partners LLC | 2,258 | $754,885.62 | $954,411.44 | $199,525.82 | 26.43% |
Brian Matter Creative Capital Management Investments LLC | 9 | $4,455.72 | $3,798.27 | -$657.45 | -14.76% |
Patrick D. Hayes Canopy Partners LLC | 546 | $270,314 | $233,996.49 | -$36,317.51 | -13.44% |
| JS Jeffrey Starkey Kooman & Associates | 1,020 | $281,750.39 | $428,583.6 | $146,833.21 | 52.11% |
Sue Oleari Trifecta Capital Advisors LLC | 2 | $991 | $857.8 | -$133.2 | -13.44% |
Amy Hart Phillips Wealth Planners LLC | 706 | $241,755.94 | $302,669.26 | $60,913.32 | 25.2% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 585 | $227,622.04 | $250,690.05 | $23,068.01 | 10.13% |
Amy Ardeel Icon Wealth Advisors LLC | 527 | $260,907.15 | $225,972.33 | -$34,934.82 | -13.39% |
Matthew Keyes Heritage Wealth Partners LLC | 3,097 | $833,982.98 | $1.3M | $467,593.21 | 56.07% |
| LQ Louise Quant Trium Capital LLP | 1,014 | $502,011.11 | $432,197.23 | -$69,813.88 | -13.91% |
Jeffrey Hanson Breakwater Capital Group | 599 | $199,133.2 | $256,845.21 | $57,712.01 | 28.98% |
Justin Halverson Great Waters Wealth Management | 634 | $210,596 | $271,802.14 | $61,206.14 | 29.06% |