| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 928 | $186,869.3 | $199,065.27 | $12,195.97 | 6.53% |
Lukas Lindgren Abound Wealth Management | 3 | $661.78 | $631.65 | -$30.13 | -4.55% |
Drew Phillips Fortitude Family Office LLC | 263 | $60,487.83 | $55,374.65 | -$5,113.18 | -8.45% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,261 | $1.85M | $2.58M | $730,094.51 | 39.43% |
Alex Nunnamaker Schechter Investment Advisors LLC | 960 | $232,473.6 | $202,128 | -$30,345.6 | -13.05% |
Bert D. Barre Colonial Trust Co. / SC | 1,258 | $223,418.35 | $269,991.96 | $46,573.61 | 20.85% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,679 | $349,543.03 | $564,063.45 | $214,520.42 | 61.37% |
Victoria Latham Fiduciary Alliance LLC | 29,342 | $4.24M | $6.18M | $1.94M | 45.61% |
Brian Matter Creative Capital Management Investments LLC | 21 | $4,474.68 | $4,421.55 | -$53.13 | -1.19% |
Belena Vincetti Fortis Capital Advisors LLC | 1,128 | $247,054.51 | $237,500.4 | -$9,554.11 | -3.87% |
Patrick D. Hayes Canopy Partners LLC | 1,647 | $284,095.06 | $346,775.85 | $62,680.79 | 22.06% |
| BP Brett Pohl Kingdom Financial Group LLC | 23 | $4,930 | $4,933.73 | $3.73 | 0.08% |
Amy Hart Phillips Wealth Planners LLC | 2,529 | $340,333.48 | $542,495.76 | $202,162.28 | 59.4% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,065 | $445,997.07 | $434,785.75 | -$11,211.32 | -2.51% |
| LQ Louise Quant Trium Capital LLP | 8,596 | $1.85M | $1.81M | -$39,572.3 | -2.14% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2,365 | $445,709.82 | $497,950.75 | $52,240.93 | 11.72% |
Ashley Buboltz Moran Wealth Management LLC | 94,384 | $17.15M | $19.54M | $2.39M | 13.96% |
David Smith Linden Thomas Advisory Services LLC | 1,173 | $249,943 | $246,975.15 | -$2,967.85 | -1.19% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,200 | $185,541.18 | $257,411.99 | $71,870.81 | 38.74% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,057 | $212,647.26 | $222,551.35 | $9,904.09 | 4.66% |