| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 6,071 | $197,547.95 | $219,405.94 | $21,857.99 | 11.06% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 58,031 | $1.42M | $2.08M | $668,033.7 | 47.15% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 852 | $27,889 | $30,407.88 | $2,518.88 | 9.03% |
Lukas Lindgren Abound Wealth Management | 14,889 | $368,163.96 | $538,311.79 | $170,147.83 | 46.22% |
Bert D. Barre Colonial Trust Co. / SC | 1,500 | $35,505 | $54,112.5 | $18,607.5 | 52.41% |
Daniel Guy Ethos Financial Group LLC | 128,841 | $3.3M | $4.59M | $1.3M | 39.35% |
Victoria Latham Fiduciary Alliance LLC | 13,935 | $459,158.25 | $496,991.77 | $37,833.52 | 8.24% |
Jessica Thayer Unique Wealth LLC | 6,214 | $206,545.95 | $221,839.8 | $15,293.85 | 7.4% |
Stephen Cheifetz Kades & Cheifetz LLC | 39,353 | $965,550.92 | $1.42M | $456,666.5 | 47.3% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 52,357 | $1.46M | $1.89M | $430,068.72 | 29.45% |
Belena Vincetti Fortis Capital Advisors LLC | 31,249 | $912,275.05 | $1.12M | $204,720.45 | 22.44% |
Jeffrey D. Munjack JDM Financial Group LLC | 618 | $14,902.53 | $22,111.98 | $7,209.45 | 48.38% |
Scott Register Register Financial Advisors LLC | 13 | $471 | $465.01 | -$5.99 | -1.27% |
Kevin Gray Lodestar Private Asset Management LLC | 78,620 | $1.98M | $2.82M | $833,345.88 | 41.99% |
John J. Edwards Breed's Hi LLCapital LLC | 78,457 | $1.94M | $2.82M | $873,226.2 | 44.9% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 94,812 | $2.27M | $3.42M | $1.15M | 50.69% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 5,612 | $203,490 | $202,396.78 | -$1,093.22 | -0.54% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,700 | $78,641.33 | $96,403.5 | $17,762.17 | 22.59% |
Justin Halverson Great Waters Wealth Management | 8,479 | $206,980.17 | $304,862.44 | $97,882.27 | 47.29% |
Jesse Haller Compass Financial Group Inc./SD | 25,445 | $925,692.59 | $919,709.52 | -$5,983.07 | -0.65% |