| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FIL FWG Investments LLC FWG Investments LLC | 2,020 | $232,861.08 | $359,701.4 | $126,840.32 | 54.47% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 620 | $23,903.4 | $104,513.4 | $80,610 | 337.23% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 5,761 | $657,790.98 | $1.02M | $361,445.14 | 54.95% |
Mariana Coli Dunhill Financial LLC | 40,619 | $4.68M | $7.24M | $2.55M | 54.55% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 172 | $27,686.65 | $28,987.16 | $1,300.51 | 4.7% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 5,950 | $420,230.39 | $1.06M | $636,043.36 | 151.36% |
Lukas Lindgren Abound Wealth Management | 2,541 | $141,626.41 | $451,205.37 | $309,578.96 | 218.59% |
Drew Phillips Fortitude Family Office LLC | 197 | $29,215 | $35,093.58 | $5,878.58 | 20.12% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,023 | $573,562 | $877,543.21 | $303,981.21 | 53% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,096 | $453,093.27 | $529,477.92 | $76,384.65 | 16.86% |
Jill Grimes Centurion Wealth Management LLC | 2,218 | $229,312.39 | $389,125.92 | $159,813.53 | 69.69% |
Alex Nunnamaker Schechter Investment Advisors LLC | 21,273 | $1.55M | $3.62M | $2.07M | 133.74% |
Brian Dechow SWAN Capital LLC | 868 | $85,446.55 | $147,047.88 | $61,601.33 | 72.09% |
Bert D. Barre Colonial Trust Co. / SC | 517 | $65,209.86 | $90,369.01 | $25,159.15 | 38.58% |
Victoria Latham Fiduciary Alliance LLC | 1,440 | $213,552 | $246,621.6 | $33,069.6 | 15.49% |
Belena Vincetti Fortis Capital Advisors LLC | 2,373 | $370,752.25 | $413,941.37 | $43,189.12 | 11.65% |
Patrick D. Hayes Canopy Partners LLC | 2,048 | $240,674.63 | $360,407.04 | $119,732.41 | 49.75% |
Sheryl Stephens Stephens Consulting LLC | 2 | $298 | $341.92 | $43.92 | 14.74% |
Nelson J. Lam LAM GROUP Inc. | 50 | $5,931 | $8,942 | $3,011 | 50.77% |
Lucas Mosher SP Asset Management LLC | 2,500 | $200,350 | $446,600 | $246,250 | 122.91% |