| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 116 | $32,767.59 | $64,825.44 | $32,057.85 | 97.83% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 1,127 | $406,753.79 | $620,638.9 | $213,885.11 | 52.58% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 12 | $4,353 | $6,515.88 | $2,162.88 | 49.69% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,009 | $661,793 | $557,068.9 | -$104,724.1 | -15.82% |
Lukas Lindgren Abound Wealth Management | 825 | $209,760.5 | $462,140.25 | $252,379.75 | 120.32% |
Drew Phillips Fortitude Family Office LLC | 3 | $736 | $1,676.52 | $940.52 | 127.79% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,482 | $388,204.9 | $1.34M | $951,553.88 | 245.12% |
G. Andrew Quinn AJ Advisors LLC | 23,453 | $6.55M | $12.76M | $6.21M | 94.92% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 3,100 | $1.08M | $1.72M | $636,270.04 | 58.91% |
Brian Dechow SWAN Capital LLC | 236 | $84,871.23 | $128,867.78 | $43,996.55 | 51.84% |
Bert D. Barre Colonial Trust Co. / SC | 25 | $9,585 | $13,858.12 | $4,273.12 | 44.58% |
Victoria Latham Fiduciary Alliance LLC | 4,195 | $1.7M | $2.29M | $589,989.17 | 34.76% |
Mark Meredith Meredith Wealth Planning | 1,485 | $359,952.52 | $816,807.47 | $456,854.95 | 126.92% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,824 | $445,113.17 | $1M | $555,423.79 | 124.78% |
Jessica Thayer Unique Wealth LLC | 2,744 | $1.04M | $1.48M | $438,314.18 | 42.03% |
Nolan Langford Left Brain Wealth Management LLC | 467 | $306,301 | $260,476.25 | -$45,824.75 | -14.96% |
Michael Snyder Beaumont Financial Advisors LLC | 6,565 | $1.8M | $3.6M | $1.8M | 100.13% |
Parker Johnson Cooper Capital Advisors LLC | 20,173 | $6.75M | $10.88M | $4.13M | 61.24% |
Belena Vincetti Fortis Capital Advisors LLC | 594 | $389,599 | $325,690.2 | -$63,908.8 | -16.4% |
Dennis Wallace Fortune Financial Advisors LLC | 321 | $210,541 | $176,774.7 | -$33,766.3 | -16.04% |