| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 2,673 | $83,582.97 | $132,353.59 | $48,770.62 | 58.35% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 36,901 | $1.64M | $1.82M | $176,949.71 | 10.76% |
Alex Nunnamaker Schechter Investment Advisors LLC | 60,067 | $2.15M | $2.96M | $804,317.65 | 37.36% |
Bert D. Barre Colonial Trust Co. / SC | 6,945 | $179,181 | $343,013.55 | $163,832.55 | 91.43% |
Bridget Davis Cedar Point Capital Partners LLC | 14,867 | $530,651.45 | $734,282.62 | $203,631.17 | 38.37% |
Victoria Latham Fiduciary Alliance LLC | 566,011 | $19.13M | $27.86M | $8.73M | 45.66% |
Gary Dempsey Leslie Global Wealth LLC | 243,250 | $8.8M | $12.01M | $3.21M | 36.5% |
Mark Meredith Meredith Wealth Planning | 15,115 | $758,924 | $744,111.45 | -$14,812.55 | -1.95% |
Jade Franke Retirement Investment Advisors Inc. | 6,385 | $204,078.68 | $314,876.27 | $110,797.59 | 54.29% |
Jeffrey D. Munjack JDM Financial Group LLC | 884,654 | $34.92M | $43.55M | $8.63M | 24.73% |
| BG Becki Goebel TCP Asset Management LLC | 161,506 | $7.37M | $7.95M | $578,199.18 | 7.84% |
| BP Brett Pohl Kingdom Financial Group LLC | 873 | $38,772.1 | $43,043.26 | $4,271.16 | 11.02% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 95,734 | $3.49M | $4.71M | $1.23M | 35.22% |
Timothy J. Videnka Forza Wealth Management LLC | 7,545 | $226,971.95 | $375,590.1 | $148,618.15 | 65.48% |
John J. Edwards Breed's Hi LLCapital LLC | 128,294 | $4.38M | $6.32M | $1.93M | 44.07% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 18,062 | $539,230.3 | $889,192.26 | $349,961.96 | 64.9% |
Andy Peters Goldstein Advisors LLC | 32,562 | $1.32M | $1.61M | $289,136.04 | 21.85% |
Bepin Serraj Richard W. Paul & Associates LLC | 9,564 | $369,228.59 | $470,835.72 | $101,607.13 | 27.52% |
Darren Tapley New England Capital Financial Advisors LLC | 214,550 | $6.94M | $10.56M | $3.62M | 52.09% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 51,159 | $1.57M | $2.53M | $952,961.84 | 60.59% |