| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 38 | $14,782.28 | $17,859.24 | $3,076.96 | 20.82% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2 | $778 | $939.96 | $161.96 | 20.82% |
Lukas Lindgren Abound Wealth Management | 203 | $88,404.03 | $95,405.94 | $7,001.91 | 7.92% |
| DP Drew Phillips Fortitude Family Office LLC | 101 | $31,626.53 | $47,467.98 | $15,841.45 | 50.09% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 832 | $323,773.05 | $391,023.37 | $67,250.32 | 20.77% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 16,076 | $5.41M | $7.56M | $2.15M | 39.65% |
Jill Grimes Centurion Wealth Management LLC | 1,455 | $613,952 | $683,820.91 | $69,868.91 | 11.38% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,497 | $227,908.15 | $703,560.07 | $475,651.92 | 208.7% |
Bert D. Barre Colonial Trust Co. / SC | 12,634 | $2.05M | $5.94M | $3.88M | 189.09% |
| RSL Richard S. Levenson Western Financial Corp./CA | 1,573 | $611,473.26 | $739,278.56 | $127,805.3 | 20.9% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,325 | $855,235.78 | $1.09M | $237,467.74 | 27.77% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 655 | $257,156.65 | $307,836.91 | $50,680.26 | 19.71% |
Loni Adams Daymark Wealth Partners LLC | 3,614 | $886,516.13 | $1.7M | $811,991.63 | 91.59% |
Brian Matter Creative Capital Management Investments LLC | 51 | $9,271.75 | $23,968.98 | $14,697.23 | 158.52% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,355 | $204,947.14 | $636,822.91 | $431,875.77 | 210.73% |
| QS Quentin Stoker Gallacher Capital Management LLC | 528 | $222,616.85 | $248,149.45 | $25,532.6 | 11.47% |
Marc White Clarendon Private LLC | 1,657 | $654,681.54 | $778,756.88 | $124,075.34 | 18.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 353 | $146,267.93 | $165,902.94 | $19,635.01 | 13.42% |
Amy Hart Phillips Wealth Planners LLC | 1,315 | $395,190.54 | $618,023.71 | $222,833.17 | 56.39% |
Bree Pate Olisti Co. Wealth LLC | 37 | $14,400 | $17,389.26 | $2,989.26 | 20.76% |