| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rebecca Sierp WPWealth LLP | 3,947 | $478,691.8 | $641,071.74 | $162,379.94 | 33.92% |
Lukas Lindgren Abound Wealth Management | 143 | $22,766.29 | $24,019.71 | $1,253.42 | 5.51% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,416 | $244,290.42 | $237,845.52 | -$6,444.9 | -2.64% |
Brian Dechow SWAN Capital LLC | 76,808 | $9.53M | $13.23M | $3.7M | 38.82% |
Anne Hudick Fee-Only Financial Planning, L.C. | 6,400 | $776,192 | $1.08M | $298,816 | 38.5% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 11,530 | $1.51M | $1.94M | $423,682.86 | 28% |
Bert D. Barre Colonial Trust Co. / SC | 778 | $98,314.23 | $132,314.46 | $34,000.23 | 34.58% |
Daniel Guy Ethos Financial Group LLC | 2,540 | $319,783 | $426,643.8 | $106,860.8 | 33.42% |
Victoria Latham Fiduciary Alliance LLC | 5,317 | $648,078.03 | $893,096.49 | $245,018.46 | 37.81% |
Loni Adams Daymark Wealth Partners LLC | 3,656 | $548,869 | $614,098.32 | $65,229.32 | 11.88% |
Brian Matter Creative Capital Management Investments LLC | 186 | $23,409.96 | $31,242.42 | $7,832.46 | 33.46% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 15,994 | $1.41M | $2.69M | $1.27M | 89.94% |
Christopher Casanega Sharper & Granite LLC | 7,082 | $859,662.97 | $1.19M | $329,900.57 | 38.38% |
Jeffrey D. Munjack JDM Financial Group LLC | 33 | $3,937.76 | $5,828.46 | $1,890.7 | 48.01% |
Bree Pate Olisti Co. Wealth LLC | 898 | $109,464.86 | $150,837.06 | $41,372.2 | 37.79% |
Salvatore Cocivera Cora Capital Advisors LLC | 4,799 | $582,019.59 | $806,088.03 | $224,068.44 | 38.5% |
Darren Tapley New England Capital Financial Advisors LLC | 88 | $10,108.03 | $14,781.36 | $4,673.33 | 46.23% |
Jesse Haller Compass Financial Group Inc./SD | 2,571 | $368,605.13 | $431,850.87 | $63,245.74 | 17.16% |
Neil Christ Oak Hill Wealth Advisors LLC | 1,600 | $201,376 | $268,752 | $67,376 | 33.46% |
Michael Radoff LGT Financial Advisors LLC | 488 | $84,443.26 | $81,969.36 | -$2,473.9 | -2.93% |