| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Warner WARNER FINANCIAL Inc. | 1,883 | $245,172.81 | $353,392.02 | $108,219.21 | 44.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,599 | $4.27M | $6.23M | $1.97M | 46.1% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,491 | $177,964.09 | $276,714.69 | $98,750.6 | 55.49% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 540 | $68,069.43 | $102,359.7 | $34,290.27 | 50.38% |
Rodrigo Diaz Plan Group Financial LLC | 2,049 | $235,799.79 | $385,345.18 | $149,545.39 | 63.42% |
Rachel Faulk Cape Investment Advisory Inc. | 389 | $59,611.77 | $72,155.61 | $12,543.84 | 21.04% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 825 | $104,424.06 | $156,420 | $51,995.94 | 49.79% |
Mariana Coli Dunhill Financial LLC | 50,901 | $8.56M | $9.44M | $882,687.91 | 10.31% |
Rebecca Sierp WPWealth LLP | 3,947 | $478,691.8 | $730,135.79 | $251,443.99 | 52.53% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 88 | $15,150 | $16,693.6 | $1,543.6 | 10.19% |
Lukas Lindgren Abound Wealth Management | 143 | $22,766.29 | $26,432.83 | $3,666.54 | 16.11% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,416 | $244,290.42 | $267,850.56 | $23,560.14 | 9.64% |
Brian Dechow SWAN Capital LLC | 76,808 | $9.53M | $14.56M | $5.03M | 52.72% |
Anne Hudick Fee-Only Financial Planning, L.C. | 6,400 | $776,192 | $1.19M | $412,832 | 53.19% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 11,530 | $1.51M | $2.14M | $625,688.58 | 41.35% |
Bert D. Barre Colonial Trust Co. / SC | 778 | $98,314.23 | $144,311.22 | $45,996.99 | 46.79% |
Daniel Guy Ethos Financial Group LLC | 2,540 | $319,783 | $480,009.2 | $160,226.2 | 50.1% |
Victoria Latham Fiduciary Alliance LLC | 5,269 | $642,256.58 | $996,525.97 | $354,269.39 | 55.16% |
Mark Meredith Meredith Wealth Planning | 1,224 | $210,724 | $229,665.24 | $18,941.24 | 8.99% |
Loni Adams Daymark Wealth Partners LLC | 3,656 | $548,869 | $693,762.56 | $144,893.56 | 26.4% |