| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Rebecca Sierp WPWealth LLP | 3,947 | $478,691.8 | $635,841.96 | $157,150.16 | 32.83% |
Lukas Lindgren Abound Wealth Management | 241 | $35,384.37 | $38,112.94 | $2,728.57 | 7.71% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,382 | $239,186 | $222,343.07 | -$16,842.93 | -7.04% |
Brian Dechow SWAN Capital LLC | 84,302 | $10.45M | $13.56M | $3.11M | 29.78% |
Anne Hudick Fee-Only Financial Planning, L.C. | 7,000 | $848,960 | $1.13M | $277,235 | 32.66% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 11,470 | $1.5M | $1.85M | $341,347.51 | 22.7% |
Bert D. Barre Colonial Trust Co. / SC | 2,035 | $246,858.7 | $327,858.85 | $81,000.15 | 32.81% |
Daniel Guy Ethos Financial Group LLC | 2,540 | $319,783 | $408,647.9 | $88,864.9 | 27.79% |
| VL Victoria Latham Fiduciary Alliance LLC | 5,328 | $649,412.11 | $857,195.28 | $207,783.17 | 32% |
Mark Meredith Meredith Wealth Planning | 1,224 | $211,801 | $196,923.24 | -$14,877.76 | -7.02% |
Brian Matter Creative Capital Management Investments LLC | 186 | $23,409.96 | $29,924.61 | $6,514.65 | 27.83% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 15,994 | $1.41M | $2.58M | $1.16M | 82.18% |
Christopher Casanega Sharper & Granite LLC | 7,082 | $859,662.97 | $1.14M | $278,839.35 | 32.44% |
Jeffrey D. Munjack JDM Financial Group LLC | 33 | $3,937.76 | $5,316.63 | $1,378.87 | 35.02% |
Bree Pate Olisti Co. Wealth LLC | 898 | $109,464.86 | $144,703.72 | $35,238.86 | 32.19% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 5,049 | $612,339.42 | $814,126 | $201,786.58 | 32.95% |
Darren Tapley New England Capital Financial Advisors LLC | 87 | $9,957.8 | $14,028.31 | $4,070.51 | 40.88% |
Jesse Haller Compass Financial Group Inc./SD | 3,666 | $501,407.98 | $590,427.63 | $89,019.65 | 17.75% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 1,600 | $201,376 | $257,992 | $56,616 | 28.11% |
| MR Michael Radoff LGT Financial Advisors LLC | 608 | $105,208 | $97,921.44 | -$7,286.56 | -6.93% |