| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 161 | $27,434.48 | $38,506.37 | $11,071.89 | 40.36% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 1,044 | $229,445.76 | $249,693.48 | $20,247.72 | 8.82% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,469 | $454,331.22 | $590,510.73 | $136,179.51 | 29.97% |
Scott Crane Crane Advisory LLC | 136,218 | $23.89M | $32.58M | $8.69M | 36.36% |
Jill Grimes Centurion Wealth Management LLC | 21,240 | $3.64M | $5.08M | $1.44M | 39.55% |
Alex Nunnamaker Schechter Investment Advisors LLC | 19,221 | $3.51M | $4.6M | $1.09M | 30.97% |
Brian Dechow SWAN Capital LLC | 77,910 | $16.31M | $19.18M | $2.87M | 17.57% |
Bert D. Barre Colonial Trust Co. / SC | 11,367 | $2.25M | $2.79M | $543,764.11 | 24.17% |
Daniel Guy Ethos Financial Group LLC | 6,300 | $1.09M | $1.51M | $415,288.13 | 38.05% |
Drew Hartman Warther Private Wealth LLC | 4,723 | $1.12M | $1.16M | $41,373.48 | 3.7% |
Victoria Latham Fiduciary Alliance LLC | 13,904 | $2.84M | $3.33M | $485,466.61 | 17.09% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,996 | $315,196.6 | $491,395.24 | $176,198.64 | 55.9% |
Loni Adams Daymark Wealth Partners LLC | 7,038 | $1.33M | $1.68M | $351,693.51 | 26.41% |
Jessica Thayer Unique Wealth LLC | 3,558 | $789,949.33 | $850,966.86 | $61,017.53 | 7.72% |
Stephen Cheifetz Kades & Cheifetz LLC | 57,053 | $9.1M | $13.65M | $4.54M | 49.92% |
Brian Matter Creative Capital Management Investments LLC | 307 | $61,356.53 | $73,425.19 | $12,068.66 | 19.67% |
Michael Snyder Beaumont Financial Advisors LLC | 1,561 | $256,896.26 | $373,344.37 | $116,448.11 | 45.33% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 989 | $202,419 | $236,539.13 | $34,120.13 | 16.86% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,066 | $454,073.88 | $494,125.22 | $40,051.34 | 8.82% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 148,029 | $17.93M | $35.4M | $17.48M | 97.48% |