| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Jodi Burnett Invictus Private Wealth LLC | 6,012 | $503,430 | $598,133.88 | $94,703.88 | 18.81% |
Brook Hart Presilium Private Wealth LLC | 278,196 | $23.64M | $27.83M | $4.19M | 17.71% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 9,544 | $822,886.8 | $954,590.85 | $131,704.05 | 16.01% |
Mark Mowrey Signature Resources Capital Management LLC | 169 | $15,407.33 | $16,903.38 | $1,496.05 | 9.71% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,909 | $908,348.9 | $991,098.15 | $82,749.25 | 9.11% |
David Hunter Horizons Wealth Management | 117,118 | $10.42M | $11.71M | $1.29M | 12.38% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 38 | $3,462.55 | $3,800.76 | $338.21 | 9.77% |
| VP Vyoma Patel Strata Wealth Advisors LLC | 5,905 | $497,547.24 | $590,618.08 | $93,070.84 | 18.71% |
Mariana Coli Dunhill Financial LLC | 18,501 | $1.7M | $1.85M | $153,478.42 | 9.04% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 4,951 | $421,798.98 | $495,199.01 | $73,400.03 | 17.4% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,262 | $181,928.29 | $226,245.23 | $44,316.94 | 24.36% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,069 | $715,222.98 | $807,061.36 | $91,838.38 | 12.84% |
Lukas Lindgren Abound Wealth Management | 40,502 | $3.47M | $4.05M | $585,936.63 | 16.91% |
| DP Drew Phillips Fortitude Family Office LLC | 117 | $10,418.98 | $11,702.34 | $1,283.36 | 12.32% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,670 | $678,794.3 | $767,153.38 | $88,359.08 | 13.02% |
Alex Nunnamaker Schechter Investment Advisors LLC | 49,467 | $5.27M | $4.95M | -$326,992.29 | -6.2% |
Brian Dechow SWAN Capital LLC | 222,529 | $19.38M | $22.26M | $2.88M | 14.85% |
Anne Hudick Fee-Only Financial Planning, L.C. | 3,386 | $279,279.08 | $338,667.71 | $59,388.63 | 21.26% |
Bert D. Barre Colonial Trust Co. / SC | 5,388 | $463,633.47 | $538,907.74 | $75,274.27 | 16.24% |
David Kennon David Kennon Inc | 84,232 | $6.86M | $8.42M | $1.56M | 22.73% |