| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 229,088 | $13.82M | $18.82M | $5M | 36.14% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 8,375 | $465,068.08 | $677,956.25 | $212,888.17 | 45.78% |
Lukas Lindgren Abound Wealth Management | 6,719 | $490,441.09 | $543,903.05 | $53,461.96 | 10.9% |
Drew Phillips Fortitude Family Office LLC | 205,077 | $13.84M | $16.6M | $2.76M | 19.97% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 5,102 | $370,083.77 | $413,006.9 | $42,923.13 | 11.6% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 22,653 | $1.35M | $1.83M | $482,442.73 | 35.7% |
G. Andrew Quinn AJ Advisors LLC | 252,672 | $14.15M | $20.45M | $6.3M | 44.53% |
Scott Crane Crane Advisory LLC | 234,747 | $12.86M | $19M | $6.15M | 47.82% |
Jill Grimes Centurion Wealth Management LLC | 3,438 | $215,530 | $278,306.1 | $62,776.1 | 29.13% |
| RR Roberto Roman MGO Private Wealth LLC | 4,480 | $269,552.8 | $374,393.6 | $104,840.8 | 38.89% |
Brian Dechow SWAN Capital LLC | 2,542 | $181,575.24 | $212,434.94 | $30,859.7 | 17% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 124,587 | $7.52M | $10.09M | $2.56M | 34.08% |
Anne Hudick Fee-Only Financial Planning, L.C. | 200,192 | $10.23M | $16.21M | $5.98M | 58.48% |
Bert D. Barre Colonial Trust Co. / SC | 9,417 | $623,493.69 | $779,068.41 | $155,574.72 | 24.95% |
David Kennon David Kennon Inc | 143,679 | $6.91M | $11.63M | $4.72M | 68.4% |
Daniel Guy Ethos Financial Group LLC | 142,300 | $9.48M | $11.52M | $2.03M | 21.45% |
Bridget Davis Cedar Point Capital Partners LLC | 152,109 | $10.97M | $12.31M | $1.35M | 12.27% |
Drew Hartman Warther Private Wealth LLC | 6,500 | $523,705 | $548,990 | $25,285 | 4.83% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,530 | $232,858.51 | $285,753.5 | $52,894.99 | 22.72% |
Victoria Latham Fiduciary Alliance LLC | 68,046 | $4.61M | $5.51M | $898,684.73 | 19.5% |