| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,787 | $261,871.24 | $296,648.28 | $34,777.04 | 13.28% |
Lukas Lindgren Abound Wealth Management | 19 | $1,789.55 | $2,017.23 | $227.68 | 12.72% |
Drew Phillips Fortitude Family Office LLC | 183 | $19,893.25 | $19,405.32 | -$487.93 | -2.45% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,391 | $251,569.05 | $255,239.25 | $3,670.2 | 1.46% |
Bert D. Barre Colonial Trust Co. / SC | 21,044 | $2.03M | $2.24M | $213,929.08 | 10.56% |
Victoria Latham Fiduciary Alliance LLC | 13,430 | $1.44M | $1.43M | -$5,379.95 | -0.37% |
Loni Adams Daymark Wealth Partners LLC | 5,021 | $494,209.44 | $533,581.67 | $39,372.23 | 7.97% |
Brian Matter Creative Capital Management Investments LLC | 22 | $2,568.94 | $2,332.88 | -$236.06 | -9.19% |
Erik Brenner Hilltop Partners LLC | 2,370 | $229,302.12 | $252,997.5 | $23,695.38 | 10.33% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 10,902 | $1.26M | $1.16M | -$105,244.97 | -8.34% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,914 | $274,298.14 | $308,505.18 | $34,207.04 | 12.47% |
| BP Brett Pohl Kingdom Financial Group LLC | 5,183 | $546,579.91 | $550,486.43 | $3,906.52 | 0.71% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $117 | $106.75 | -$10.25 | -8.76% |
Amy Hart Phillips Wealth Planners LLC | 5,100 | $517,317.57 | $539,937 | $22,619.43 | 4.37% |
Bree Pate Olisti Co. Wealth LLC | 245 | $25,837.62 | $26,153.75 | $316.13 | 1.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,949 | $297,884.54 | $314,805.75 | $16,921.21 | 5.68% |
Amy Ardeel Icon Wealth Advisors LLC | 19,271 | $1.97M | $2.06M | $90,362.02 | 4.59% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,139 | $249,771 | $226,819.56 | -$22,951.44 | -9.19% |
Bepin Serraj Richard W. Paul & Associates LLC | 213 | $23,120.22 | $22,737.75 | -$382.47 | -1.65% |
Darren Tapley New England Capital Financial Advisors LLC | 280 | $28,382.78 | $29,890 | $1,507.22 | 5.31% |