| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 35,892 | $3.45M | $6.3M | $2.85M | 82.74% |
Mariana Coli Dunhill Financial LLC | 47 | $5,978.6 | $8,252.73 | $2,274.13 | 38.04% |
Justin Dausch ALM First Financial Advisors LLC | 3,613 | $407,866.53 | $634,406.67 | $226,540.14 | 55.54% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,540 | $247,250.52 | $621,588.6 | $374,338.08 | 151.4% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 6,200 | $606,220.44 | $1.09M | $482,437.56 | 79.58% |
Lukas Lindgren Abound Wealth Management | 16 | $2,123.08 | $2,809.44 | $686.36 | 32.33% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 1,664 | $221,146 | $292,181.76 | $71,035.76 | 32.12% |
Matthew Zienty Cardinal Point Capital Management ULC | 14,737 | $1.86M | $2.59M | $732,402.09 | 39.48% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,341 | $702,904.95 | $1.82M | $1.11M | 158.32% |
| SC Scott Crane Crane Advisory LLC | 2,071 | $262,439.98 | $363,564.05 | $101,124.07 | 38.53% |
Jill Grimes Centurion Wealth Management LLC | 3,270 | $326,685.07 | $574,179.3 | $247,494.23 | 75.76% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,522 | $266,327.8 | $442,837.98 | $176,510.18 | 66.28% |
Brian Dechow SWAN Capital LLC | 401 | $55,540.54 | $70,411.59 | $14,871.05 | 26.78% |
Bert D. Barre Colonial Trust Co. / SC | 448 | $38,944.64 | $78,664.32 | $39,719.68 | 101.99% |
Daniel Guy Ethos Financial Group LLC | 5,149 | $741,289.28 | $904,112.91 | $162,823.63 | 21.96% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,182 | $359,184.16 | $558,727.38 | $199,543.22 | 55.55% |
| VL Victoria Latham Fiduciary Alliance LLC | 10,962 | $1.36M | $1.92M | $564,084.35 | 41.47% |
Kellie Borror Daner Wealth Management LLC | 10,625 | $1.23M | $1.87M | $630,897.08 | 51.1% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,817 | $232,652.57 | $319,047.03 | $86,394.46 | 37.13% |
Loni Adams Daymark Wealth Partners LLC | 37,779 | $4.79M | $6.63M | $1.84M | 38.42% |