| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,284 | $350,695.68 | $608,295.32 | $257,599.64 | 73.45% |
Anita Woodhouse V-Square Quantitative Management LLC | 476 | $90,688 | $90,054.44 | -$633.56 | -0.7% |
Rachel Faulk Cape Investment Advisory Inc. | 5,457 | $634,491.14 | $1.03M | $397,700.41 | 62.68% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 13,382 | $1.53M | $2.49M | $955,816.44 | 62.48% |
Mariana Coli Dunhill Financial LLC | 47 | $5,978.6 | $8,890.05 | $2,911.45 | 48.7% |
Justin Dausch ALM First Financial Advisors LLC | 3,613 | $407,866.53 | $664,033.27 | $256,166.74 | 62.81% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,635 | $271,189.85 | $668,222.05 | $397,032.2 | 146.4% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 6,200 | $606,220.44 | $1.16M | $551,040.56 | 90.9% |
Lukas Lindgren Abound Wealth Management | 16 | $2,123.08 | $3,028.4 | $905.32 | 42.64% |
Matthew Zienty Cardinal Point Capital Management ULC | 14,737 | $1.86M | $2.73M | $879,624.72 | 47.41% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,736 | $782,264.9 | $1.97M | $1.19M | 151.8% |
Scott Crane Crane Advisory LLC | 2,073 | $262,831.48 | $388,625.31 | $125,793.83 | 47.86% |
Jill Grimes Centurion Wealth Management LLC | 2,763 | $281,818.68 | $512,757.54 | $230,938.86 | 81.95% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,522 | $266,327.8 | $465,309 | $198,981.2 | 74.71% |
Brian Dechow SWAN Capital LLC | 202 | $26,872.66 | $37,240.72 | $10,368.06 | 38.58% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 8,725 | $1.66M | $1.65M | -$11,604.25 | -0.7% |
Bert D. Barre Colonial Trust Co. / SC | 423 | $36,771.39 | $79,642.44 | $42,871.05 | 116.59% |
David Kennon David Kennon Inc | 18,690 | $3.56M | $3.52M | -$43,567.53 | -1.22% |
Daniel Guy Ethos Financial Group LLC | 5,149 | $741,289.28 | $947,570.47 | $206,281.19 | 27.83% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,510 | $283,328.8 | $474,866.9 | $191,538.1 | 67.6% |