| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 23,248 | $5.93M | $5.88M | -$49,589.63 | -0.84% |
Jill Grimes Centurion Wealth Management LLC | 1,291 | $290,120.21 | $326,687.55 | $36,567.34 | 12.6% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,541 | $825,297.33 | $896,050.05 | $70,752.72 | 8.57% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,073 | $273,224.56 | $271,522.65 | -$1,701.91 | -0.62% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 34,915 | $7.54M | $8.84M | $1.3M | 17.25% |
Bert D. Barre Colonial Trust Co. / SC | 3,056 | $716,608.13 | $774,176.48 | $57,568.35 | 8.03% |
Daniel Guy Ethos Financial Group LLC | 3,083 | $756,146.58 | $780,153.15 | $24,006.57 | 3.17% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,087 | $749,174.64 | $792,000.72 | $42,826.08 | 5.72% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,424 | $1.57M | $1.37M | -$201,374.78 | -12.79% |
Loni Adams Daymark Wealth Partners LLC | 9,301 | $2.15M | $2.36M | $208,561.29 | 9.71% |
Jessica Thayer Unique Wealth LLC | 2,383 | $721,630.13 | $603,018.15 | -$118,611.98 | -16.44% |
Brian Matter Creative Capital Management Investments LLC | 535 | $143,575.68 | $135,381.75 | -$8,193.93 | -5.71% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 4,462 | $1.18M | $1.13M | -$48,015.08 | -4.07% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 4,368 | $1.19M | $1.11M | -$79,676.51 | -6.72% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,821 | $449,061.76 | $461,313.93 | $12,252.17 | 2.73% |
| HS Holly Skipper Verum Partners LLC | 2,000 | $467,749.06 | $506,660 | $38,910.94 | 8.32% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,027 | $877,348.45 | $772,687.15 | -$104,661.3 | -11.93% |
| PDH Patrick D. Hayes Canopy Partners LLC | 7,863 | $1.92M | $1.99M | $71,966.69 | 3.75% |
Marc White Clarendon Private LLC | 1,028 | $208,869 | $260,423.24 | $51,554.24 | 24.68% |
| SS Sheryl Stephens Stephens Consulting LLC | 114 | $27,857.21 | $28,879.62 | $1,022.41 | 3.67% |