| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 5,344 | $480,917.94 | $676,550.4 | $195,632.46 | 40.68% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,113 | $345,084.85 | $393,903.45 | $48,818.6 | 14.15% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 28,778 | $2.55M | $3.66M | $1.11M | 43.6% |
Anne Hudick Fee-Only Financial Planning, L.C. | 4,669 | $443,321.99 | $579,889.8 | $136,567.81 | 30.81% |
Bert D. Barre Colonial Trust Co. / SC | 2,042 | $190,739.5 | $254,249.42 | $63,509.92 | 33.3% |
Daniel Guy Ethos Financial Group LLC | 14,283 | $1.56M | $1.81M | $246,908.06 | 15.82% |
Victoria Latham Fiduciary Alliance LLC | 5,036 | $523,730.73 | $637,305.8 | $113,575.07 | 21.69% |
Gary Dempsey Leslie Global Wealth LLC | 2,078 | $272,487.58 | $258,846.07 | -$13,641.51 | -5.01% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,563 | $345,126.16 | $451,378.65 | $106,252.49 | 30.79% |
Loni Adams Daymark Wealth Partners LLC | 5,041 | $543,990.53 | $640,257.41 | $96,266.88 | 17.7% |
Brian Matter Creative Capital Management Investments LLC | 29 | $3,967.49 | $3,604.41 | -$363.08 | -9.15% |
Michael Snyder Beaumont Financial Advisors LLC | 58,993 | $4.87M | $7.48M | $2.6M | 53.44% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 9,767 | $1.07M | $1.21M | $145,712.7 | 13.64% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,838 | $341,758.68 | $482,052.8 | $140,294.12 | 41.05% |
Sheryl Stephens Stephens Consulting LLC | 891 | $79,479.45 | $112,729.32 | $33,249.87 | 41.83% |
| BP Brett Pohl Kingdom Financial Group LLC | 450 | $59,262.11 | $57,154.5 | -$2,107.61 | -3.56% |
Stephen Smith Kestra Investment Management LLC | 1,603 | $219,282 | $202,787.51 | -$16,494.49 | -7.52% |
Sue Oleari Trifecta Capital Advisors LLC | 1,001 | $92,120.89 | $126,576.45 | $34,455.56 | 37.4% |
Scott Register Register Financial Advisors LLC | 3,412 | $326,042.57 | $432,044.5 | $106,001.93 | 32.51% |
Bree Pate Olisti Co. Wealth LLC | 802 | $92,478.8 | $101,541.22 | $9,062.42 | 9.8% |