| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,766 | $424,412.38 | $566,296.12 | $141,883.74 | 33.43% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 46 | $5,114.74 | $5,498.84 | $384.1 | 7.51% |
Lansing A. Davis Davis Asset Management LP | 2,000 | $219,420 | $236,440 | $17,020 | 7.76% |
Mariana Coli Dunhill Financial LLC | 59 | $6,028.13 | $6,964.95 | $936.82 | 15.54% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,467 | $163,824.07 | $175,453.2 | $11,629.13 | 7.1% |
Lukas Lindgren Abound Wealth Management | 3,955 | $240,059.35 | $466,571.35 | $226,512 | 94.36% |
Drew Phillips Fortitude Family Office LLC | 824 | $87,650.86 | $97,273.2 | $9,622.34 | 10.98% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,784 | $407,507.61 | $573,936.48 | $166,428.87 | 40.84% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,974 | $199,245 | $353,638.34 | $154,393.34 | 77.49% |
Brian Dechow SWAN Capital LLC | 375 | $39,548 | $44,595 | $5,047 | 12.76% |
Bert D. Barre Colonial Trust Co. / SC | 4,849 | $394,628.29 | $573,248.78 | $178,620.49 | 45.26% |
Victoria Latham Fiduciary Alliance LLC | 3,074 | $343,605 | $365,175.83 | $21,570.83 | 6.28% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,377 | $452,843.45 | $520,075.14 | $67,231.69 | 14.85% |
Loni Adams Daymark Wealth Partners LLC | 32,917 | $2.77M | $3.94M | $1.17M | 42.2% |
Brian Matter Creative Capital Management Investments LLC | 57 | $6,683.25 | $6,728.85 | $45.6 | 0.68% |
Michael Snyder Beaumont Financial Advisors LLC | 3,574 | $280,537.96 | $424,698.42 | $144,160.46 | 51.39% |
Jeffrey D. Munjack JDM Financial Group LLC | 56 | $5,792.64 | $6,651.96 | $859.32 | 14.83% |
Patrick D. Hayes Canopy Partners LLC | 3,193 | $269,556.28 | $379,567.87 | $110,011.59 | 40.81% |
Sheryl Stephens Stephens Consulting LLC | 63 | $4,337.94 | $7,481.25 | $3,143.31 | 72.46% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,954 | $546,313.96 | $592,746.1 | $46,432.14 | 8.5% |