| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,169 | $357,222.86 | $525,396.87 | $168,174.01 | 47.08% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,239 | $670,699.73 | $784,582.97 | $113,883.24 | 16.98% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 995 | $207,104.39 | $241,018.85 | $33,914.46 | 16.38% |
Bert D. Barre Colonial Trust Co. / SC | 1,587 | $229,246.8 | $384,379.33 | $155,132.53 | 67.67% |
| VL Victoria Latham Fiduciary Alliance LLC | 1,189 | $239,511.56 | $288,011.47 | $48,499.91 | 20.25% |
| GD Gary Dempsey Leslie Global Wealth LLC | 1,142 | $217,302.2 | $276,626.66 | $59,324.46 | 27.3% |
Loni Adams Daymark Wealth Partners LLC | 1,855 | $315,412.96 | $449,290.27 | $133,877.31 | 42.45% |
Brian Matter Creative Capital Management Investments LLC | 90 | $17,743.5 | $21,800.7 | $4,057.2 | 22.87% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 1,302 | $199,126.21 | $315,350.91 | $116,224.7 | 58.37% |
| HS Holly Skipper Verum Partners LLC | 1,388 | $287,420.79 | $336,180.54 | $48,759.75 | 16.96% |
| BP Brett Pohl Kingdom Financial Group LLC | 203 | $42,143.08 | $49,167.61 | $7,024.53 | 16.67% |
| SS Stephen Smith Kestra Investment Management LLC | 1,120 | $232,160 | $271,269.6 | $39,109.6 | 16.85% |
Amy Hart Phillips Wealth Planners LLC | 1,411 | $278,875.87 | $341,751.25 | $62,875.38 | 22.55% |
Bree Pate Olisti Co. Wealth LLC | 336 | $69,938 | $80,613.12 | $10,675.12 | 15.26% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,428 | $280,384.18 | $345,868.74 | $65,484.56 | 23.36% |
Amy Ardeel Icon Wealth Advisors LLC | 1,661 | $315,483.98 | $403,207.75 | $87,723.77 | 27.81% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 439 | $91,023 | $106,567.25 | $15,544.25 | 17.08% |
| DP Dean Pelos Commonwealth Retirement Investments LLC | 15,729 | $2.96M | $3.82M | $855,542.13 | 28.88% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,260 | $268,755.63 | $305,865 | $37,109.37 | 13.81% |
Darren Tapley New England Capital Financial Advisors LLC | 264 | $35,992.68 | $64,086 | $28,093.32 | 78.05% |