| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 37,721 | $1.24M | $1.43M | $186,787.08 | 15.03% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,874 | $220,917.14 | $263,033.61 | $42,116.47 | 19.06% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 162,286 | $3.88M | $6.18M | $2.29M | 59.03% |
Rachel Faulk Cape Investment Advisory Inc. | 4,331 | $174,801.96 | $166,310.4 | -$8,491.56 | -4.86% |
Mariana Coli Dunhill Financial LLC | 117 | $3,998 | $4,492.8 | $494.8 | 12.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 28,379 | $841,013.65 | $1.07M | $232,847.71 | 27.69% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 24,021 | $821,560.48 | $919,764.09 | $98,203.61 | 11.95% |
Bert D. Barre Colonial Trust Co. / SC | 2,046 | $86,607.18 | $78,269.73 | -$8,337.45 | -9.63% |
Loni Adams Daymark Wealth Partners LLC | 9,448 | $306,809.95 | $357,512.32 | $50,702.37 | 16.53% |
Stephen Smith Kestra Investment Management LLC | 483,526 | $16.27M | $18.31M | $2.04M | 12.52% |
Bree Pate Olisti Co. Wealth LLC | 22,689 | $552,315.19 | $863,543.34 | $311,228.15 | 56.35% |
Salvatore Cocivera Cora Capital Advisors LLC | 7,393 | $260,921.7 | $282,708.32 | $21,786.62 | 8.35% |
Moises Valladares Insigneo Advisory Services LLC | 8,467 | $255,280.07 | $319,671.58 | $64,391.51 | 25.22% |
David Gutierrez Gutierrez Wealth Advisory LLC | 222,757 | $6.64M | $8.5M | $1.86M | 28.02% |
Jeffrey Steele Silverlake Wealth Management LLC | 81,027 | $2.19M | $3.08M | $889,436.69 | 40.62% |
Jill Batley Gateway Wealth Partners LLC | 161,943 | $5.4M | $6.13M | $721,453.52 | 13.35% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 5,201 | $150,547.1 | $198,522.17 | $47,975.07 | 31.87% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 266,143 | $8.59M | $10.2M | $1.61M | 18.68% |
Ian Laterreur Ergawealth Advisors Inc. | 495,244 | $16.73M | $18.87M | $2.14M | 12.8% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 894 | $26,320 | $34,329.6 | $8,009.6 | 30.43% |