| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 66 | $4,715.7 | $6,087.84 | $1,372.14 | 29.1% |
Daniel Guy Ethos Financial Group LLC | 34,597 | $2.48M | $3.2M | $715,616.7 | 28.81% |
| VL Victoria Latham Fiduciary Alliance LLC | 4,125 | $299,224.74 | $381,480 | $82,255.26 | 27.49% |
Loni Adams Daymark Wealth Partners LLC | 31,713 | $1.97M | $2.93M | $953,364.2 | 48.35% |
Jessica Thayer Unique Wealth LLC | 12,017 | $896,888.94 | $1.11M | $214,443.22 | 23.91% |
Jeffrey D. Munjack JDM Financial Group LLC | 220 | $14,328.4 | $20,292.8 | $5,964.4 | 41.63% |
Adam Laibson Mainsail Financial Group LLC | 57,328 | $2.83M | $5.43M | $2.6M | 91.76% |
| SS Sheryl Stephens Stephens Consulting LLC | 540 | $29,227.15 | $49,809.6 | $20,582.45 | 70.42% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,383 | $165,393.58 | $219,807.92 | $54,414.34 | 32.9% |
| SR Scott Register Register Financial Advisors LLC | 1,213 | $65,341.74 | $114,907.49 | $49,565.75 | 75.86% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 92,840 | $6.21M | $8.54M | $2.34M | 37.61% |
Bepin Serraj Richard W. Paul & Associates LLC | 14,529 | $867,123.06 | $1.34M | $469,835.52 | 54.18% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 8,750 | $452,255.45 | $805,175 | $352,919.55 | 78.04% |
Darren Tapley New England Capital Financial Advisors LLC | 390 | $15,337.46 | $35,887.8 | $20,550.34 | 133.99% |
David Bach River Street Advisors LLC | 12,336 | $625,135.24 | $1.14M | $514,032.68 | 82.23% |
| MV Moises Valladares Insigneo Advisory Services LLC | 12,998 | $794,368.34 | $1.2M | $405,737 | 51.08% |
Ashley Buboltz Moran Wealth Management LLC | 53,201 | $3.66M | $4.91M | $1.26M | 34.33% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 15,350 | $878,812.47 | $1.42M | $538,683.28 | 61.3% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 102 | $6,393 | $9,410.52 | $3,017.52 | 47.2% |
| SJL Sheila J. Lindsay Bensler LLC | 9,280 | $533,539.12 | $854,548.8 | $321,009.68 | 60.17% |