| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rodrigo Diaz Plan Group Financial LLC | 249,803 | $13.15M | $17.57M | $4.42M | 33.65% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 13,583 | $688,888.12 | $958,688.14 | $269,800.02 | 39.16% |
Rachel Faulk Cape Investment Advisory Inc. | 475 | $29,545 | $33,406.75 | $3,861.75 | 13.07% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 35,251 | $1.97M | $2.48M | $511,478.51 | 25.95% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 25,921 | $1.5M | $1.82M | $319,865.14 | 21.34% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 76,443 | $4.26M | $5.38M | $1.11M | 26.14% |
Lukas Lindgren Abound Wealth Management | 295 | $16,167 | $20,719.32 | $4,552.32 | 28.16% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 72,508 | $4.48M | $5.1M | $617,336.5 | 13.77% |
Jill Grimes Centurion Wealth Management LLC | 15,703 | $952,356.7 | $1.11M | $153,605.59 | 16.13% |
Brian Dechow SWAN Capital LLC | 1,212 | $75,386 | $85,215.6 | $9,829.6 | 13.04% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 32,887 | $1.68M | $2.31M | $636,553.11 | 37.97% |
Bert D. Barre Colonial Trust Co. / SC | 896 | $53,894.52 | $62,939.52 | $9,045 | 16.78% |
Daniel Guy Ethos Financial Group LLC | 124,969 | $7.77M | $8.77M | $1.01M | 12.95% |
Victoria Latham Fiduciary Alliance LLC | 182,408 | $10.77M | $12.81M | $2.04M | 18.95% |
Jessica Thayer Unique Wealth LLC | 71,893 | $3.63M | $5.06M | $1.43M | 39.42% |
Belena Vincetti Fortis Capital Advisors LLC | 3,304 | $205,509 | $232,667.68 | $27,158.68 | 13.22% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,081 | $67,238.2 | $76,134.83 | $8,896.63 | 13.23% |
Adam Laibson Mainsail Financial Group LLC | 181,672 | $9.74M | $12.74M | $3.01M | 30.86% |
Scott Register Register Financial Advisors LLC | 605 | $33,724.71 | $42,567.8 | $8,843.09 | 26.22% |
Bree Pate Olisti Co. Wealth LLC | 1,362 | $90,927 | $95,939.28 | $5,012.28 | 5.51% |