| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 171 | $8,773.08 | $15,254.91 | $6,481.83 | 73.88% |
Kellie Borror Daner Wealth Management LLC | 2,501 | $228,384 | $223,464.35 | -$4,919.65 | -2.15% |
Loni Adams Daymark Wealth Partners LLC | 6,419 | $426,737.45 | $561,277.36 | $134,539.91 | 31.53% |
Brian Matter Creative Capital Management Investments LLC | 397 | $29,518.26 | $34,713.68 | $5,195.42 | 17.6% |
Holly Skipper Verum Partners LLC | 5,332 | $265,680.7 | $466,230.08 | $200,549.38 | 75.49% |
Patrick D. Hayes Canopy Partners LLC | 2,317 | $217,010 | $202,598.48 | -$14,411.52 | -6.64% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 6,910 | $459,377 | $631,021.2 | $171,644.2 | 37.36% |
Sue Oleari Trifecta Capital Advisors LLC | 3,000 | $147,540.5 | $262,320 | $114,779.5 | 77.8% |
Scott Register Register Financial Advisors LLC | 16,845 | $853,631.35 | $1.47M | $619,295.45 | 72.55% |
Bree Pate Olisti Co. Wealth LLC | 1,575 | $109,305 | $137,718 | $28,413 | 25.99% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 110,286 | $7.6M | $9.92M | $2.32M | 30.45% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 40,161 | $1.82M | $3.51M | $1.69M | 92.99% |
Amy Ardeel Icon Wealth Advisors LLC | 2,326 | $217,853.16 | $216,643.64 | -$1,209.52 | -0.56% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 5,551 | $335,466.41 | $485,379.44 | $149,913.03 | 44.69% |
Bepin Serraj Richard W. Paul & Associates LLC | 92 | $5,192.8 | $8,401.44 | $3,208.64 | 61.79% |
Jeffrey Hanson Breakwater Capital Group | 3,087 | $214,237.8 | $269,927.28 | $55,689.48 | 25.99% |
Kyle Kelley Family Capital Management Inc. | 3,700 | $209,977.62 | $323,528 | $113,550.38 | 54.08% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 185 | $6,079 | $16,176.4 | $10,097.4 | 166.1% |
Justin Halverson Great Waters Wealth Management | 6,944 | $375,124.13 | $607,183.36 | $232,059.23 | 61.86% |
Darren Tapley New England Capital Financial Advisors LLC | 43 | $2,859 | $3,759.92 | $900.92 | 31.51% |