| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 6,554 | $411,371.4 | $549,290.74 | $137,919.34 | 33.53% |
Mariana Coli Dunhill Financial LLC | 644 | $44,581.35 | $53,764.34 | $9,182.99 | 20.6% |
Rebecca Sierp WPWealth LLP | 253,917 | $16.65M | $21.2M | $4.55M | 27.35% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,749 | $121,866.8 | $141,721.47 | $19,854.67 | 16.29% |
Lukas Lindgren Abound Wealth Management | 1,097 | $75,436.89 | $88,889.91 | $13,453.02 | 17.83% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,744 | $376,805.13 | $465,436.31 | $88,631.18 | 23.52% |
Bert D. Barre Colonial Trust Co. / SC | 8,020 | $476,259.44 | $667,424.4 | $191,164.96 | 40.14% |
Bridget Davis Cedar Point Capital Partners LLC | 119,981 | $7.26M | $9.72M | $2.46M | 33.96% |
Victoria Latham Fiduciary Alliance LLC | 11,588 | $825,521.27 | $938,975.63 | $113,454.36 | 13.74% |
Christopher D. Rich EnRich Financial Partners LLC | 255,558 | $15.37M | $20.71M | $5.33M | 34.7% |
Kellie Borror Daner Wealth Management LLC | 135,563 | $9.19M | $11.45M | $2.26M | 24.55% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 45,601 | $3.38M | $3.82M | $440,312.1 | 13.02% |
Brian Matter Creative Capital Management Investments LLC | 343 | $20,494.25 | $27,793.29 | $7,299.04 | 35.62% |
Belena Vincetti Fortis Capital Advisors LLC | 3,436 | $206,435 | $278,419.08 | $71,984.08 | 34.87% |
| JS Jeffrey Starkey Kooman & Associates | 28,126 | $1.82M | $2.28M | $454,140.92 | 24.89% |
| BG Becki Goebel TCP Asset Management LLC | 49,605 | $2.84M | $4.02M | $1.18M | 41.71% |
Nelson J. Lam LAM GROUP Inc. | 101,138 | $5.22M | $8.2M | $2.97M | 56.98% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 12,521 | $726,612.18 | $1.01M | $287,964.44 | 39.63% |
Stephen Smith Kestra Investment Management LLC | 81,423 | $5.82M | $6.77M | $958,463.73 | 16.48% |
Bree Pate Olisti Co. Wealth LLC | 40,666 | $2.56M | $3.3M | $731,023.56 | 28.51% |