| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 19,479 | $514,676.59 | $711,762.66 | $197,086.07 | 38.29% |
Bridget Davis Cedar Point Capital Partners LLC | 7,420 | $217,926 | $271,238.1 | $53,312.1 | 24.46% |
Victoria Latham Fiduciary Alliance LLC | 38,730 | $1.14M | $1.41M | $273,569.51 | 23.97% |
Mark Meredith Meredith Wealth Planning | 26,633 | $787,502.4 | $978,363.25 | $190,860.85 | 24.24% |
Brian Matter Creative Capital Management Investments LLC | 2.43M | $62.7M | $89.23M | $26.53M | 42.31% |
Lyndsay Goody Onyx Financial Advisors LLC | 1.18M | $27.37M | $43.21M | $15.84M | 57.88% |
Patrick D. Hayes Canopy Partners LLC | 193,362 | $5.05M | $7.08M | $2.04M | 40.36% |
Nelson J. Lam LAM GROUP Inc. | 63,131 | $1.36M | $2.32M | $959,486.13 | 70.36% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 60,318 | $1.31M | $2.2M | $889,179.7 | 67.7% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 60,685 | $1.32M | $2.23M | $913,363.42 | 69.23% |
Bree Pate Olisti Co. Wealth LLC | 1,595 | $52,314.58 | $58,361.05 | $6,046.47 | 11.56% |
Steve Alexandrowski GEM Asset Management LLC | 165,736 | $3.92M | $6.07M | $2.16M | 55% |
Joseph A. Feste KM Capital Management Ltd. | 32,354 | $716,788.82 | $1.18M | $463,485.1 | 64.66% |
Matthew C. Jessup Jessup Wealth Management Inc. | 12,324 | $322,889 | $450,072.48 | $127,183.48 | 39.39% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 350,091 | $11.92M | $12.8M | $880,587.51 | 7.39% |
Robin Sherwood HTG Investment Advisors Inc. | 595,793 | $13.29M | $21.78M | $8.49M | 63.85% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 7,619 | $280,684 | $280,493.48 | -$190.52 | -0.07% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 5,658 | $136,943.43 | $206,545.29 | $69,601.86 | 50.83% |
Justin Halverson Great Waters Wealth Management | 5.35M | $137.69M | $197.31M | $59.62M | 43.3% |
Paul L. Moffat Arista Wealth Management LLC | 98,904 | $3.07M | $3.62M | $548,130.81 | 17.83% |