| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 796,384 | $37.95M | $38.37M | $428,100.09 | 1.13% |
Caroline Jankowski Operose Advisors LLC | 3,227 | $155,440.27 | $155,492.99 | $52.72 | 0.03% |
Jay Richards Investment Advisory Group LLC | 6,197 | $298,432.21 | $298,602.44 | $170.23 | 0.06% |
| SP Samantha Pierangeli City State Bank | 1,038 | $49,585.26 | $49,932.99 | $347.73 | 0.7% |
| WTM W. Travis McKinney HB Wealth Management LLC | 55,830 | $2.65M | $2.69M | $38,703.09 | 1.46% |
Jason Matthews Kfg Wealth Management LLC | 5,447 | $264,198.15 | $262,300.28 | -$1,897.87 | -0.72% |
| SW Scott Williams Investmark Advisory Group LLC | 22,254 | $1.08M | $1.07M | -$7,266.77 | -0.67% |
Lincoln Bach Delap Wealth Advisory LLC | 13,999 | $672,745.13 | $674,051.85 | $1,306.72 | 0.19% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 102,851 | $4.88M | $4.95M | $74,052.72 | 1.52% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 5,949 | $287,355.75 | $286,474.09 | -$881.66 | -0.31% |
CJ Harrison DecisionPoint Financial LLC | 9,344 | $453,277.46 | $449,960.32 | -$3,317.14 | -0.73% |
Mark Mowrey Signature Resources Capital Management LLC | 28,207 | $1.34M | $1.36M | $15,629.62 | 1.17% |
| EB Elizabeth Barrett Sterling Wealth Advisors Inc. | 19,103 | $912,967.25 | $919,904.96 | $6,937.71 | 0.76% |
| RS Rebecca Sierp WPWealth LLP | 28,428 | $1.36M | $1.37M | $6,358.57 | 0.47% |
Bert D. Barre Colonial Trust Co. / SC | 6,457 | $309,236.39 | $310,646.27 | $1,409.88 | 0.46% |
Mark Meredith Meredith Wealth Planning | 49,216 | $2.36M | $2.37M | $3,214.36 | 0.14% |
Brian Matter Creative Capital Management Investments LLC | 7,207 | $347,629.86 | $346,728.77 | -$901.09 | -0.26% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 6,141 | $294,120.99 | $295,443.51 | $1,322.52 | 0.45% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 97,500 | $4.63M | $4.69M | $59,290 | 1.28% |
| SA Steve Alexandrowski GEM Asset Management LLC | 61,060 | $2.94M | $2.94M | $1,933.5 | 0.07% |