| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 24,261 | $723,059.24 | $962,191.26 | $239,132.02 | 33.07% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,707 | $92,283.08 | $109,606.43 | $17,323.35 | 18.77% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 27,409 | $797,163.11 | $1.09M | $289,877.83 | 36.36% |
Drew Phillips Fortitude Family Office LLC | 8,658 | $254,804.81 | $343,376.28 | $88,571.47 | 34.76% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 21,533 | $664,301.19 | $853,998.78 | $189,697.59 | 28.56% |
Bert D. Barre Colonial Trust Co. / SC | 204 | $7,148.92 | $8,225.28 | $1,076.36 | 15.06% |
Victoria Latham Fiduciary Alliance LLC | 32,649 | $966,742.4 | $1.29M | $328,116.94 | 33.94% |
Mark Meredith Meredith Wealth Planning | 15,002 | $442,794.76 | $594,979.32 | $152,184.56 | 34.37% |
Kellie Borror Daner Wealth Management LLC | 78,471 | $2.68M | $3.21M | $526,751.81 | 19.66% |
Belena Vincetti Fortis Capital Advisors LLC | 10,853 | $356,955.21 | $430,429.98 | $73,474.77 | 20.58% |
Nelson J. Lam LAM GROUP Inc. | 95,240 | $2.41M | $3.78M | $1.36M | 56.52% |
| BP Brett Pohl Kingdom Financial Group LLC | 687 | $22,614.39 | $27,677.86 | $5,063.47 | 22.39% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 154,570 | $4.73M | $6.13M | $1.4M | 29.62% |
Steve Alexandrowski GEM Asset Management LLC | 64,065 | $2.13M | $2.54M | $413,803.5 | 19.45% |
| TT Thaddeus Toal RCS Financial Planning LLC | 301,701 | $7.97M | $11.97M | $3.99M | 50.04% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 9,532 | $287,153.8 | $378,039.12 | $90,885.32 | 31.65% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 49,544 | $1.47M | $1.96M | $493,836.98 | 33.57% |
Paul L. Moffat Arista Wealth Management LLC | 2.15M | $62.61M | $85.35M | $22.73M | 36.31% |
| THL Team Hewins LLC Team Hewins LLC | 99,124 | $2.94M | $3.93M | $987,002.73 | 33.52% |
Dana Anspach Sensible Money LLC | 9,718 | $340,559.3 | $385,415.88 | $44,856.58 | 13.17% |