| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 6,606 | $348,449.82 | $548,463.15 | $200,013.33 | 57.4% |
Elizabeth Barrett Sterling Wealth Advisors Inc. | 316,052 | $20.1M | $26.19M | $6.09M | 30.31% |
Rachel Faulk Cape Investment Advisory Inc. | 8,971 | $478,781.6 | $753,564 | $274,782.4 | 57.39% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 157,646 | $10.89M | $13.08M | $2.18M | 20.05% |
Mariana Coli Dunhill Financial LLC | 448 | $33,228 | $37,632 | $4,404 | 13.25% |
Rebecca Sierp WPWealth LLP | 12,835 | $910,383.62 | $1.08M | $168,077.25 | 18.46% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 50,468 | $2.88M | $4.19M | $1.31M | 45.61% |
Lukas Lindgren Abound Wealth Management | 1,730 | $125,322 | $145,397.85 | $20,075.85 | 16.02% |
Jill Grimes Centurion Wealth Management LLC | 2,436 | $202,272 | $203,272.02 | $1,000.02 | 0.49% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,773 | $192,174.84 | $314,102.25 | $121,927.41 | 63.45% |
Bert D. Barre Colonial Trust Co. / SC | 166 | $7,571.46 | $13,929.89 | $6,358.43 | 83.98% |
Bridget Davis Cedar Point Capital Partners LLC | 150,759 | $8.07M | $12.64M | $4.58M | 56.73% |
Christopher D. Rich EnRich Financial Partners LLC | 96,228 | $5.11M | $8.06M | $2.96M | 57.92% |
Lyndsay Goody Onyx Financial Advisors LLC | 15,416 | $641,617.48 | $1.28M | $635,983.52 | 99.12% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 681,413 | $56.57M | $57.04M | $475,566.29 | 0.84% |
Belena Vincetti Fortis Capital Advisors LLC | 11,074 | $651,705 | $922,574.94 | $270,869.94 | 41.56% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 12,060 | $559,008.11 | $1.01M | $450,835.99 | 80.65% |
| BG Becki Goebel TCP Asset Management LLC | 474,753 | $24M | $39.7M | $15.7M | 65.4% |
Nelson J. Lam LAM GROUP Inc. | 39,042 | $1.63M | $3.28M | $1.65M | 101.53% |
Lucas Mosher SP Asset Management LLC | 13,184 | $558,077.08 | $1.11M | $548,587.88 | 98.3% |