| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 53 | $2,916 | $2,946.27 | $30.27 | 1.04% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,459 | $46,882.64 | $83,746.6 | $36,863.96 | 78.63% |
Rebecca Sierp WPWealth LLP | 547,549 | $21.29M | $31.14M | $9.85M | 46.29% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,315 | $61,266.41 | $73,100.85 | $11,834.44 | 19.32% |
Lukas Lindgren Abound Wealth Management | 3,317 | $149,853.63 | $184,392.03 | $34,538.4 | 23.05% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,141 | $256,475.59 | $341,378.19 | $84,902.6 | 33.1% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 17,894 | $737,453.14 | $994,727.46 | $257,274.32 | 34.89% |
Bert D. Barre Colonial Trust Co. / SC | 16,272 | $565,902.64 | $931,572 | $365,669.36 | 64.62% |
Christopher D. Rich EnRich Financial Partners LLC | 130,198 | $4.85M | $7.24M | $2.39M | 49.36% |
Stephen Cheifetz Kades & Cheifetz LLC | 11,835 | $412,894.96 | $657,907.65 | $245,012.69 | 59.34% |
Belena Vincetti Fortis Capital Advisors LLC | 14,594 | $573,106 | $811,280.46 | $238,174.46 | 41.56% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,898 | $78,595.55 | $109,210.92 | $30,615.37 | 38.95% |
| JS Jeffrey Starkey Kooman & Associates | 134,098 | $5.29M | $7.45M | $2.17M | 40.99% |
Nelson J. Lam LAM GROUP Inc. | 129,440 | $4.34M | $7.2M | $2.86M | 65.96% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 59,749 | $2M | $3.32M | $1.32M | 65.72% |
Sue Oleari Trifecta Capital Advisors LLC | 2,127 | $75,146.47 | $118,239.93 | $43,093.46 | 57.35% |
Steve Alexandrowski GEM Asset Management LLC | 125,374 | $4.3M | $6.97M | $2.67M | 62.01% |
Andy Peters Goldstein Advisors LLC | 8,819 | $295,000 | $490,248.21 | $195,248.21 | 66.19% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 21,984 | $746,053.18 | $1.22M | $476,037.38 | 63.81% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 65,628 | $2.22M | $3.65M | $1.43M | 64.16% |