| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 9,718 | $1.74M | $2.71M | $963,131.87 | 55.24% |
Victoria Latham Fiduciary Alliance LLC | 952 | $213,571.03 | $265,189.12 | $51,618.09 | 24.17% |
Nolan Hoffmeyer Thematics Asset Management | 134,873 | $20.65M | $37.57M | $16.92M | 81.92% |
Kellie Borror Daner Wealth Management LLC | 767 | $211,937 | $213,655.52 | $1,718.52 | 0.81% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,007 | $270,561.11 | $280,509.92 | $9,948.81 | 3.68% |
Loni Adams Daymark Wealth Partners LLC | 4,179 | $783,483.53 | $1.16M | $380,535.13 | 48.57% |
Brian Matter Creative Capital Management Investments LLC | 21 | $5,850.81 | $5,846.61 | -$4.2 | -0.07% |
Patrick D. Hayes Canopy Partners LLC | 2,682 | $578,762.03 | $745,555.77 | $166,793.74 | 28.82% |
Marc White Clarendon Private LLC | 1,599 | $429,895.35 | $444,498.01 | $14,602.66 | 3.4% |
| BP Brett Pohl Kingdom Financial Group LLC | 4 | $1,064 | $1,111.88 | $47.88 | 4.5% |
Bree Pate Olisti Co. Wealth LLC | 35 | $9,188 | $9,732.8 | $544.8 | 5.93% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,143 | $862,427.99 | $874,005.44 | $11,577.45 | 1.34% |
Amy Ardeel Icon Wealth Advisors LLC | 783 | $214,432.38 | $217,799.28 | $3,366.9 | 1.57% |
John J. Edwards Breed's Hi LLCapital LLC | 1,386 | $278,761.98 | $385,418.88 | $106,656.9 | 38.26% |
Kyle Kelley Family Capital Management Inc. | 960 | $253,754.59 | $266,832 | $13,077.41 | 5.15% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2 | $533 | $555.57 | $22.57 | 4.23% |
Justin Halverson Great Waters Wealth Management | 2,753 | $620,606.55 | $764,012.56 | $143,406.01 | 23.11% |
Kelly Christopher Significant Wealth Partners LLC | 1,036 | $275,634.59 | $287,510.72 | $11,876.13 | 4.31% |
John Canning Mi LLCreek Capital Advisors LLC | 2,883 | $453,104.06 | $801,214.53 | $348,110.47 | 76.83% |
Scott Highmark Mosaic Family Wealth Partners LLC | 6,844 | $1.91M | $1.9M | -$5,602.58 | -0.29% |