| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 402 | $34,601.96 | $37,771.92 | $3,169.96 | 9.16% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 4,368 | $292,826.79 | $414,130.08 | $121,303.29 | 41.42% |
Lukas Lindgren Abound Wealth Management | 28 | $1,955.97 | $2,631.02 | $675.05 | 34.51% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 4,418 | $382,837.75 | $414,916.47 | $32,078.72 | 8.38% |
Jill Grimes Centurion Wealth Management LLC | 3,781 | $255,718.74 | $357,077.64 | $101,358.9 | 39.64% |
Bert D. Barre Colonial Trust Co. / SC | 3,084 | $211,645.74 | $289,603.02 | $77,957.28 | 36.83% |
Erik Brenner Hilltop Partners LLC | 7,667 | $496,059.4 | $726,639.92 | $230,580.52 | 46.48% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 11,064 | $707,908.94 | $1.04M | $331,166.62 | 46.78% |
Dennis Wallace Fortune Financial Advisors LLC | 26,453 | $1.91M | $2.51M | $600,820.23 | 31.5% |
Andy Peters Goldstein Advisors LLC | 4,456 | $293,899.35 | $418,685.76 | $124,786.41 | 42.46% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 4,007 | $267,867.22 | $379,903.67 | $112,036.45 | 41.83% |
Jeffrey Hanson Breakwater Capital Group | 18,880 | $1.23M | $1.78M | $551,657.07 | 44.85% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 292 | $20,647.37 | $27,544.36 | $6,896.99 | 33.4% |
Dana Anspach Sensible Money LLC | 2,382 | $200,231 | $223,729.35 | $23,498.35 | 11.74% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,059 | $470,303.53 | $666,228.42 | $195,924.89 | 41.66% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 4,664 | $307,644.22 | $442,147.2 | $134,502.98 | 43.72% |
Jill Batley Gateway Wealth Partners LLC | 12,307 | $1.12M | $1.16M | $37,665.44 | 3.35% |
| JC Jared Calvert Buck Wealth Strategies LLC | 6 | $526 | $563.49 | $37.49 | 7.13% |
Scott Boyce Decker Retirement Planning Inc. | 41 | $3,724 | $3,869.58 | $145.58 | 3.91% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 614 | $43,414.85 | $57,673.02 | $14,258.17 | 32.84% |