| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 10 | $1,446 | $1,541.9 | $95.9 | 6.63% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,666 | $216,130.18 | $256,880.54 | $40,750.36 | 18.85% |
Bert D. Barre Colonial Trust Co. / SC | 17,378 | $2.07M | $2.66M | $590,271.52 | 28.51% |
Daniel Guy Ethos Financial Group LLC | 4,180 | $533,720 | $644,514.2 | $110,794.2 | 20.76% |
Victoria Latham Fiduciary Alliance LLC | 2,917 | $370,479.12 | $449,772.23 | $79,293.11 | 21.4% |
Loni Adams Daymark Wealth Partners LLC | 4,810 | $634,050.4 | $736,026.2 | $101,975.8 | 16.08% |
Brian Matter Creative Capital Management Investments LLC | 94 | $12,194.62 | $14,346.28 | $2,151.66 | 17.64% |
Erik Brenner Hilltop Partners LLC | 9,467 | $1.1M | $1.46M | $364,257.31 | 33.25% |
Sue Oleari Trifecta Capital Advisors LLC | 2 | $260 | $308.38 | $48.38 | 18.61% |
Amy Hart Phillips Wealth Planners LLC | 1,741 | $251,696.37 | $266,668.97 | $14,972.6 | 5.95% |
Bree Pate Olisti Co. Wealth LLC | 309 | $32,578.89 | $47,644.71 | $15,065.82 | 46.24% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,077 | $261,979.12 | $320,252.63 | $58,273.51 | 22.24% |
Amy Ardeel Icon Wealth Advisors LLC | 28,491 | $3.47M | $4.39M | $923,267.35 | 26.61% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 8,735 | $1.26M | $1.33M | $69,879.87 | 5.53% |
Dean Pelos Commonwealth Retirement Investments LLC | 12,478 | $1.5M | $1.92M | $419,003.26 | 27.84% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 47,300 | $6.11M | $7.19M | $1.08M | 17.64% |
David Bach River Street Advisors LLC | 18,015 | $2.32M | $2.76M | $441,839.08 | 19.07% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,368 | $543,463.07 | $665,421.12 | $121,958.05 | 22.44% |
Scott Highmark Mosaic Family Wealth Partners LLC | 15,232 | $1.98M | $2.35M | $372,476.08 | 18.85% |
Scott Paschal Financial Partners Group LLC | 40,005 | $5.18M | $6.11M | $930,078.8 | 17.95% |