| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,744 | $893,255.66 | $1.02M | $124,353.51 | 13.92% |
Brian Dechow SWAN Capital LLC | 202 | $7,646.67 | $7,680.04 | $33.37 | 0.44% |
Bert D. Barre Colonial Trust Co. / SC | 797 | $21,497 | $30,278.03 | $8,781.03 | 40.85% |
Victoria Latham Fiduciary Alliance LLC | 12,555 | $424,588.83 | $477,717.74 | $53,128.91 | 12.51% |
| RDL Rodrigo De La Garza Summa Corp. | 15,500 | $408,425 | $589,774.98 | $181,349.98 | 44.4% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 184,233 | $5.15M | $6.99M | $1.84M | 35.72% |
Loni Adams Daymark Wealth Partners LLC | 100,352 | $2.92M | $3.82M | $896,013.34 | 30.66% |
Stephen Cheifetz Kades & Cheifetz LLC | 7,251 | $211,781.04 | $275,900.54 | $64,119.5 | 30.28% |
Jade Franke Retirement Investment Advisors Inc. | 6,900 | $259,691.42 | $262,544.99 | $2,853.57 | 1.1% |
Adam Laibson Mainsail Financial Group LLC | 6,247 | $200,279 | $237,698.34 | $37,419.34 | 18.68% |
Sheryl Stephens Stephens Consulting LLC | 1,000 | $29,297.09 | $38,050 | $8,752.91 | 29.88% |
Sue Oleari Trifecta Capital Advisors LLC | 3,640 | $112,876.85 | $138,502 | $25,625.15 | 22.7% |
Amy Hart Phillips Wealth Planners LLC | 8,605 | $216,211.78 | $325,053.87 | $108,842.09 | 50.34% |
Scott Register Register Financial Advisors LLC | 25,510 | $707,223.43 | $970,655.47 | $263,432.04 | 37.25% |
Bree Pate Olisti Co. Wealth LLC | 27,442 | $741,029.02 | $1.04M | $303,139.05 | 40.91% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 49,876 | $1.81M | $1.9M | $85,715.72 | 4.73% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 15,311 | $381,687.87 | $582,583.53 | $200,895.66 | 52.63% |
Amy Ardeel Icon Wealth Advisors LLC | 343,606 | $10.75M | $13.07M | $2.33M | 21.65% |
Dean Pelos Commonwealth Retirement Investments LLC | 10,000 | $320,600 | $380,499.99 | $59,899.99 | 18.68% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 17,130 | $427,214.07 | $651,796.48 | $224,582.41 | 52.57% |