| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 668 | $12,232.21 | $13,573.76 | $1,341.55 | 10.97% |
Bert D. Barre Colonial Trust Co. / SC | 1,192 | $16,274.65 | $24,221.44 | $7,946.79 | 48.83% |
Daniel Guy Ethos Financial Group LLC | 22,298 | $319,457.92 | $453,095.36 | $133,637.44 | 41.83% |
| VL Victoria Latham Fiduciary Alliance LLC | 43,928 | $808,984.53 | $892,616.96 | $83,632.43 | 10.34% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 98,116 | $1.45M | $1.99M | $548,665.87 | 37.97% |
Loni Adams Daymark Wealth Partners LLC | 200,106 | $3.3M | $4.07M | $766,367.87 | 23.22% |
| JF Jade Franke Retirement Investment Advisors Inc. | 28,467 | $484,718.28 | $578,449.44 | $93,731.16 | 19.34% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 35,615 | $548,161.79 | $723,696.8 | $175,535.01 | 32.02% |
Lucas Mosher SP Asset Management LLC | 31,170 | $561,408.36 | $633,374.4 | $71,966.04 | 12.82% |
| BP Brett Pohl Kingdom Financial Group LLC | 121 | $2,004.69 | $2,458.72 | $454.03 | 22.65% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 32,300 | $526,268.75 | $656,336 | $130,067.25 | 24.71% |
Amy Hart Phillips Wealth Planners LLC | 12,279 | $240,791 | $249,509.28 | $8,718.28 | 3.62% |
| SR Scott Register Register Financial Advisors LLC | 18,735 | $241,429.56 | $380,695.2 | $139,265.64 | 57.68% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 12,205 | $237,693.37 | $248,005.6 | $10,312.23 | 4.34% |
Bree Pate Olisti Co. Wealth LLC | 56,246 | $678,373.96 | $1.14M | $464,544.76 | 68.48% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 217,619 | $3.89M | $4.42M | $534,385.34 | 13.75% |
Amy Ardeel Icon Wealth Advisors LLC | 219,343 | $3.71M | $4.46M | $746,945.4 | 20.13% |
Joseph A. Feste KM Capital Management Ltd. | 1,920 | $38,592 | $39,014.4 | $422.4 | 1.09% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,830 | $35,329 | $37,185.6 | $1,856.6 | 5.26% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 161,782 | $2.2M | $3.29M | $1.09M | 49.6% |