| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 195,424 | $13.2M | $16.67M | $3.47M | 26.26% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,777 | $1.41M | $1.77M | $364,973.74 | 25.93% |
| RS Radon Stancil POM Investment Strategies LLC | 46 | $3,554 | $3,893.44 | $339.44 | 9.55% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 74 | $5,251.68 | $6,258.55 | $1,006.87 | 19.17% |
David Mailloux WealthCare Investment Partners LLC | 3,417 | $215,170.81 | $290,632.93 | $75,462.12 | 35.07% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 9,135 | $577,238.46 | $778,987.12 | $201,748.66 | 34.95% |
Cole Bruner Buska Wealth Management LLC | 3,584 | $245,862.37 | $306,181.12 | $60,318.75 | 24.53% |
W. Travis McKinney HB Wealth Management LLC | 4,934 | $381,151.5 | $419,686.04 | $38,534.54 | 10.11% |
William Jollie Quent Capital LLC | 1 | $66.87 | $85.06 | $18.19 | 27.2% |
Christopher Warner WARNER FINANCIAL Inc. | 7,134 | $469,943.42 | $607,032.06 | $137,088.64 | 29.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 26,020 | $1.78M | $2.21M | $431,665.16 | 24.23% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,822 | $217,999.5 | $240,166.31 | $22,166.81 | 10.17% |
Benjamin Cauley Carr Financial Group Corp. | 4,464 | $271,429.62 | $379,551.6 | $108,121.98 | 39.83% |
Mark Mowrey Signature Resources Capital Management LLC | 187 | $11,958.68 | $15,810.85 | $3,852.17 | 32.21% |
Rachel Faulk Cape Investment Advisory Inc. | 227 | $17,535.51 | $19,308.62 | $1,773.11 | 10.11% |
Mariana Coli Dunhill Financial LLC | 108 | $7,213.07 | $9,186.48 | $1,973.41 | 27.36% |
Lukas Lindgren Abound Wealth Management | 108 | $7,456.39 | $9,212.4 | $1,756.01 | 23.55% |
Bert D. Barre Colonial Trust Co. / SC | 896 | $54,895.08 | $76,563.2 | $21,668.12 | 39.47% |
Michael Snyder Beaumont Financial Advisors LLC | 24,686 | $1.66M | $2.09M | $433,475.31 | 26.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 21 | $1,628 | $1,774.6 | $146.6 | 9% |