| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 375 | $7,649.25 | $11,229.37 | $3,580.12 | 46.8% |
Rachel Faulk Cape Investment Advisory Inc. | 667 | $18,310.26 | $19,743.2 | $1,432.94 | 7.83% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 45,524 | $1.04M | $1.36M | $319,922.13 | 30.68% |
Mariana Coli Dunhill Financial LLC | 4,410 | $103,348.35 | $130,536 | $27,187.65 | 26.31% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 355 | $8,633.95 | $10,651.77 | $2,017.82 | 23.37% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,650 | $234,795.6 | $259,024.25 | $24,228.65 | 10.32% |
Lukas Lindgren Abound Wealth Management | 330 | $9,046 | $9,763.05 | $717.05 | 7.93% |
Drew Phillips Fortitude Family Office LLC | 1,550 | $34,800.6 | $45,880 | $11,079.4 | 31.84% |
Bert D. Barre Colonial Trust Co. / SC | 6,365 | $139,441.5 | $188,913.2 | $49,471.7 | 35.48% |
Victoria Latham Fiduciary Alliance LLC | 9,858 | $234,122.31 | $295,099.23 | $60,976.92 | 26.04% |
Loni Adams Daymark Wealth Partners LLC | 25,132 | $557,209.45 | $754,085.66 | $196,876.21 | 35.33% |
Stephen Cheifetz Kades & Cheifetz LLC | 9,430 | $207,829.33 | $279,033.7 | $71,204.37 | 34.26% |
Michael Snyder Beaumont Financial Advisors LLC | 374,778 | $7.82M | $11.22M | $3.41M | 43.62% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 25,160 | $406,516.1 | $751,780.8 | $345,264.7 | 84.93% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 12,078 | $243,468.32 | $358,173.09 | $114,704.77 | 47.11% |
Sheryl Stephens Stephens Consulting LLC | 2,370 | $48,343.26 | $70,945.95 | $22,602.69 | 46.75% |
| BP Brett Pohl Kingdom Financial Group LLC | 12,241 | $298,934.65 | $367,291.2 | $68,356.55 | 22.87% |
Scott Register Register Financial Advisors LLC | 10,321 | $236,622.83 | $309,165.55 | $72,542.72 | 30.66% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 47,161 | $1M | $1.4M | $393,694.07 | 39.31% |
Kevin Gray Lodestar Private Asset Management LLC | 18,162 | $400,528.29 | $543,588.66 | $143,060.37 | 35.72% |