| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 20,981 | $834,601.54 | $894,839.65 | $60,238.11 | 7.22% |
Bert D. Barre Colonial Trust Co. / SC | 2,408 | $79,813.36 | $102,689.16 | $22,875.8 | 28.66% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 283,503 | $8.43M | $12.13M | $3.7M | 43.87% |
| RDL Rodrigo De La Garza Summa Corp. | 8,811 | $347,681.79 | $375,789.15 | $28,107.36 | 8.08% |
Loni Adams Daymark Wealth Partners LLC | 12,165 | $329,119.5 | $518,776.42 | $189,656.92 | 57.63% |
Jessica Thayer Unique Wealth LLC | 5,251 | $207,152 | $223,955.15 | $16,803.15 | 8.11% |
| SR Scott Register Register Financial Advisors LLC | 1,058 | $38,858.69 | $45,007.32 | $6,148.63 | 15.82% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 56,267 | $1.73M | $2.4M | $672,891.89 | 38.86% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 110 | $4,678 | $4,700.85 | $22.85 | 0.49% |
| SM Sarah Moore BOS Asset Management LLC | 5,705 | $196,879.35 | $243,803.17 | $46,923.82 | 23.83% |
Jill Batley Gateway Wealth Partners LLC | 6,121 | $260,507 | $262,070.61 | $1,563.61 | 0.6% |
| KM Kyle Minges Broyhill Asset Management | 7,000 | $297,920 | $299,285 | $1,365 | 0.46% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 4,862 | $206,926 | $208,069.29 | $1,143.29 | 0.55% |
| PIL PFG Investments LLC PFG Investments LLC | 13,880 | $393,361.58 | $593,300.6 | $199,939.02 | 50.83% |
Brian Glas Noble Family Wealth, LLC | 14,248 | $391,678 | $609,743.16 | $218,065.16 | 55.67% |
Alexandra Stickelman Root Financial Partners, LLC | 3,683 | $135,126.85 | $157,429.83 | $22,302.98 | 16.51% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 41,963 | $1.58M | $1.8M | $220,288.74 | 13.98% |
Courtney Holt Compound Planning, Inc. | 15,985 | $680,304 | $683,278.82 | $2,974.82 | 0.44% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 11,982 | $382,156 | $512,170.59 | $130,014.59 | 34.02% |
Megan J. Lottier Rockwood Wealth Management, LLC | 8,153 | $328,114.56 | $348,418.45 | $20,303.89 | 6.19% |