| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 35,683 | $2.08M | $2.78M | $698,829.89 | 33.59% |
Daniel Guy Ethos Financial Group LLC | 15,773 | $1.07M | $1.24M | $175,004.07 | 16.43% |
Drew Hartman Warther Private Wealth LLC | 4,000 | $331,360 | $311,160 | -$20,200 | -6.1% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 37,478 | $2.37M | $2.93M | $554,866.38 | 23.39% |
Victoria Latham Fiduciary Alliance LLC | 12,547 | $861,632 | $986,696.08 | $125,064.08 | 14.51% |
Mark Meredith Meredith Wealth Planning | 5,256 | $254,194.83 | $421,636.32 | $167,441.49 | 65.87% |
Kellie Borror Daner Wealth Management LLC | 6,739 | $362,441.38 | $525,305.05 | $162,863.67 | 44.94% |
Loni Adams Daymark Wealth Partners LLC | 6,442 | $368,860.51 | $500,994.34 | $132,133.83 | 35.82% |
Jessica Thayer Unique Wealth LLC | 21,958 | $1.55M | $1.76M | $209,796.7 | 13.52% |
Brian Matter Creative Capital Management Investments LLC | 2,135 | $164,473.48 | $166,722.15 | $2,248.67 | 1.37% |
Nolan Langford Left Brain Wealth Management LLC | 40,301 | $2.81M | $3.15M | $335,102.6 | 11.92% |
Michael Snyder Beaumont Financial Advisors LLC | 6,361 | $323,945.13 | $500,229.04 | $176,283.91 | 54.42% |
Jade Franke Retirement Investment Advisors Inc. | 1.38M | $70.38M | $107.6M | $37.21M | 52.87% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 228,858 | $12.81M | $18.36M | $5.54M | 43.27% |
Holly Skipper Verum Partners LLC | 10,228 | $509,528.94 | $820,490.16 | $310,961.22 | 61.03% |
Belena Vincetti Fortis Capital Advisors LLC | 6,712 | $442,481.11 | $527,831.68 | $85,350.57 | 19.29% |
Jeffrey D. Munjack JDM Financial Group LLC | 13,648 | $708,450.89 | $1.07M | $364,827.83 | 51.5% |
Patrick D. Hayes Canopy Partners LLC | 71,889 | $3.68M | $5.77M | $2.09M | 56.79% |
Marc White Clarendon Private LLC | 28,027 | $2.07M | $2.2M | $130,803.38 | 6.31% |
Sheryl Stephens Stephens Consulting LLC | 157 | $7,792.36 | $12,346.48 | $4,554.12 | 58.44% |