| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 1,892 | $248,982.43 | $279,713.28 | $30,730.85 | 12.34% |
Mariana Coli Dunhill Financial LLC | 185 | $21,229.49 | $27,827.7 | $6,598.21 | 31.08% |
Lukas Lindgren Abound Wealth Management | 469 | $44,305.31 | $69,336.96 | $25,031.65 | 56.5% |
Drew Phillips Fortitude Family Office LLC | 47 | $6,184.7 | $6,948.48 | $763.78 | 12.35% |
Anne Hudick Fee-Only Financial Planning, L.C. | 1,440 | $212,731 | $212,889.6 | $158.6 | 0.07% |
Bert D. Barre Colonial Trust Co. / SC | 623 | $75,227.04 | $93,356.55 | $18,129.51 | 24.1% |
Victoria Latham Fiduciary Alliance LLC | 4,848 | $505,246.3 | $716,728.32 | $211,482.02 | 41.86% |
Loni Adams Daymark Wealth Partners LLC | 7,269 | $826,990.98 | $1.07M | $247,657.98 | 29.95% |
Michael Snyder Beaumont Financial Advisors LLC | 4,066 | $413,500.4 | $601,117.44 | $187,617.04 | 45.37% |
Belena Vincetti Fortis Capital Advisors LLC | 1,540 | $204,050 | $227,673.6 | $23,623.6 | 11.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 120 | $17,728 | $18,050.4 | $322.4 | 1.82% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,654 | $188,210.81 | $248,993.16 | $60,782.35 | 32.29% |
Kevin Gray Lodestar Private Asset Management LLC | 4,797 | $496,218.01 | $709,188.48 | $212,970.47 | 42.92% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,477 | $218,197 | $218,359.68 | $162.68 | 0.07% |
Andy Peters Goldstein Advisors LLC | 3,420 | $347,269.18 | $505,612.8 | $158,343.62 | 45.6% |
Bill Scoggins First Citizens Asset Management Inc. | 4,151 | $538,491.72 | $613,683.84 | $75,192.12 | 13.96% |
Jeffrey Hanson Breakwater Capital Group | 16,288 | $1.7M | $2.41M | $708,743.69 | 41.71% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 26,376 | $2.68M | $3.9M | $1.22M | 45.6% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,515 | $200,684 | $223,977.6 | $23,293.6 | 11.61% |
David Bach River Street Advisors LLC | 3,877 | $462,494.69 | $573,175.68 | $110,680.99 | 23.93% |