| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 2 | $273.36 | $271.92 | -$1.44 | -0.53% |
Kevin Zemann WealthPlan Investment Management LLC | 1,777 | $210,485.65 | $241,600.94 | $31,115.29 | 14.78% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 550 | $50,220 | $74,778.01 | $24,558.01 | 48.9% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 8,447 | $812,430.96 | $1.15M | $336,023.24 | 41.36% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,183 | $1.8M | $1.79M | -$9,556.19 | -0.53% |
Jeffrey Jones Cypress Financial Planning LLC | 4,781 | $444,964.73 | $650,024.81 | $205,060.08 | 46.08% |
| JG John Ginter Callan Family Office LLC | 6,865 | $803,457.51 | $948,399.75 | $144,942.24 | 18.04% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 32,319 | $3.14M | $4.49M | $1.35M | 42.96% |
Rachel Faulk Cape Investment Advisory Inc. | 374 | $51,137 | $50,849.04 | -$287.96 | -0.56% |
Mariana Coli Dunhill Financial LLC | 25 | $2,538.81 | $3,477.75 | $938.94 | 36.98% |
Lukas Lindgren Abound Wealth Management | 318 | $32,703.92 | $43,235.28 | $10,531.36 | 32.2% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,246 | $621,397 | $849,206.22 | $227,809.22 | 36.66% |
Anne Hudick Fee-Only Financial Planning, L.C. | 1,600 | $218,688 | $217,536.02 | -$1,151.98 | -0.53% |
Bert D. Barre Colonial Trust Co. / SC | 1,000 | $107,660 | $138,150 | $30,490 | 28.32% |
Daniel Guy Ethos Financial Group LLC | 37,896 | $3.69M | $5.15M | $1.46M | 39.46% |
Victoria Latham Fiduciary Alliance LLC | 1,570 | $214,578 | $213,457.22 | -$1,120.78 | -0.52% |
Mark Meredith Meredith Wealth Planning | 5,521 | $508,250.32 | $750,635.22 | $242,384.9 | 47.69% |
Loni Adams Daymark Wealth Partners LLC | 2,788 | $271,876.91 | $379,056.51 | $107,179.6 | 39.42% |
Christopher Casanega Sharper & Granite LLC | 1,827 | $202,048 | $248,398.94 | $46,350.94 | 22.94% |
Adam Laibson Mainsail Financial Group LLC | 18,808 | $1.86M | $2.56M | $696,757.03 | 37.45% |