| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brook Hart Presilium Private Wealth LLC | 10,621 | $1.12M | $2.05M | $928,643.19 | 82.99% |
Amna Ali Khan GDS Wealth Management | 5,041 | $638,374.05 | $964,645.76 | $326,271.71 | 51.11% |
Mark Mowrey Signature Resources Capital Management LLC | 190 | $21,972.36 | $35,976.5 | $14,004.14 | 63.74% |
Mariana Coli Dunhill Financial LLC | 1,008 | $155,108.3 | $194,594.4 | $39,486.1 | 25.46% |
Lukas Lindgren Abound Wealth Management | 547 | $73,731.76 | $105,710.48 | $31,978.72 | 43.37% |
Jill Grimes Centurion Wealth Management LLC | 2,155 | $235,954.06 | $411,260.2 | $175,306.14 | 74.3% |
Bert D. Barre Colonial Trust Co. / SC | 5,346 | $475,800.66 | $1.03M | $555,015.06 | 116.65% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,019 | $453,605.28 | $968,917.97 | $515,312.69 | 113.6% |
Victoria Latham Fiduciary Alliance LLC | 2,996 | $486,391.9 | $567,831.88 | $81,439.98 | 16.74% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,938 | $347,644.72 | $750,149.62 | $402,504.9 | 115.78% |
Michael Snyder Beaumont Financial Advisors LLC | 3,678 | $299,843.19 | $700,622.22 | $400,779.03 | 133.66% |
Holly Skipper Verum Partners LLC | 1,194 | $224,588 | $228,424.14 | $3,836.14 | 1.71% |
Sheryl Stephens Stephens Consulting LLC | 2,754 | $317,719.95 | $522,241.02 | $204,521.07 | 64.37% |
| BP Brett Pohl Kingdom Financial Group LLC | 24 | $4,520 | $4,544.4 | $24.4 | 0.54% |
Stephen Smith Kestra Investment Management LLC | 1.32M | $194.15M | $250.79M | $56.63M | 29.17% |
Scott Register Register Financial Advisors LLC | 280 | $52,532.64 | $53,263 | $730.36 | 1.39% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,630 | $432,740 | $498,463.9 | $65,723.9 | 15.19% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 34,793 | $4.36M | $6.68M | $2.32M | 53.13% |
Andy Peters Goldstein Advisors LLC | 1,840 | $155,064.93 | $355,212.01 | $200,147.08 | 129.07% |
Bepin Serraj Richard W. Paul & Associates LLC | 100,700 | $8.95M | $19.22M | $10.26M | 114.63% |