| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 5,216 | $1.02M | $1.31M | $288,667.61 | 28.17% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 15,567 | $2.72M | $4.01M | $1.29M | 47.63% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,136 | $203,590.36 | $286,067.53 | $82,477.17 | 40.51% |
David Hunter Horizons Wealth Management | 25 | $3,945.75 | $6,295.5 | $2,349.75 | 59.55% |
Rachel Faulk Cape Investment Advisory Inc. | 460 | $111,518 | $115,837.2 | $4,319.2 | 3.87% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 470 | $98,859.8 | $121,151.9 | $22,292.1 | 22.55% |
Mariana Coli Dunhill Financial LLC | 1,090 | $253,613.18 | $280,773.1 | $27,159.92 | 10.71% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 1,570 | $273,917.9 | $395,357.42 | $121,439.52 | 44.33% |
Lukas Lindgren Abound Wealth Management | 449 | $82,497.12 | $113,067.18 | $30,570.06 | 37.06% |
Drew Phillips Fortitude Family Office LLC | 5,300 | $1.08M | $1.33M | $255,619.05 | 23.69% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,231 | $2.31M | $3.08M | $768,210.55 | 33.23% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,430 | $1.07M | $1.62M | $553,411.66 | 51.92% |
Bert D. Barre Colonial Trust Co. / SC | 6,391 | $914,626.34 | $1.65M | $736,232.87 | 80.5% |
David Kennon David Kennon Inc | 8,424 | $1.55M | $2.12M | $575,119.33 | 37.2% |
Daniel Guy Ethos Financial Group LLC | 6,604 | $1.24M | $1.66M | $421,852.43 | 33.99% |
Victoria Latham Fiduciary Alliance LLC | 3,067 | $628,894.54 | $772,331.97 | $143,437.43 | 22.81% |
| RDL Rodrigo De La Garza Summa Corp. | 18,766 | $3.9M | $4.73M | $821,081.01 | 21.03% |
Kellie Borror Daner Wealth Management LLC | 849 | $205,823.06 | $219,525.94 | $13,702.88 | 6.66% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 912 | $148,129.62 | $235,086.24 | $86,956.62 | 58.7% |
Loni Adams Daymark Wealth Partners LLC | 5,022 | $1.14M | $1.26M | $121,880.91 | 10.67% |