| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 12,196 | $2.31M | $3.12M | $812,878.61 | 35.24% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,430 | $1.07M | $1.64M | $576,977.55 | 54.14% |
Bert D. Barre Colonial Trust Co. / SC | 6,391 | $914,626.34 | $1.64M | $722,747.86 | 79.02% |
David Kennon David Kennon Inc | 8,477 | $1.56M | $2.17M | $609,742.04 | 39.1% |
Daniel Guy Ethos Financial Group LLC | 6,604 | $1.24M | $1.68M | $443,381.4 | 35.72% |
Victoria Latham Fiduciary Alliance LLC | 976 | $228,971.68 | $248,958.08 | $19,986.4 | 8.73% |
| RDL Rodrigo De La Garza Summa Corp. | 18,766 | $3.9M | $4.8M | $893,705.24 | 22.89% |
Kellie Borror Daner Wealth Management LLC | 849 | $205,823.06 | $217,259.1 | $11,436.04 | 5.56% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 912 | $148,129.62 | $233,225.76 | $85,096.14 | 57.45% |
Loni Adams Daymark Wealth Partners LLC | 5,022 | $1.14M | $1.28M | $139,256.98 | 12.19% |
Brian Matter Creative Capital Management Investments LLC | 794 | $164,551.98 | $203,363.25 | $38,811.27 | 23.59% |
Michael Snyder Beaumont Financial Advisors LLC | 3,473 | $550,866.63 | $888,289.21 | $337,422.58 | 61.25% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,092 | $207,262 | $279,213.48 | $71,951.48 | 34.72% |
Holly Skipper Verum Partners LLC | 6,355 | $964,801.88 | $1.63M | $669,195.72 | 69.36% |
Christopher Casanega Sharper & Granite LLC | 1,724 | $312,735.36 | $441,576.74 | $128,841.38 | 41.2% |
Belena Vincetti Fortis Capital Advisors LLC | 2,915 | $570,850.81 | $745,452.95 | $174,602.14 | 30.59% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,845 | $471,942.62 | $728,775.2 | $256,832.58 | 54.42% |
Lucas Mosher SP Asset Management LLC | 1,159 | $225,553.3 | $298,616.35 | $73,063.05 | 32.39% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 1,308 | $234,275.92 | $334,442.52 | $100,166.6 | 42.76% |
Stephen Smith Kestra Investment Management LLC | 8,029 | $1.78M | $2.05M | $266,764.52 | 14.97% |