| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 14 | $1,917 | $1,954.19 | $37.19 | 1.94% |
Lukas Lindgren Abound Wealth Management | 98 | $13,973.13 | $13,746.95 | -$226.18 | -1.62% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,183 | $228,036.18 | $304,845.03 | $76,808.85 | 33.68% |
Bert D. Barre Colonial Trust Co. / SC | 4,661 | $372,642.39 | $649,929.84 | $277,287.45 | 74.41% |
Loni Adams Daymark Wealth Partners LLC | 1,933 | $214,263.1 | $269,537.52 | $55,274.42 | 25.8% |
Jessica Thayer Unique Wealth LLC | 1,571 | $217,857.7 | $219,382.29 | $1,524.59 | 0.7% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 31,884 | $3.65M | $4.45M | $793,867.55 | 21.74% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,282 | $292,369.84 | $318,202.08 | $25,832.24 | 8.84% |
Belena Vincetti Fortis Capital Advisors LLC | 6,810 | $800,155.98 | $949,586.4 | $149,430.42 | 18.68% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 1,822 | $207,962.74 | $254,059.68 | $46,096.94 | 22.17% |
Adam Laibson Mainsail Financial Group LLC | 53,108 | $5.2M | $7.52M | $2.32M | 44.66% |
| SS Sheryl Stephens Stephens Consulting LLC | 584 | $67,320.73 | $81,432.96 | $14,112.23 | 20.96% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 2,436 | $302,762.04 | $339,675.84 | $36,913.8 | 12.19% |
| BG Becki Goebel TCP Asset Management LLC | 1,608 | $227,629.52 | $227,628.48 | -$1.04 | - |
| BP Brett Pohl Kingdom Financial Group LLC | 29,815 | $3.82M | $4.16M | $335,227.51 | 8.77% |
| SS Stephen Smith Kestra Investment Management LLC | 1,665 | $213,269 | $232,167.6 | $18,898.6 | 8.86% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 1,146 | $130,805 | $159,798.24 | $28,993.24 | 22.17% |
| SR Scott Register Register Financial Advisors LLC | 284 | $23,742 | $40,203.04 | $16,461.04 | 69.33% |
Bree Pate Olisti Co. Wealth LLC | 5,241 | $616,788.1 | $725,773.68 | $108,985.58 | 17.67% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 44,531 | $5.26M | $6.21M | $949,429.62 | 18.05% |