| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 98 | $9,693.16 | $10,725.12 | $1,031.96 | 10.65% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,144 | $514,438.46 | $665,456.64 | $151,018.18 | 29.36% |
Bert D. Barre Colonial Trust Co. / SC | 4,825 | $367,548.5 | $526,624.62 | $159,076.12 | 43.28% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 86,972 | $6.61M | $9.53M | $2.92M | 44.16% |
Gary Dempsey Leslie Global Wealth LLC | 12,181 | $1.03M | $1.33M | $297,364.79 | 28.86% |
Kellie Borror Daner Wealth Management LLC | 36,612 | $3.25M | $4M | $746,488.71 | 22.98% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,259 | $489,620 | $788,835.53 | $299,215.53 | 61.11% |
Loni Adams Daymark Wealth Partners LLC | 15,110 | $1.12M | $1.64M | $512,743.02 | 45.59% |
Jessica Thayer Unique Wealth LLC | 174,962 | $14.38M | $19.1M | $4.72M | 32.82% |
Brian Matter Creative Capital Management Investments LLC | 2,368 | $186,851.52 | $259,461.76 | $72,610.24 | 38.86% |
Michael Snyder Beaumont Financial Advisors LLC | 8,166 | $570,618.81 | $887,317.56 | $316,698.75 | 55.5% |
Erik Brenner Hilltop Partners LLC | 2,264 | $208,277.69 | $247,726.88 | $39,449.19 | 18.94% |
Belena Vincetti Fortis Capital Advisors LLC | 4,505 | $396,450.19 | $489,648.45 | $93,198.26 | 23.51% |
Patrick D. Hayes Canopy Partners LLC | 51,719 | $4.13M | $5.63M | $1.5M | 36.23% |
Sheryl Stephens Stephens Consulting LLC | 962 | $92,612 | $104,165.36 | $11,553.36 | 12.48% |
Scott Register Register Financial Advisors LLC | 5,420 | $393,815.47 | $588,395.2 | $194,579.73 | 49.41% |
Bree Pate Olisti Co. Wealth LLC | 1,200 | $93,345.56 | $130,464 | $37,118.44 | 39.76% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 189,598 | $15.87M | $20.53M | $4.65M | 29.31% |
Kevin Gray Lodestar Private Asset Management LLC | 92,964 | $6.41M | $10.13M | $3.72M | 57.99% |
Dean Pelos Commonwealth Retirement Investments LLC | 219 | $24,160 | $23,803.11 | -$356.89 | -1.48% |