| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 6,519 | $604,116 | $718,589.37 | $114,473.37 | 18.95% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,715 | $600,989.4 | $629,964.45 | $28,975.05 | 4.82% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 171 | $15,847 | $18,849.33 | $3,002.33 | 18.95% |
Rachel Faulk Cape Investment Advisory Inc. | 112 | $11,778 | $12,345.76 | $567.76 | 4.82% |
| FIL FWG Investments LLC FWG Investments LLC | 29,840 | $2.15M | $3.29M | $1.14M | 52.76% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,411 | $280,316.13 | $375,994.53 | $95,678.4 | 34.13% |
Bert D. Barre Colonial Trust Co. / SC | 1,435 | $100,693.95 | $162,398.95 | $61,705 | 61.28% |
| BP Brett Pohl Kingdom Financial Group LLC | 324,849 | $28.68M | $36.6M | $7.93M | 27.65% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 12,728 | $1.03M | $1.43M | $405,472.81 | 39.45% |
Bill Scoggins First Citizens Asset Management Inc. | 550,641 | $39.97M | $60.7M | $20.73M | 51.86% |
Michael R. Panico Arcadia Wealth Management LLC | 13,956 | $910,127.39 | $1.54M | $628,242.49 | 69.03% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 17,784 | $1.41M | $1.96M | $554,852.2 | 39.48% |
Philip Rc Dudley Dudley Capital Management LLC | 2,247 | $208,834.2 | $247,686.81 | $38,852.61 | 18.6% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,467 | $244,392.79 | $382,167.41 | $137,774.62 | 56.37% |
Jill Batley Gateway Wealth Partners LLC | 11,891 | $1.1M | $1.31M | $208,808.93 | 18.95% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,332 | $216,106.44 | $263,912.44 | $47,806 | 22.12% |
Michael Yoder Yoder Wealth Management Inc. | 3,741 | $262,506 | $412,370.43 | $149,864.43 | 57.09% |
Scott Boyce Decker Retirement Planning Inc. | 12,463 | $1.02M | $1.37M | $348,930.15 | 34.05% |
Courtney Holt Compound Planning, Inc. | 8,293 | $761,795 | $914,137.39 | $152,342.39 | 20% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 267 | $18,007 | $29,431.41 | $11,424.41 | 63.44% |