| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 68 | $19,804 | $19,694.16 | -$109.84 | -0.55% |
| FIL FWG Investments LLC FWG Investments LLC | 16,809 | $3.04M | $4.65M | $1.6M | 52.7% |
Mariana Coli Dunhill Financial LLC | 221 | $57,455.82 | $64,288.9 | $6,833.08 | 11.89% |
Drew Phillips Fortitude Family Office LLC | 2,610 | $614,054.5 | $721,351.8 | $107,297.3 | 17.47% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 16,869 | $3.63M | $4.66M | $1.03M | 28.5% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 826 | $203,617.26 | $228,289.88 | $24,672.62 | 12.12% |
Bert D. Barre Colonial Trust Co. / SC | 636 | $111,439.92 | $184,306.44 | $72,866.52 | 65.39% |
Victoria Latham Fiduciary Alliance LLC | 1,275 | $280,430.18 | $352,384.5 | $71,954.32 | 25.66% |
Holly Skipper Verum Partners LLC | 1,454 | $312,257.77 | $401,856.52 | $89,598.75 | 28.69% |
Belena Vincetti Fortis Capital Advisors LLC | 11,501 | $2.69M | $3.18M | $492,861.96 | 18.35% |
| BG Becki Goebel TCP Asset Management LLC | 2,273 | $503,278.84 | $628,211.74 | $124,932.9 | 24.82% |
| BP Brett Pohl Kingdom Financial Group LLC | 181,309 | $45.61M | $52.74M | $7.14M | 15.65% |
Stephen Smith Kestra Investment Management LLC | 1,239 | $360,108 | $358,814.4 | -$1,293.6 | -0.36% |
Bree Pate Olisti Co. Wealth LLC | 25 | $6,944.85 | $6,909.5 | -$35.35 | -0.51% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 16,081 | $3.57M | $4.67M | $1.09M | 30.56% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,363 | $169,159.38 | $376,705.94 | $207,546.56 | 122.69% |
Ashley Goggins Hidden Cove Wealth Management LLC | 69,390 | $16.61M | $19.18M | $2.56M | 15.43% |
Andy Peters Goldstein Advisors LLC | 846 | $181,483.73 | $233,817.48 | $52,333.75 | 28.84% |
Bill Scoggins First Citizens Asset Management Inc. | 296,224 | $49.71M | $81.87M | $32.16M | 64.68% |
Bepin Serraj Richard W. Paul & Associates LLC | 32 | $4,235.5 | $9,308.8 | $5,073.3 | 119.78% |