| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 12,552 | $1.1M | $1.18M | $87,230.71 | 7.96% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,311 | $657,887.24 | $965,315.82 | $307,428.58 | 46.73% |
Rachel Faulk Cape Investment Advisory Inc. | 2,700 | $199,828.16 | $253,503 | $53,674.84 | 26.86% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 100 | $5,703 | $9,336.5 | $3,633.5 | 63.71% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 88,048 | $5.8M | $8.3M | $2.5M | 43.16% |
Lukas Lindgren Abound Wealth Management | 568 | $39,538.34 | $53,315.32 | $13,776.98 | 34.84% |
Drew Phillips Fortitude Family Office LLC | 139 | $9,173.28 | $13,050.71 | $3,877.43 | 42.27% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 38,245 | $2.67M | $3.57M | $903,025 | 33.87% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 227,748 | $14.83M | $21.24M | $6.41M | 43.23% |
Bert D. Barre Colonial Trust Co. / SC | 907 | $68,857.82 | $84,990.43 | $16,132.61 | 23.43% |
Daniel Guy Ethos Financial Group LLC | 56,405 | $4.77M | $5.26M | $487,364.26 | 10.21% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 7,130 | $456,246 | $669,435.7 | $213,189.7 | 46.73% |
Victoria Latham Fiduciary Alliance LLC | 2,397 | $227,691 | $223,616.13 | -$4,074.87 | -1.79% |
Morgan Carter RFP Financial Group LLC | 2,625 | $227,524.07 | $245,516.25 | $17,992.18 | 7.91% |
Jessica Thayer Unique Wealth LLC | 8,275 | $719,674.4 | $778,760.25 | $59,085.85 | 8.21% |
Erik Brenner Hilltop Partners LLC | 11,583 | $717,565.37 | $1.09M | $373,726.97 | 52.08% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 12,730 | $834,523.74 | $1.2M | $365,915.26 | 43.85% |
Holly Skipper Verum Partners LLC | 21,227 | $1.23M | $2M | $769,043.37 | 62.59% |
Christopher Casanega Sharper & Granite LLC | 5,736 | $351,091.2 | $538,409.64 | $187,318.44 | 53.35% |
Patrick D. Hayes Canopy Partners LLC | 16,185 | $1.05M | $1.52M | $466,128.05 | 44.36% |