| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 3,287 | $272,595.7 | $304,573.42 | $31,977.72 | 11.73% |
Loni Adams Daymark Wealth Partners LLC | 445,778 | $29.66M | $41.31M | $11.65M | 39.27% |
Jessica Thayer Unique Wealth LLC | 13,508 | $1.14M | $1.25M | $109,955.28 | 9.63% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 99,246 | $8.63M | $9.2M | $567,577.83 | 6.58% |
Andy Peters Goldstein Advisors LLC | 678,390 | $46.67M | $62.86M | $16.19M | 34.69% |
| HS Helen Semus Semus Wealth Partners LLC | 23,282 | $1.6M | $2.16M | $557,610.09 | 34.87% |
| MR Michael Radoff LGT Financial Advisors LLC | 421 | $32,254.48 | $39,009.86 | $6,755.38 | 20.94% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 5,107 | $392,626.16 | $473,214.62 | $80,588.46 | 20.53% |
Jill Batley Gateway Wealth Partners LLC | 16,514 | $1.34M | $1.53M | $186,464.49 | 13.88% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 2,861 | $264,035.06 | $265,100.26 | $1,065.2 | 0.4% |
| PIL PFG Investments LLC PFG Investments LLC | 2,868 | $248,972.82 | $265,748.88 | $16,776.06 | 6.74% |
Andy Warning Resolute Wealth Strategies LLC | 160,789 | $14.2M | $14.9M | $699,896.39 | 4.93% |
Alexandra Stickelman Root Financial Partners, LLC | 1,805 | $168,871.85 | $167,251.3 | -$1,620.55 | -0.96% |
Eugene Donato KENNEDY INVESTMENT GROUP | 15,561 | $1.4M | $1.44M | $38,931.1 | 2.77% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 15,019 | $989,815.86 | $1.39M | $401,844.68 | 40.6% |
Annmarie Young KPP Advisory Services LLC | 2,438 | $228,563 | $225,905.08 | -$2,657.92 | -1.16% |
Alisha Arvold Christopher J. Hasenberg, Inc | 128 | $11,017 | $11,860.48 | $843.48 | 7.66% |
Berkeley Harrison Sterling Financial Group, Inc. | 339,850 | $19.82M | $31.49M | $11.67M | 58.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 116,502 | $11.2M | $10.8M | -$406,460.21 | -3.63% |
Anthony Moeller MN Wealth Advisors, LLC | 109,585 | $7.43M | $10.15M | $2.73M | 36.7% |