| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 2,737 | $1.03M | $1.36M | $334,829.82 | 32.57% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 856 | $431,394.1 | $425,389.2 | -$6,004.9 | -1.39% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 13,774 | $4.93M | $6.85M | $1.92M | 38.87% |
Bert D. Barre Colonial Trust Co. / SC | 674 | $317,325.5 | $333,036.88 | $15,711.38 | 4.95% |
Daniel Guy Ethos Financial Group LLC | 748 | $348,509.32 | $372,088.86 | $23,579.54 | 6.77% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 635 | $251,312.61 | $313,194.7 | $61,882.09 | 24.62% |
Victoria Latham Fiduciary Alliance LLC | 1,542 | $722,251.38 | $767,060.19 | $44,808.81 | 6.2% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,429 | $678,725.85 | $712,485.11 | $33,759.26 | 4.97% |
Loni Adams Daymark Wealth Partners LLC | 8,118 | $3.2M | $4.04M | $845,062.7 | 26.41% |
Brian Matter Creative Capital Management Investments LLC | 45 | $23,352.3 | $22,194.9 | -$1,157.4 | -4.96% |
Michael Snyder Beaumont Financial Advisors LLC | 1,002 | $451,273.63 | $499,386.78 | $48,113.15 | 10.66% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,990 | $950,079.33 | $981,507.8 | $31,428.47 | 3.31% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,352 | $1.03M | $1.17M | $143,476.85 | 13.92% |
Holly Skipper Verum Partners LLC | 806 | $399,808.53 | $404,149.36 | $4,340.83 | 1.09% |
Belena Vincetti Fortis Capital Advisors LLC | 2,175 | $1.08M | $1.08M | $4,739.78 | 0.44% |
Patrick D. Hayes Canopy Partners LLC | 859 | $383,929 | $428,383.3 | $44,454.3 | 11.58% |
Marc White Clarendon Private LLC | 1,691 | $729,851.42 | $834,356.31 | $104,504.89 | 14.32% |
Sheryl Stephens Stephens Consulting LLC | 1,413 | $504,828.24 | $702,325.57 | $197,497.33 | 39.12% |
Dennis Wallace Fortune Financial Advisors LLC | 1,008 | $512,938.87 | $505,489.12 | -$7,449.75 | -1.45% |
| BP Brett Pohl Kingdom Financial Group LLC | 15 | $7,460.71 | $7,473.45 | $12.74 | 0.17% |