| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,739 | $7.55M | $9.06M | $1.51M | 19.94% |
Alex Nunnamaker Schechter Investment Advisors LLC | 564 | $252,387.67 | $372,316.14 | $119,928.47 | 47.52% |
Bert D. Barre Colonial Trust Co. / SC | 681 | $276,756.38 | $452,102.28 | $175,345.9 | 63.36% |
Victoria Latham Fiduciary Alliance LLC | 1,917 | $1.08M | $1.26M | $181,184.55 | 16.74% |
| RDL Rodrigo De La Garza Summa Corp. | 600 | $339,888 | $397,833 | $57,945 | 17.05% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 325 | $200,447.2 | $214,990.75 | $14,543.55 | 7.26% |
Loni Adams Daymark Wealth Partners LLC | 8,610 | $4.65M | $5.68M | $1.03M | 22.15% |
Michael Snyder Beaumont Financial Advisors LLC | 2,181 | $966,738.98 | $1.44M | $475,937.99 | 49.23% |
Holly Skipper Verum Partners LLC | 371 | $260,939 | $246,876.38 | -$14,062.62 | -5.39% |
Jeffrey D. Munjack JDM Financial Group LLC | 689 | $424,947.64 | $456,252.35 | $31,304.71 | 7.37% |
Patrick D. Hayes Canopy Partners LLC | 14,921 | $7.87M | $9.89M | $2.02M | 25.65% |
Marc White Clarendon Private LLC | 1,531 | $872,946.84 | $1.02M | $150,312.32 | 17.22% |
Nelson J. Lam LAM GROUP Inc. | 1,400 | $619,906 | $936,446 | $316,540 | 51.06% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 5,163 | $2.55M | $3.42M | $868,457.55 | 33.99% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 550 | $339,218 | $364,680.25 | $25,462.25 | 7.51% |
| BP Brett Pohl Kingdom Financial Group LLC | 97 | $59,838.53 | $63,960.83 | $4,122.3 | 6.89% |
Sue Oleari Trifecta Capital Advisors LLC | 18,137 | $8.15M | $11.96M | $3.81M | 46.74% |
Bree Pate Olisti Co. Wealth LLC | 12 | $7,239.6 | $7,938.54 | $698.94 | 9.65% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,776 | $5.56M | $6.44M | $883,787.48 | 15.9% |
Timothy J. Videnka Forza Wealth Management LLC | 1,876 | $859,977.42 | $1.25M | $387,937.78 | 45.11% |