| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,495 | $906,205.25 | $1.29M | $384,067.17 | 42.38% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,975 | $253,806.4 | $442,849.62 | $189,043.22 | 74.48% |
Anne Hudick Fee-Only Financial Planning, L.C. | 20,500 | $705,487 | $1.82M | $1.12M | 158.66% |
Bert D. Barre Colonial Trust Co. / SC | 150 | $12,382.5 | $13,338 | $955.5 | 7.72% |
David Kennon David Kennon Inc | 7,955 | $620,482 | $708,114.32 | $87,632.32 | 14.12% |
Daniel Guy Ethos Financial Group LLC | 35,290 | $1.86M | $3.14M | $1.28M | 69.1% |
Bridget Davis Cedar Point Capital Partners LLC | 145,280 | $7.72M | $12.93M | $5.21M | 67.57% |
| VL Victoria Latham Fiduciary Alliance LLC | 66,590 | $4.9M | $5.93M | $1.03M | 21.02% |
| MC Morgan Carter RFP Financial Group LLC | 25,790 | $2.08M | $2.3M | $220,117.65 | 10.61% |
Loni Adams Daymark Wealth Partners LLC | 3,410 | $252,902.78 | $303,217.2 | $50,314.42 | 19.89% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 9,500 | $378,805.97 | $844,740 | $465,934.03 | 123% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 22,860 | $689,782.7 | $2.03M | $1.34M | 194.69% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 19,210 | $1.31M | $1.71M | $398,632.47 | 30.44% |
Belena Vincetti Fortis Capital Advisors LLC | 8,900 | $486,233.81 | $791,388 | $305,154.19 | 62.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,995 | $329,787.25 | $355,235.4 | $25,448.15 | 7.72% |
| SR Scott Register Register Financial Advisors LLC | 1,570 | $138,019 | $140,452.2 | $2,433.2 | 1.76% |
Amy Ardeel Icon Wealth Advisors LLC | 26,135 | $1.87M | $2.32M | $445,583.55 | 23.79% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 18.6M | $708.94M | $1.65B | $940.97M | 132.73% |
Jeffrey Hanson Breakwater Capital Group | 53,888 | $2.41M | $4.78M | $2.37M | 98.7% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 3,315 | $190,022.43 | $294,106.8 | $104,084.37 | 54.77% |