| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anne Hudick Fee-Only Financial Planning, L.C. | 20,500 | $705,487 | $1.77M | $1.06M | 150.86% |
Bert D. Barre Colonial Trust Co. / SC | 150 | $12,382.5 | $13,594.5 | $1,212 | 9.79% |
David Kennon David Kennon Inc | 7,507 | $587,674.96 | $648,079.31 | $60,404.35 | 10.28% |
Daniel Guy Ethos Financial Group LLC | 35,290 | $1.86M | $3.05M | $1.19M | 64% |
Bridget Davis Cedar Point Capital Partners LLC | 147,385 | $7.9M | $12.72M | $4.82M | 61.01% |
Victoria Latham Fiduciary Alliance LLC | 65,427 | $4.81M | $5.65M | $835,371.99 | 17.36% |
Morgan Carter RFP Financial Group LLC | 23,212 | $1.87M | $2.11M | $237,690.88 | 12.72% |
Loni Adams Daymark Wealth Partners LLC | 69,144 | $6.03M | $5.97M | -$62,396.18 | -1.03% |
Michael Snyder Beaumont Financial Advisors LLC | 9,500 | $378,805.97 | $820,135 | $441,329.03 | 116.51% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 22,860 | $689,782.7 | $1.97M | $1.28M | 186.11% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 3,844 | $282,495.56 | $331,852.52 | $49,356.96 | 17.47% |
Belena Vincetti Fortis Capital Advisors LLC | 6,795 | $376,956.94 | $586,612.35 | $209,655.41 | 55.62% |
| BP Brett Pohl Kingdom Financial Group LLC | 6,550 | $554,386.18 | $594,609 | $40,222.82 | 7.26% |
Scott Register Register Financial Advisors LLC | 1,570 | $138,019 | $135,538.1 | -$2,480.9 | -1.8% |
Amy Ardeel Icon Wealth Advisors LLC | 5,227 | $384,132.23 | $472,625.34 | $88,493.11 | 23.04% |
Jeffrey Hanson Breakwater Capital Group | 53,888 | $2.41M | $4.65M | $2.25M | 93.35% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 3,300 | $189,162.6 | $284,889 | $95,726.4 | 50.61% |
Jesse Ellington Dover Advisors LLC | 615 | $49,538.86 | $55,829.7 | $6,290.84 | 12.7% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 1.37M | $60.17M | $118.42M | $58.24M | 96.79% |
Darren Tapley New England Capital Financial Advisors LLC | 400 | $26,083.2 | $34,532 | $8,448.8 | 32.39% |