| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rodrigo Diaz Plan Group Financial LLC | 86,279 | $6.44M | $7.83M | $1.39M | 21.6% |
Mark Mowrey Signature Resources Capital Management LLC | 1,105 | $89,549.73 | $99,450 | $9,900.27 | 11.06% |
Samuel Pressley Ridgepath Capital Management LLC | 12,480 | $715,378.56 | $1.14M | $427,789.44 | 59.8% |
Rachel Faulk Cape Investment Advisory Inc. | 4,855 | $400,882.2 | $446,999.85 | $46,117.65 | 11.5% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 3,375 | $248,028.75 | $303,750 | $55,721.25 | 22.47% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 2,792 | $204,462.06 | $257,310.72 | $52,848.66 | 25.85% |
Mariana Coli Dunhill Financial LLC | 4,076 | $281,852.76 | $375,277.32 | $93,424.56 | 33.15% |
Lukas Lindgren Abound Wealth Management | 200 | $13,092.05 | $18,447 | $5,354.95 | 40.9% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,337 | $897,148.37 | $1.29M | $393,181.63 | 43.83% |
Scott Crane Crane Advisory LLC | 2,400 | $210,984 | $219,840 | $8,856 | 4.2% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,975 | $253,806.4 | $449,093.25 | $195,286.85 | 76.94% |
Anne Hudick Fee-Only Financial Planning, L.C. | 20,500 | $705,487 | $1.88M | $1.18M | 166.9% |
Bert D. Barre Colonial Trust Co. / SC | 150 | $12,382.5 | $13,797 | $1,414.5 | 11.42% |
David Kennon David Kennon Inc | 7,448 | $583,354.39 | $684,098.8 | $100,744.41 | 17.27% |
Daniel Guy Ethos Financial Group LLC | 35,290 | $1.86M | $3.18M | $1.32M | 71.09% |
Bridget Davis Cedar Point Capital Partners LLC | 147,385 | $7.9M | $13.54M | $5.64M | 71.31% |
Victoria Latham Fiduciary Alliance LLC | 63,668 | $4.68M | $5.73M | $1.05M | 22.41% |
Morgan Carter RFP Financial Group LLC | 23,212 | $1.87M | $2.13M | $260,902.88 | 13.97% |
Loni Adams Daymark Wealth Partners LLC | 69,144 | $6.03M | $6.22M | $189,287.98 | 3.14% |
Michael Snyder Beaumont Financial Advisors LLC | 9,499 | $378,771.56 | $860,371.92 | $481,600.36 | 127.15% |