| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,702 | $849,634.71 | $1.21M | $360,623.13 | 42.44% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,994 | $993,511.05 | $1.3M | $302,102.61 | 30.41% |
Anne Hudick Fee-Only Financial Planning, L.C. | 645 | $202,911 | $208,380.15 | $5,469.15 | 2.7% |
Bert D. Barre Colonial Trust Co. / SC | 2,519 | $561,098.78 | $817,528.85 | $256,430.07 | 45.7% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,311 | $575,881.73 | $750,682.11 | $174,800.38 | 30.35% |
Victoria Latham Fiduciary Alliance LLC | 2,974 | $824,303.34 | $963,769.31 | $139,465.97 | 16.92% |
Kellie Borror Daner Wealth Management LLC | 629 | $197,877.11 | $203,928.09 | $6,050.98 | 3.06% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 998 | $237,245.56 | $323,381.94 | $86,136.38 | 36.31% |
Loni Adams Daymark Wealth Partners LLC | 8,267 | $1.91M | $2.69M | $780,658.74 | 40.87% |
Brian Matter Creative Capital Management Investments LLC | 19 | $5,977.21 | $6,171.77 | $194.56 | 3.26% |
Michael Snyder Beaumont Financial Advisors LLC | 1,166 | $254,926.45 | $378,122.14 | $123,195.69 | 48.33% |
Holly Skipper Verum Partners LLC | 673 | $211,719 | $219,943.13 | $8,224.13 | 3.88% |
Sheryl Stephens Stephens Consulting LLC | 210 | $58,665.25 | $68,042.1 | $9,376.85 | 15.98% |
| JS Jeffrey Starkey Kooman & Associates | 664 | $208,888 | $215,501.2 | $6,613.2 | 3.17% |
| BG Becki Goebel TCP Asset Management LLC | 1,011 | $303,715 | $326,876.52 | $23,161.52 | 7.63% |
Sue Oleari Trifecta Capital Advisors LLC | 600 | $135,500.98 | $194,310 | $58,809.02 | 43.4% |
Amy Hart Phillips Wealth Planners LLC | 701 | $201,187 | $228,203.54 | $27,016.54 | 13.43% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,792 | $623,103.64 | $904,789.48 | $281,685.84 | 45.21% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 52 | $16,359 | $16,891.16 | $532.16 | 3.25% |
Loren Sauer Slotnik Capital LLC | 18,000 | $5.45M | $5.85M | $408,809.98 | 7.51% |