| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,490 | $397,767.42 | $615,983.1 | $218,215.68 | 54.86% |
Alex Nunnamaker Schechter Investment Advisors LLC | 13,071 | $1.19M | $1.8M | $610,857.73 | 51.53% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,459 | $339,319.93 | $337,350.21 | -$1,969.72 | -0.58% |
Bert D. Barre Colonial Trust Co. / SC | 903 | $82,206.82 | $123,882.57 | $41,675.75 | 50.7% |
Daniel Guy Ethos Financial Group LLC | 2,986 | $381,522.64 | $409,947.94 | $28,425.3 | 7.45% |
Loni Adams Daymark Wealth Partners LLC | 43,852 | $4.82M | $6.02M | $1.19M | 24.76% |
Brian Matter Creative Capital Management Investments LLC | 59 | $5,687.01 | $8,094.21 | $2,407.2 | 42.33% |
Jeffrey D. Munjack JDM Financial Group LLC | 51 | $7,790.25 | $6,996.69 | -$793.56 | -10.19% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,514 | $368,382.79 | $482,085.66 | $113,702.87 | 30.87% |
Patrick D. Hayes Canopy Partners LLC | 3,458 | $359,984.22 | $474,403.02 | $114,418.8 | 31.78% |
Sheryl Stephens Stephens Consulting LLC | 61 | $8,411 | $8,368.59 | -$42.41 | -0.5% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,000 | $319,385.03 | $411,570 | $92,184.97 | 28.86% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $154.05 | $137.19 | -$16.86 | -10.94% |
Stephen Smith Kestra Investment Management LLC | 2,037 | $290,763.72 | $279,456.03 | -$11,307.69 | -3.89% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,383 | $211,253 | $189,733.77 | -$21,519.23 | -10.19% |
Timothy J. Videnka Forza Wealth Management LLC | 5,274 | $456,550.97 | $723,540.06 | $266,989.09 | 58.48% |
Kevin Gray Lodestar Private Asset Management LLC | 1,390 | $212,323 | $190,694.1 | -$21,628.9 | -10.19% |
Amy Ardeel Icon Wealth Advisors LLC | 2,643 | $293,778.02 | $362,593.17 | $68,815.15 | 23.42% |
Joshua A. Kennon Kennon-Green & Company LLC | 7,452 | $640,045.9 | $1.02M | $382,293.98 | 59.73% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,799 | $281,939 | $246,804.81 | -$35,134.19 | -12.46% |