| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 157 | $26,779.49 | $59,642.73 | $32,863.24 | 122.72% |
Mariana Coli Dunhill Financial LLC | 517 | $165,471.21 | $199,050.17 | $33,578.96 | 20.29% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 99 | $33,954 | $37,617.03 | $3,663.03 | 10.79% |
Lukas Lindgren Abound Wealth Management | 813 | $267,873.59 | $313,309.87 | $45,436.28 | 16.96% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,530 | $962,689.47 | $1.34M | $379,345.89 | 39.4% |
Jill Grimes Centurion Wealth Management LLC | 1,992 | $666,921.49 | $761,910.12 | $94,988.63 | 14.24% |
Bert D. Barre Colonial Trust Co. / SC | 264 | $48,410.96 | $101,670.36 | $53,259.4 | 110.02% |
Daniel Guy Ethos Financial Group LLC | 1,835 | $629,349.97 | $698,419.35 | $69,069.38 | 10.97% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 7,554 | $2.61M | $2.91M | $296,594.48 | 11.36% |
Victoria Latham Fiduciary Alliance LLC | 689 | $219,406.27 | $261,954.35 | $42,548.08 | 19.39% |
Loni Adams Daymark Wealth Partners LLC | 643 | $170,456.2 | $244,372.15 | $73,915.95 | 43.36% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 5,968 | $1.9M | $2.3M | $399,505.62 | 21.05% |
Holly Skipper Verum Partners LLC | 3,387 | $682,701.56 | $1.3M | $616,212.94 | 90.26% |
Jeffrey D. Munjack JDM Financial Group LLC | 100 | $17,057 | $38,212.5 | $21,155.5 | 124.03% |
Patrick D. Hayes Canopy Partners LLC | 620 | $226,839 | $237,410.4 | $10,571.4 | 4.66% |
| BG Becki Goebel TCP Asset Management LLC | 740 | $204,802 | $283,716 | $78,914 | 38.53% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 975 | $269,840.57 | $374,053.87 | $104,213.3 | 38.62% |
Sue Oleari Trifecta Capital Advisors LLC | 2,230 | $380,371 | $848,091.3 | $467,720.3 | 122.96% |
Scott Register Register Financial Advisors LLC | 241 | $88,014.9 | $91,919.81 | $3,904.91 | 4.44% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,397 | $467,843.87 | $538,368.87 | $70,525 | 15.07% |