| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 47,623 | $3.59M | $6.93M | $3.34M | 93.03% |
Daniel Guy Ethos Financial Group LLC | 6,058 | $1.17M | $786,752.46 | -$386,313.79 | -32.93% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,263 | $305,534.76 | $423,765.81 | $118,231.05 | 38.7% |
Victoria Latham Fiduciary Alliance LLC | 14,845 | $2.51M | $1.93M | -$578,346.39 | -23.08% |
Gary Dempsey Leslie Global Wealth LLC | 5,904 | $897,281.29 | $766,752.48 | -$130,528.81 | -14.55% |
Nolan Hoffmeyer Thematics Asset Management | 17,434 | $1.96M | $2.26M | $301,305.69 | 15.35% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,258 | $892,553.33 | $805,946.24 | -$86,607.09 | -9.7% |
Loni Adams Daymark Wealth Partners LLC | 137,328 | $17.71M | $17.83M | $126,503.87 | 0.71% |
Jessica Thayer Unique Wealth LLC | 3,845 | $817,713.26 | $499,350.15 | -$318,363.11 | -38.93% |
Brian Matter Creative Capital Management Investments LLC | 886 | $136,655.81 | $115,064.82 | -$21,590.99 | -15.8% |
Michael Snyder Beaumont Financial Advisors LLC | 10,385 | $964,109.1 | $1.35M | $384,590.85 | 39.89% |
Lyndsay Goody Onyx Financial Advisors LLC | 4,183 | $447,953.92 | $543,246.21 | $95,292.29 | 21.27% |
Erik Brenner Hilltop Partners LLC | 14,691 | $2.82M | $2.13M | -$690,438.46 | -24.51% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,952 | $245,191 | $253,506.24 | $8,315.24 | 3.39% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,957 | $771,058.27 | $773,635.59 | $2,577.32 | 0.33% |
Holly Skipper Verum Partners LLC | 6,959 | $984,815.49 | $903,765.33 | -$81,050.16 | -8.23% |
Belena Vincetti Fortis Capital Advisors LLC | 6,914 | $1.04M | $897,921.18 | -$138,383.94 | -13.35% |
Patrick D. Hayes Canopy Partners LLC | 4,754 | $620,705.28 | $617,401.98 | -$3,303.3 | -0.53% |
Sheryl Stephens Stephens Consulting LLC | 251 | $39,069.53 | $32,597.37 | -$6,472.16 | -16.57% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,455 | $430,643.83 | $318,830.85 | -$111,812.98 | -25.96% |