| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 444,900 | $30.73M | $35.84M | $5.1M | 16.61% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,286 | $99,445.49 | $184,135.01 | $84,689.52 | 85.16% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 3,700 | $206,328.6 | $297,887 | $91,558.4 | 44.38% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,368 | $424,799.61 | $593,485.03 | $168,685.42 | 39.71% |
| GAQ G. Andrew Quinn AJ Advisors LLC | 178,747 | $8.62M | $14.4M | $5.78M | 67.07% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 303,538 | $19.87M | $24.45M | $4.58M | 23.02% |
Anne Hudick Fee-Only Financial Planning, L.C. | 4,135 | $181,609.33 | $333,070.11 | $151,460.78 | 83.4% |
Bert D. Barre Colonial Trust Co. / SC | 120 | $8,336.4 | $9,666 | $1,329.6 | 15.95% |
Daniel Guy Ethos Financial Group LLC | 71,352 | $4.48M | $5.75M | $1.27M | 28.39% |
Loni Adams Daymark Wealth Partners LLC | 248,181 | $14.54M | $19.99M | $5.46M | 37.53% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 37,752 | $1.95M | $3.04M | $1.09M | 55.89% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 6,592 | $400,891.73 | $530,985.6 | $130,093.87 | 32.45% |
Belena Vincetti Fortis Capital Advisors LLC | 8,525 | $582,087 | $686,688.75 | $104,601.75 | 17.97% |
Adam Laibson Mainsail Financial Group LLC | 174,465 | $9.26M | $13.99M | $4.72M | 51% |
| SS Stephen Smith Kestra Investment Management LLC | 7,966 | $540,194.67 | $641,661.3 | $101,466.63 | 18.78% |
| SR Scott Register Register Financial Advisors LLC | 4,851 | $287,461.41 | $388,904.67 | $101,443.26 | 35.29% |
Joseph A. Feste KM Capital Management Ltd. | 419 | $28,609.32 | $33,729.5 | $5,120.18 | 17.9% |
Ashley Goggins Hidden Cove Wealth Management LLC | 6,649 | $393,221.82 | $535,244.5 | $142,022.68 | 36.12% |
Matthew Keyes Heritage Wealth Partners LLC | 4,671 | $273,469 | $376,015.5 | $102,546.5 | 37.5% |
Andy Peters Goldstein Advisors LLC | 4,869 | $223,730.54 | $391,954.5 | $168,223.96 | 75.19% |