| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,287 | $99,526.55 | $181,359.1 | $81,832.55 | 82.22% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 3,700 | $206,328.6 | $295,260 | $88,931.4 | 43.1% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,793 | $226,405 | $223,452.57 | -$2,952.43 | -1.3% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 15,195 | $1.04M | $1.21M | $165,235.09 | 15.88% |
G. Andrew Quinn AJ Advisors LLC | 180,710 | $8.78M | $14.33M | $5.55M | 63.27% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 303,538 | $19.87M | $24.14M | $4.27M | 21.48% |
Anne Hudick Fee-Only Financial Planning, L.C. | 4,135 | $181,609.33 | $328,443.05 | $146,833.72 | 80.85% |
Bert D. Barre Colonial Trust Co. / SC | 120 | $8,336.4 | $9,550.8 | $1,214.4 | 14.57% |
Daniel Guy Ethos Financial Group LLC | 71,352 | $4.48M | $5.65M | $1.18M | 26.25% |
Loni Adams Daymark Wealth Partners LLC | 241,606 | $14.25M | $19.16M | $4.91M | 34.48% |
Michael Snyder Beaumont Financial Advisors LLC | 36,865 | $1.9M | $2.93M | $1.03M | 53.82% |
Belena Vincetti Fortis Capital Advisors LLC | 8,573 | $585,977.91 | $681,382.04 | $95,404.13 | 16.28% |
Adam Laibson Mainsail Financial Group LLC | 196,615 | $11.06M | $15.65M | $4.59M | 41.51% |
Stephen Smith Kestra Investment Management LLC | 4,450 | $303,709.96 | $352,618 | $48,908.04 | 16.1% |
Scott Register Register Financial Advisors LLC | 4,851 | $287,461.41 | $385,314.93 | $97,853.52 | 34.04% |
Ashley Goggins Hidden Cove Wealth Management LLC | 6,367 | $376,544.34 | $510,824.41 | $134,280.07 | 35.66% |
Matthew Keyes Heritage Wealth Partners LLC | 4,671 | $273,469 | $371,157.66 | $97,688.66 | 35.72% |
Andy Peters Goldstein Advisors LLC | 4,862 | $223,408.89 | $387,647.26 | $164,238.37 | 73.51% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 39,020 | $3.16M | $3.12M | -$42,531.6 | -1.34% |
Kyle Kelley Family Capital Management Inc. | 17,887 | $824,643.08 | $1.43M | $601,666.3 | 72.96% |