| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,188 | $363,655.85 | $470,441.87 | $106,786.02 | 29.36% |
Jill Grimes Centurion Wealth Management LLC | 960 | $182,113.42 | $206,409.59 | $24,296.17 | 13.34% |
Brian Dechow SWAN Capital LLC | 12 | $2,303.08 | $2,652.96 | $349.88 | 15.19% |
Bert D. Barre Colonial Trust Co. / SC | 1,361 | $250,894.86 | $299,719.42 | $48,824.56 | 19.46% |
Daniel Guy Ethos Financial Group LLC | 80,898 | $13.63M | $17.39M | $3.77M | 27.63% |
Victoria Latham Fiduciary Alliance LLC | 15,288 | $2.82M | $3.29M | $470,441.6 | 16.7% |
| RDL Rodrigo De La Garza Summa Corp. | 1,536 | $300,856.12 | $330,255.35 | $29,399.23 | 9.77% |
Morgan Carter RFP Financial Group LLC | 44,133 | $8.44M | $9.83M | $1.39M | 16.47% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,425 | $614,534.43 | $757,199 | $142,664.57 | 23.22% |
Loni Adams Daymark Wealth Partners LLC | 8,664 | $1.44M | $1.86M | $424,660.7 | 29.53% |
Brian Matter Creative Capital Management Investments LLC | 640 | $110,867.2 | $137,606.4 | $26,739.2 | 24.12% |
Michael Snyder Beaumont Financial Advisors LLC | 2,020 | $345,584.14 | $434,320.19 | $88,736.05 | 25.68% |
Jade Franke Retirement Investment Advisors Inc. | 5,980 | $868,186.12 | $1.29M | $417,573.65 | 48.1% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 59,691 | $9.35M | $12.83M | $3.48M | 37.25% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 306,309 | $65.11M | $65.86M | $749,788.12 | 1.15% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 63,627 | $11.22M | $13.68M | $2.47M | 21.98% |
Belena Vincetti Fortis Capital Advisors LLC | 16,782 | $3.04M | $3.61M | $572,757.23 | 18.87% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,016 | $196,474.58 | $218,450.15 | $21,975.57 | 11.18% |
Sheryl Stephens Stephens Consulting LLC | 6,413 | $1.04M | $1.38M | $337,839.82 | 32.45% |
Dennis Wallace Fortune Financial Advisors LLC | 11,546 | $1.73M | $2.48M | $754,810.12 | 43.69% |