| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 12,400 | $293,958.09 | $396,676 | $102,717.91 | 34.94% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 58,533 | $1.46M | $1.88M | $420,683.19 | 28.85% |
David Hunter Horizons Wealth Management | 8,410 | $164,246.52 | $272,904.5 | $108,657.98 | 66.16% |
Rachel Faulk Cape Investment Advisory Inc. | 46,691 | $1.31M | $1.52M | $201,997.23 | 15.36% |
Mariana Coli Dunhill Financial LLC | 7,086 | $203,117.24 | $230,224.14 | $27,106.9 | 13.35% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 185,234 | $4.04M | $6.01M | $1.97M | 48.76% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,285 | $65,088.75 | $73,051.45 | $7,962.7 | 12.23% |
Lukas Lindgren Abound Wealth Management | 137,491 | $3.44M | $4.47M | $1.02M | 29.72% |
Bert D. Barre Colonial Trust Co. / SC | 825 | $27,612.09 | $26,672.25 | -$939.84 | -3.4% |
Victoria Latham Fiduciary Alliance LLC | 14,219 | $371,558.39 | $454,581.43 | $83,023.04 | 22.34% |
Stephen Cheifetz Kades & Cheifetz LLC | 37,282 | $789,032.32 | $1.21M | $420,209.35 | 53.26% |
Brian Matter Creative Capital Management Investments LLC | 214 | $6,121.72 | $6,952.86 | $831.14 | 13.58% |
Michael Snyder Beaumont Financial Advisors LLC | 19,248 | $407,102.03 | $617,475.84 | $210,373.81 | 51.68% |
Erik Brenner Hilltop Partners LLC | 27,649 | $579,661.28 | $897,486.54 | $317,825.26 | 54.83% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 48,972 | $1.24M | $1.58M | $345,550.6 | 27.92% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 17,300 | $250,258.68 | $563,028.5 | $312,769.82 | 124.98% |
Belena Vincetti Fortis Capital Advisors LLC | 15,132 | $357,410.74 | $485,434.56 | $128,023.82 | 35.82% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,069 | $25,777.58 | $34,325.7 | $8,548.12 | 33.16% |
Adam Laibson Mainsail Financial Group LLC | 6,264 | $226,318 | $202,515.12 | -$23,802.88 | -10.52% |
Sheryl Stephens Stephens Consulting LLC | 1,155 | $32,720.71 | $36,925.35 | $4,204.64 | 12.85% |