| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,266 | $261,079 | $255,835.86 | -$5,243.14 | -2.01% |
Jill Grimes Centurion Wealth Management LLC | 5,979 | $174,168.87 | $212,254.5 | $38,085.63 | 21.87% |
Brian Dechow SWAN Capital LLC | 854 | $27,853.05 | $30,133.39 | $2,280.34 | 8.19% |
Bert D. Barre Colonial Trust Co. / SC | 283 | $9,231.46 | $10,156.87 | $925.41 | 10.02% |
Daniel Guy Ethos Financial Group LLC | 865,812 | $18.39M | $30.51M | $12.12M | 65.91% |
Victoria Latham Fiduciary Alliance LLC | 468,992 | $12.88M | $16.53M | $3.65M | 28.32% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,763 | $234,156.66 | $274,887.83 | $40,731.17 | 17.39% |
Loni Adams Daymark Wealth Partners LLC | 8,270 | $279,852 | $291,145.35 | $11,293.35 | 4.04% |
Jessica Thayer Unique Wealth LLC | 728,990 | $15.6M | $25.67M | $10.07M | 64.57% |
Stephen Cheifetz Kades & Cheifetz LLC | 86,798 | $1.33M | $3.12M | $1.79M | 135.21% |
Brian Matter Creative Capital Management Investments LLC | 1,825 | $25,561.35 | $65,572.25 | $40,010.9 | 156.53% |
Michael Snyder Beaumont Financial Advisors LLC | 71,426 | $993,341.57 | $2.53M | $1.54M | 154.61% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 55,143 | $804,238.45 | $1.97M | $1.17M | 145.05% |
Belena Vincetti Fortis Capital Advisors LLC | 1.04M | $26.2M | $36.65M | $10.45M | 39.88% |
Jeffrey D. Munjack JDM Financial Group LLC | 512 | $7,111.68 | $18,145.28 | $11,033.6 | 155.15% |
Adam Laibson Mainsail Financial Group LLC | 445,973 | $9.23M | $16.01M | $6.78M | 73.42% |
Dennis Wallace Fortune Financial Advisors LLC | 7,079 | $239,540 | $252,649.51 | $13,109.51 | 5.47% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 65,224 | $1.02M | $2.3M | $1.28M | 126.06% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,364 | $43,200.92 | $48,019.62 | $4,818.7 | 11.15% |
Stephen Smith Kestra Investment Management LLC | 8,151 | $275,840 | $287,159.73 | $11,319.73 | 4.1% |