| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 7,908 | $565,660.97 | $727,377.84 | $161,716.87 | 28.59% |
Alex Nunnamaker Schechter Investment Advisors LLC | 33,585 | $1.79M | $3.09M | $1.3M | 72.2% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 7,161 | $405,549.93 | $658,668.78 | $253,118.85 | 62.41% |
Bert D. Barre Colonial Trust Co. / SC | 1,074 | $68,013.68 | $96,606.3 | $28,592.62 | 42.04% |
Victoria Latham Fiduciary Alliance LLC | 4,755 | $306,880.67 | $437,364.9 | $130,484.23 | 42.52% |
Loni Adams Daymark Wealth Partners LLC | 9,090 | $649,934.21 | $836,098.2 | $186,163.99 | 28.64% |
Michael Snyder Beaumont Financial Advisors LLC | 5,430 | $360,291.74 | $499,451.4 | $139,159.66 | 38.62% |
Jade Franke Retirement Investment Advisors Inc. | 3,130 | $232,517.33 | $287,897.4 | $55,380.07 | 23.82% |
Belena Vincetti Fortis Capital Advisors LLC | 2,634 | $243,008.15 | $242,275.32 | -$732.83 | -0.3% |
Jeffrey D. Munjack JDM Financial Group LLC | 72 | $6,696 | $6,624.72 | -$71.28 | -1.06% |
| QS Quentin Stoker Gallacher Capital Management LLC | 6,278 | $433,909.62 | $577,450.44 | $143,540.82 | 33.08% |
Patrick D. Hayes Canopy Partners LLC | 4,753 | $318,839.98 | $437,180.94 | $118,340.96 | 37.12% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 4,940 | $458,801.6 | $437,190 | -$21,611.6 | -4.71% |
Sheryl Stephens Stephens Consulting LLC | 359 | $21,743.3 | $33,020.82 | $11,277.52 | 51.87% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 9,960 | $567,222.07 | $916,120.8 | $348,898.73 | 61.51% |
| BP Brett Pohl Kingdom Financial Group LLC | 62 | $5,771.29 | $5,487 | -$284.29 | -4.93% |
Amy Hart Phillips Wealth Planners LLC | 4,313 | $280,654.12 | $381,700.5 | $101,046.38 | 36% |
Bree Pate Olisti Co. Wealth LLC | 45 | $3,290 | $4,139.1 | $849.1 | 25.81% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 11,935 | $830,699.42 | $1.07M | $244,286.03 | 29.41% |
Amy Ardeel Icon Wealth Advisors LLC | 8,121 | $622,479.11 | $712,698.96 | $90,219.85 | 14.49% |