| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,221 | $625,189.61 | $749,590.78 | $124,401.17 | 19.9% |
Alex Nunnamaker Schechter Investment Advisors LLC | 19,305 | $1.43M | $1.75M | $324,842.47 | 22.79% |
Brian Dechow SWAN Capital LLC | 18,332 | $1.28M | $1.66M | $383,138.18 | 29.95% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,331 | $413,197.36 | $483,281.8 | $70,084.44 | 16.96% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 21,706 | $1.56M | $1.97M | $413,357.37 | 26.48% |
Anne Hudick Fee-Only Financial Planning, L.C. | 5,518 | $399,513.11 | $492,591.86 | $93,078.75 | 23.3% |
Bert D. Barre Colonial Trust Co. / SC | 3,558 | $329,125.64 | $318,067.41 | -$11,058.23 | -3.36% |
Daniel Guy Ethos Financial Group LLC | 21,017 | $1.91M | $1.91M | -$771.09 | -0.04% |
Victoria Latham Fiduciary Alliance LLC | 25,295 | $2.15M | $2.29M | $143,158.77 | 6.66% |
Gary Dempsey Leslie Global Wealth LLC | 3,267 | $301,197.1 | $292,233.15 | -$8,963.95 | -2.98% |
Morgan Carter RFP Financial Group LLC | 10,730 | $1.04M | $961,461.65 | -$74,095.49 | -7.16% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,504 | $636,696.67 | $681,100.56 | $44,403.89 | 6.97% |
Loni Adams Daymark Wealth Partners LLC | 39,337 | $2.94M | $3.57M | $631,044.43 | 21.44% |
Brian Matter Creative Capital Management Investments LLC | 26 | $2,488.46 | $2,318.68 | -$169.78 | -6.82% |
Michael Snyder Beaumont Financial Advisors LLC | 8,647 | $622,177.07 | $785,666.42 | $163,489.35 | 26.28% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 7,662 | $540,798.26 | $683,297.16 | $142,498.9 | 26.35% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,988 | $184,500.13 | $268,710.84 | $84,210.71 | 45.64% |
Belena Vincetti Fortis Capital Advisors LLC | 2,754 | $265,593.83 | $249,966.81 | -$15,627.02 | -5.88% |
Jeffrey D. Munjack JDM Financial Group LLC | 100 | $9,018 | $9,075 | $57 | 0.63% |
Marc White Clarendon Private LLC | 5,567 | $509,956.03 | $496,465.06 | -$13,490.97 | -2.65% |