| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Saltaformaggio Hibernia Wealth Partners LLC | 19,172 | $928,233.61 | $981,893.98 | $53,660.37 | 5.78% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,195 | $296,577 | $415,404.55 | $118,827.55 | 40.07% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,183 | $223,762.77 | $313,662.97 | $89,900.2 | 40.18% |
Bert D. Barre Colonial Trust Co. / SC | 238 | $7,844.48 | $12,204.64 | $4,360.16 | 55.58% |
David Kennon David Kennon Inc | 153,418 | $4.88M | $7.87M | $2.99M | 61.36% |
Victoria Latham Fiduciary Alliance LLC | 135,874 | $4.96M | $6.88M | $1.92M | 38.74% |
Gary Dempsey Leslie Global Wealth LLC | 91,662 | $4.02M | $4.7M | $675,754.69 | 16.81% |
Loni Adams Daymark Wealth Partners LLC | 308,106 | $13.18M | $15.61M | $2.42M | 18.39% |
Brian Matter Creative Capital Management Investments LLC | 1,622 | $83,425.55 | $83,289.7 | -$135.85 | -0.16% |
Erik Brenner Hilltop Partners LLC | 12,338 | $446,306.67 | $629,731.52 | $183,424.85 | 41.1% |
Belena Vincetti Fortis Capital Advisors LLC | 6,600 | $259,841.87 | $335,148 | $75,306.13 | 28.98% |
Jeffrey D. Munjack JDM Financial Group LLC | 337,825 | $13.75M | $17.16M | $3.41M | 24.81% |
Dennis Wallace Fortune Financial Advisors LLC | 4,229 | $218,978 | $215,742.43 | -$3,235.57 | -1.48% |
| BG Becki Goebel TCP Asset Management LLC | 94,872 | $4.45M | $4.83M | $379,962.68 | 8.54% |
| BP Brett Pohl Kingdom Financial Group LLC | 645 | $30,193.07 | $32,675.7 | $2,482.63 | 8.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 42,054 | $1.69M | $2.13M | $440,799.74 | 26.1% |
Kevin Gray Lodestar Private Asset Management LLC | 24,571 | $1.19M | $1.25M | $62,504.14 | 5.26% |
| TT Thaddeus Toal RCS Financial Planning LLC | 5,981 | $280,266.54 | $304,522.61 | $24,256.07 | 8.65% |
Joseph A. Feste KM Capital Management Ltd. | 6,110 | $275,887.29 | $313,412.45 | $37,525.16 | 13.6% |
Crystal McKeon TSA Wealth Managment LLC | 9,648 | $341,641.87 | $494,845.92 | $153,204.05 | 44.84% |