| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 17,911 | $1.37M | $1.81M | $448,009.09 | 32.8% |
Bert D. Barre Colonial Trust Co. / SC | 8,627 | $790,242.57 | $875,511.09 | $85,268.52 | 10.79% |
Victoria Latham Fiduciary Alliance LLC | 2,476 | $227,059.4 | $250,001.72 | $22,942.32 | 10.1% |
Loni Adams Daymark Wealth Partners LLC | 3,436 | $323,948.13 | $347,706.02 | $23,757.89 | 7.33% |
Brian Matter Creative Capital Management Investments LLC | 6 | $532.74 | $609.42 | $76.68 | 14.39% |
Michael Snyder Beaumont Financial Advisors LLC | 3,782 | $286,788.02 | $382,814.04 | $96,026.02 | 33.48% |
Erik Brenner Hilltop Partners LLC | 21,138 | $1.52M | $2.15M | $624,458.91 | 40.97% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,087 | $462,611.62 | $515,770.93 | $53,159.31 | 11.49% |
Jeffrey D. Munjack JDM Financial Group LLC | 435 | $32,436.78 | $44,035.05 | $11,598.27 | 35.76% |
Sheryl Stephens Stephens Consulting LLC | 1,348 | $106,039.69 | $136,107.56 | $30,067.87 | 28.36% |
Dennis Wallace Fortune Financial Advisors LLC | 126,013 | $9.57M | $12.8M | $3.23M | 33.77% |
| BP Brett Pohl Kingdom Financial Group LLC | 745 | $70,157.47 | $75,390.27 | $5,232.8 | 7.46% |
Stephen Smith Kestra Investment Management LLC | 2,568 | $247,710 | $259,419.36 | $11,709.36 | 4.73% |
Amy Hart Phillips Wealth Planners LLC | 3,491 | $259,568.45 | $354,057.22 | $94,488.77 | 36.4% |
Scott Register Register Financial Advisors LLC | 3,771 | $284,451.94 | $381,455.5 | $97,003.56 | 34.1% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 41,734 | $3.45M | $4.21M | $762,187.11 | 22.08% |
Kevin Gray Lodestar Private Asset Management LLC | 21,960 | $1.59M | $2.23M | $637,232.87 | 40.1% |
Amy Ardeel Icon Wealth Advisors LLC | 31,310 | $2.77M | $3.17M | $398,801.99 | 14.41% |
Steve Alexandrowski GEM Asset Management LLC | 6,194 | $455,578.19 | $629,124.58 | $173,546.39 | 38.09% |
Crystal McKeon TSA Wealth Managment LLC | 3,444 | $296,760.27 | $349,807.08 | $53,046.81 | 17.88% |