| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 82 | $14,659.56 | $16,839.93 | $2,180.37 | 14.87% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,090 | $200,891.84 | $224,185.75 | $23,293.91 | 11.6% |
Rachel Faulk Cape Investment Advisory Inc. | 88 | $17,358.81 | $18,061.12 | $702.31 | 4.05% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 33 | $4,274.16 | $6,778.36 | $2,504.2 | 58.59% |
Mariana Coli Dunhill Financial LLC | 134 | $24,693 | $27,502.16 | $2,809.16 | 11.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,577 | $218,676.8 | $323,986.76 | $105,309.96 | 48.16% |
Lukas Lindgren Abound Wealth Management | 286 | $49,251.17 | $58,607.12 | $9,355.95 | 19% |
Drew Phillips Fortitude Family Office LLC | 12,300 | $2.15M | $2.52M | $377,118 | 17.56% |
Scott Crane Crane Advisory LLC | 2,213 | $336,486.58 | $452,890.45 | $116,403.87 | 34.59% |
Brian Dechow SWAN Capital LLC | 33,960 | $5.57M | $6.98M | $1.41M | 25.21% |
Anne Hudick Fee-Only Financial Planning, L.C. | 22,542 | $3.06M | $4.61M | $1.55M | 50.66% |
Bert D. Barre Colonial Trust Co. / SC | 4,518 | $562,156.86 | $926,415.9 | $364,259.04 | 64.8% |
Daniel Guy Ethos Financial Group LLC | 1,764 | $291,632 | $361,928.7 | $70,296.7 | 24.1% |
Mark Meredith Meredith Wealth Planning | 1,198 | $197,022.74 | $247,183.34 | $50,160.6 | 25.46% |
Loni Adams Daymark Wealth Partners LLC | 3,159 | $588,571.4 | $649,000.75 | $60,429.35 | 10.27% |
Jessica Thayer Unique Wealth LLC | 3,354 | $662,750 | $692,819.01 | $30,069.01 | 4.54% |
Brian Matter Creative Capital Management Investments LLC | 55 | $10,868 | $11,288.2 | $420.2 | 3.87% |
Michael Snyder Beaumont Financial Advisors LLC | 2,214 | $299,421.65 | $455,043.42 | $155,621.77 | 51.97% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,687 | $310,880.36 | $347,766.61 | $36,886.25 | 11.87% |
Holly Skipper Verum Partners LLC | 1,825 | $246,813 | $376,981.12 | $130,168.12 | 52.74% |