| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brook Hart Presilium Private Wealth LLC | 104,402 | $22.08M | $31.08M | $9M | 40.75% |
Mark Mowrey Signature Resources Capital Management LLC | 38 | $10,585.34 | $11,167.63 | $582.29 | 5.5% |
David Hunter Horizons Wealth Management | 195 | $47,704.8 | $58,042.72 | $10,337.92 | 21.67% |
| FIL FWG Investments LLC FWG Investments LLC | 2,074 | $590,072.44 | $617,336.47 | $27,264.03 | 4.62% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 19 | $3,332.22 | $5,656.87 | $2,324.65 | 69.76% |
Mariana Coli Dunhill Financial LLC | 114 | $30,539.71 | $33,941.22 | $3,401.51 | 11.14% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,531 | $370,750.56 | $455,518.43 | $84,767.87 | 22.86% |
Lukas Lindgren Abound Wealth Management | 191 | $49,168.28 | $56,918.95 | $7,750.67 | 15.76% |
Brian Dechow SWAN Capital LLC | 29,164 | $7.85M | $8.68M | $830,737.87 | 10.58% |
Anne Hudick Fee-Only Financial Planning, L.C. | 7,063 | $1.31M | $2.1M | $797,645.03 | 61.11% |
Bert D. Barre Colonial Trust Co. / SC | 7,231 | $1.24M | $2.15M | $907,652.79 | 73.04% |
| VL Victoria Latham Fiduciary Alliance LLC | 800 | $205,880 | $238,184 | $32,304 | 15.69% |
Loni Adams Daymark Wealth Partners LLC | 4,127 | $891,279.1 | $1.23M | $336,028.79 | 37.7% |
Jessica Thayer Unique Wealth LLC | 1,165 | $336,859.72 | $346,855.45 | $9,995.73 | 2.97% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,778 | $434,969.96 | $529,363.94 | $94,393.98 | 21.7% |
Belena Vincetti Fortis Capital Advisors LLC | 6,756 | $1.64M | $2.01M | $369,757.41 | 22.55% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,111 | $216,612.5 | $325,867.41 | $109,254.91 | 50.44% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 4,232 | $1.01M | $1.26M | $248,915.28 | 24.65% |
| SR Scott Register Register Financial Advisors LLC | 6 | $1,377 | $1,804.44 | $427.44 | 31.04% |
Bree Pate Olisti Co. Wealth LLC | 475 | $132,592 | $140,110.75 | $7,518.75 | 5.67% |