| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 472 | $82,486.1 | $167,885.68 | $85,399.58 | 103.53% |
Daniel Guy Ethos Financial Group LLC | 2,000 | $629,581.11 | $703,330 | $73,748.89 | 11.71% |
Richard S. Levenson Western Financial Corp./CA | 2,146 | $612,253.88 | $759,276.26 | $147,022.38 | 24.01% |
Christopher D. Rich EnRich Financial Partners LLC | 4,757 | $1.04M | $1.69M | $651,560.04 | 62.79% |
Mark Meredith Meredith Wealth Planning | 636 | $218,727 | $225,500.16 | $6,773.16 | 3.1% |
Kellie Borror Daner Wealth Management LLC | 41,989 | $11.71M | $14.92M | $3.21M | 27.42% |
Loni Adams Daymark Wealth Partners LLC | 26,574 | $7.92M | $9.34M | $1.42M | 18% |
Brian Matter Creative Capital Management Investments LLC | 16 | $3,993.92 | $5,694.24 | $1,700.32 | 42.57% |
Michael Snyder Beaumont Financial Advisors LLC | 12,072 | $2.32M | $4.26M | $1.94M | 83.86% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,892 | $415,094.94 | $672,483.02 | $257,388.08 | 62.01% |
Holly Skipper Verum Partners LLC | 805 | $167,149.29 | $285,654.25 | $118,504.96 | 70.9% |
Belena Vincetti Fortis Capital Advisors LLC | 2,320 | $602,489.13 | $818,623.6 | $216,134.47 | 35.87% |
Jeffrey D. Munjack JDM Financial Group LLC | 241 | $42,398.93 | $85,173.01 | $42,774.08 | 100.88% |
Sheryl Stephens Stephens Consulting LLC | 1,516 | $414,021.31 | $533,359.12 | $119,337.81 | 28.82% |
| BG Becki Goebel TCP Asset Management LLC | 1,045 | $250,507.85 | $370,515.2 | $120,007.35 | 47.91% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,100 | $263,736 | $387,068 | $123,332 | 46.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 437 | $150,303 | $153,616.42 | $3,313.42 | 2.2% |
Stephen Smith Kestra Investment Management LLC | 591 | $203,106 | $208,640.73 | $5,534.73 | 2.73% |
Bree Pate Olisti Co. Wealth LLC | 5,349 | $950,877.71 | $1.89M | $938,255.36 | 98.67% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 8,280 | $2.85M | $2.91M | $64,211.2 | 2.25% |