| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 33,006 | $5.64M | $7.33M | $1.69M | 29.89% |
Daniel Guy Ethos Financial Group LLC | 2,040 | $433,544.97 | $457,245.6 | $23,700.63 | 5.47% |
Victoria Latham Fiduciary Alliance LLC | 7,930 | $1.61M | $1.78M | $168,802.4 | 10.49% |
Nolan Hoffmeyer Thematics Asset Management | 59,403 | $9.79M | $13.36M | $3.58M | 36.56% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,272 | $864,486.25 | $959,085.36 | $94,599.11 | 10.94% |
Loni Adams Daymark Wealth Partners LLC | 3,695 | $726,863.43 | $834,885.25 | $108,021.82 | 14.86% |
Jessica Thayer Unique Wealth LLC | 7,227 | $1.22M | $1.63M | $406,668.04 | 33.28% |
Stephen Cheifetz Kades & Cheifetz LLC | 2,699 | $425,977.23 | $603,172.52 | $177,195.29 | 41.6% |
Brian Matter Creative Capital Management Investments LLC | 47 | $10,444.61 | $10,536.93 | $92.32 | 0.88% |
Michael Snyder Beaumont Financial Advisors LLC | 3,205 | $561,397.45 | $720,067.35 | $158,669.9 | 28.26% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,103 | $235,104.45 | $248,770.62 | $13,666.17 | 5.81% |
Jeffrey D. Munjack JDM Financial Group LLC | 50 | $10,380 | $11,228 | $848 | 8.17% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,333 | $520,007 | $523,420.21 | $3,413.21 | 0.66% |
Patrick D. Hayes Canopy Partners LLC | 1,695 | $324,798.58 | $380,281.72 | $55,483.14 | 17.08% |
Adam Laibson Mainsail Financial Group LLC | 5,045 | $842,695.9 | $1.12M | $275,780.6 | 32.73% |
Sheryl Stephens Stephens Consulting LLC | 27 | $4,939.54 | $6,050.97 | $1,111.43 | 22.5% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,555 | $333,148.66 | $350,014.95 | $16,866.29 | 5.06% |
Dennis Wallace Fortune Financial Advisors LLC | 1,456 | $259,849.25 | $327,716.48 | $67,867.23 | 26.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,389 | $305,183.84 | $313,844.55 | $8,660.71 | 2.84% |
Sue Oleari Trifecta Capital Advisors LLC | 1,177 | $260,267.82 | $263,753.93 | $3,486.11 | 1.34% |