| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 8,788 | $409,413.65 | $493,709.84 | $84,296.19 | 20.59% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,452 | $46,681.8 | $82,386.48 | $35,704.68 | 76.49% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 12,986 | $694,101.7 | $730,592.36 | $36,490.66 | 5.26% |
Mariana Coli Dunhill Financial LLC | 4,112 | $204,453.88 | $233,314.88 | $28,861 | 14.12% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 10,316 | $364,064.08 | $584,607.72 | $220,543.64 | 60.58% |
Lukas Lindgren Abound Wealth Management | 309 | $15,458.51 | $17,483.22 | $2,024.71 | 13.1% |
Matthew Zienty Cardinal Point Capital Management ULC | 20,887 | $1.03M | $1.18M | $144,305.36 | 13.99% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,676 | $222,895.15 | $265,316.24 | $42,421.09 | 19.03% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 33,141 | $1.74M | $1.88M | $144,379.08 | 8.31% |
Bert D. Barre Colonial Trust Co. / SC | 4,600 | $218,477.08 | $261,096 | $42,618.92 | 19.51% |
Daniel Guy Ethos Financial Group LLC | 55,891 | $3.04M | $3.17M | $135,779.8 | 4.47% |
| VL Victoria Latham Fiduciary Alliance LLC | 11,563 | $592,242.95 | $656,084.62 | $63,841.67 | 10.78% |
Loni Adams Daymark Wealth Partners LLC | 17,213 | $790,074.12 | $977,009.88 | $186,935.76 | 23.66% |
Brian Matter Creative Capital Management Investments LLC | 37 | $1,993.19 | $2,099.38 | $106.19 | 5.33% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 16,917 | $885,946.36 | $960,208.92 | $74,262.56 | 8.38% |
Christopher Casanega Sharper & Granite LLC | 159,643 | $7.47M | $9.06M | $1.59M | 21.35% |
Belena Vincetti Fortis Capital Advisors LLC | 11,724 | $586,834.43 | $665,454.24 | $78,619.81 | 13.4% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,141 | $281,569.73 | $289,232.66 | $7,662.93 | 2.72% |
| PDH Patrick D. Hayes Canopy Partners LLC | 4,311 | $208,350.94 | $244,692.36 | $36,341.42 | 17.44% |
Lucas Mosher SP Asset Management LLC | 25,544 | $878,087.99 | $1.45M | $571,789.45 | 65.12% |