| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 585 | $31,362 | $33,309.9 | $1,947.9 | 6.21% |
Rachel Faulk Cape Investment Advisory Inc. | 1,966 | $79,361.1 | $111,944.04 | $32,582.94 | 41.06% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,452 | $46,681.8 | $84,099.84 | $37,418.04 | 80.16% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 12,986 | $694,101.7 | $739,422.84 | $45,321.14 | 6.53% |
Mariana Coli Dunhill Financial LLC | 3,671 | $183,140.35 | $211,523.02 | $28,382.67 | 15.5% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 10,245 | $361,635.83 | $583,350.3 | $221,714.47 | 61.31% |
Lukas Lindgren Abound Wealth Management | 225 | $11,108.74 | $12,811.5 | $1,702.76 | 15.33% |
Matthew Zienty Cardinal Point Capital Management ULC | 20,721 | $1.02M | $1.18M | $156,834.35 | 15.33% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,038 | $295,909.45 | $343,803.72 | $47,894.27 | 16.19% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 32,955 | $1.73M | $1.88M | $149,825.85 | 8.68% |
Bert D. Barre Colonial Trust Co. / SC | 1,600 | $83,792 | $92,496 | $8,704 | 10.39% |
Daniel Guy Ethos Financial Group LLC | 55,891 | $3.04M | $3.18M | $146,958 | 4.84% |
Victoria Latham Fiduciary Alliance LLC | 11,149 | $570,561.62 | $634,824.06 | $64,262.44 | 11.26% |
Loni Adams Daymark Wealth Partners LLC | 17,683 | $815,270.72 | $1.01M | $191,599.3 | 23.5% |
Brian Matter Creative Capital Management Investments LLC | 11,688 | $624,739.14 | $665,514.72 | $40,775.58 | 6.53% |
Michael Snyder Beaumont Financial Advisors LLC | 16,917 | $885,946.36 | $963,253.98 | $77,307.62 | 8.73% |
Christopher Casanega Sharper & Granite LLC | 159,643 | $7.47M | $9.09M | $1.62M | 21.76% |
Belena Vincetti Fortis Capital Advisors LLC | 12,499 | $628,382.16 | $711,693.06 | $83,310.9 | 13.26% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,141 | $281,569.73 | $292,728.54 | $11,158.81 | 3.96% |
Lucas Mosher SP Asset Management LLC | 25,544 | $878,087.99 | $1.45M | $576,387.37 | 65.64% |