| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,452 | $46,681.8 | $80,774.76 | $34,092.96 | 73.03% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 12,986 | $694,101.7 | $726,956.28 | $32,854.58 | 4.73% |
Mariana Coli Dunhill Financial LLC | 3,671 | $183,140.35 | $205,704.48 | $22,564.13 | 12.32% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 9,886 | $349,357.76 | $549,859.32 | $200,501.56 | 57.39% |
Lukas Lindgren Abound Wealth Management | 225 | $11,108.74 | $12,606.75 | $1,498.01 | 13.48% |
Matthew Zienty Cardinal Point Capital Management ULC | 20,721 | $1.02M | $1.16M | $137,356.61 | 13.43% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,655 | $278,551.42 | $314,729.02 | $36,177.6 | 12.99% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 32,955 | $1.73M | $1.85M | $120,990.22 | 7.01% |
Bert D. Barre Colonial Trust Co. / SC | 1,600 | $83,792 | $89,440 | $5,648 | 6.74% |
Daniel Guy Ethos Financial Group LLC | 55,891 | $3.04M | $3.11M | $77,653.16 | 2.56% |
Victoria Latham Fiduciary Alliance LLC | 9,595 | $489,178.06 | $534,441.5 | $45,263.44 | 9.25% |
Loni Adams Daymark Wealth Partners LLC | 17,683 | $815,270.72 | $983,086.38 | $167,815.66 | 20.58% |
Brian Matter Creative Capital Management Investments LLC | 11,688 | $624,739.14 | $654,995.52 | $30,256.38 | 4.84% |
Michael Snyder Beaumont Financial Advisors LLC | 14,918 | $781,258.37 | $835,557.18 | $54,298.81 | 6.95% |
Christopher Casanega Sharper & Granite LLC | 159,643 | $7.47M | $8.94M | $1.47M | 19.71% |
Belena Vincetti Fortis Capital Advisors LLC | 12,499 | $628,382.16 | $700,068.99 | $71,686.83 | 11.41% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,141 | $281,569.73 | $287,356.19 | $5,786.46 | 2.06% |
Lucas Mosher SP Asset Management LLC | 25,828 | $893,313.46 | $1.45M | $554,991.64 | 62.13% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,963 | $215,842.61 | $220,322.98 | $4,480.37 | 2.08% |
Stephen Smith Kestra Investment Management LLC | 8,504 | $455,916 | $474,268.08 | $18,352.08 | 4.03% |