| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 144 | $11,933.89 | $12,480.48 | $546.59 | 4.58% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 373 | $27,054.16 | $32,587.14 | $5,532.98 | 20.45% |
Mariana Coli Dunhill Financial LLC | 2,370 | $189,064.98 | $205,360.5 | $16,295.52 | 8.62% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 6,235 | $480,847.74 | $545,094.87 | $64,247.13 | 13.36% |
Lukas Lindgren Abound Wealth Management | 1,300 | $94,367.05 | $112,658 | $18,290.95 | 19.38% |
Bert D. Barre Colonial Trust Co. / SC | 100 | $6,673 | $8,695 | $2,022 | 30.3% |
David Kennon David Kennon Inc | 39,644 | $3.29M | $3.45M | $161,302.9 | 4.9% |
Daniel Guy Ethos Financial Group LLC | 32,847 | $2.68M | $2.87M | $184,926.71 | 6.89% |
Victoria Latham Fiduciary Alliance LLC | 5,497 | $445,278.24 | $479,888.1 | $34,609.86 | 7.77% |
Loni Adams Daymark Wealth Partners LLC | 3,034 | $252,057 | $265,247.45 | $13,190.45 | 5.23% |
Brian Matter Creative Capital Management Investments LLC | 1,014 | $81,714.28 | $87,863.1 | $6,148.82 | 7.52% |
Michael Snyder Beaumont Financial Advisors LLC | 24,621 | $1.83M | $2.15M | $325,307.39 | 17.8% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 7,251 | $444,083.5 | $634,535.01 | $190,451.51 | 42.89% |
Christopher Casanega Sharper & Granite LLC | 90,334 | $6.78M | $7.83M | $1.04M | 15.39% |
Jeffrey D. Munjack JDM Financial Group LLC | 84 | $6,262.2 | $7,343.28 | $1,081.08 | 17.26% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,764 | $370,068.42 | $416,611.8 | $46,543.38 | 12.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 19 | $1,578 | $1,661.55 | $83.55 | 5.29% |
Scott Register Register Financial Advisors LLC | 195 | $14,355.17 | $17,053.72 | $2,698.55 | 18.8% |
Bree Pate Olisti Co. Wealth LLC | 49 | $3,847.29 | $4,284.56 | $437.27 | 11.37% |
John J. Edwards Breed's Hi LLCapital LLC | 10,659 | $767,768 | $936,126.67 | $168,358.67 | 21.93% |