| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,809 | $248,138.66 | $296,602.31 | $48,463.65 | 19.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,418 | $213,281.98 | $250,891.68 | $37,609.7 | 17.63% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 350 | $31,122 | $36,405.25 | $5,283.25 | 16.98% |
CJ Harrison DecisionPoint Financial LLC | 5 | $529.6 | $518.8 | -$10.8 | -2.04% |
| JG John Ginter Callan Family Office LLC | 9,333 | $901,036.75 | $971,471.97 | $70,435.22 | 7.82% |
Rodrigo Diaz Plan Group Financial LLC | 2,394 | $249,886 | $252,806.4 | $2,920.4 | 1.17% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 84,037 | $6.58M | $8.91M | $2.33M | 35.35% |
Rachel Faulk Cape Investment Advisory Inc. | 350 | $39,531.88 | $36,316 | -$3,215.88 | -8.13% |
Mariana Coli Dunhill Financial LLC | 15 | $1,578.11 | $1,556.4 | -$21.71 | -1.38% |
Drew Phillips Fortitude Family Office LLC | 408 | $39,376.62 | $42,334.08 | $2,957.46 | 7.51% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,670 | $322,930.81 | $387,882.3 | $64,951.49 | 20.11% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,302 | $296,266.46 | $348,757.24 | $52,490.78 | 17.72% |
Bert D. Barre Colonial Trust Co. / SC | 166 | $18,621.24 | $17,270.64 | -$1,350.6 | -7.25% |
Brian Matter Creative Capital Management Investments LLC | 2,056 | $147,166.55 | $213,330.56 | $66,164.01 | 44.96% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,242 | $1.24M | $1.17M | -$69,347.3 | -5.61% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,782 | $201,437 | $188,250.48 | -$13,186.52 | -6.55% |
Steve Alexandrowski GEM Asset Management LLC | 5,027 | $447,998.05 | $521,651.79 | $73,653.74 | 16.44% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,025 | $115,866 | $106,354 | -$9,512 | -8.21% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 7,190 | $635,447.69 | $757,365.12 | $121,917.43 | 19.19% |
Scott Highmark Mosaic Family Wealth Partners LLC | 13,682 | $1.16M | $1.45M | $284,830.18 | 24.54% |