| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 189 | $1,913.24 | $4,861.08 | $2,947.84 | 154.08% |
| QS Quentin Stoker Gallacher Capital Management LLC | 29,219 | $221,966.59 | $748,298.59 | $526,332 | 237.12% |
Sue Oleari Trifecta Capital Advisors LLC | 69 | $1,730 | $1,774.68 | $44.68 | 2.58% |
Kevin Kroskey True Wealth Design LLC | 1,510 | $31,022.22 | $39,546.9 | $8,524.68 | 27.48% |
Jill Batley Gateway Wealth Partners LLC | 19,956 | $432,245.1 | $512,470.08 | $80,224.98 | 18.56% |
Beth Zilka Baron Wealth Management LLC | 24,421 | $233,381.2 | $627,131.28 | $393,750.08 | 168.72% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 15,040 | $143,840.04 | $386,227.2 | $242,387.16 | 168.51% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 573 | $14,360 | $14,734.69 | $374.69 | 2.61% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,604 | $200,559.19 | $220,864.68 | $20,305.49 | 10.12% |
Staci Compagno Portside Wealth Group, LLC | 21,843 | $319,187.92 | $560,709.81 | $241,521.89 | 75.67% |
Courtney Holt Compound Planning, Inc. | 122,480 | $1.76M | $3.14M | $1.38M | 78.17% |
Nemes Rush Group LLC Nemes Rush Group LLC | 233 | $5,431 | $5,992.76 | $561.76 | 10.34% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 578 | $7,873 | $14,863.27 | $6,990.27 | 88.79% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 12,511 | $126,951.15 | $321,282.48 | $194,331.33 | 153.08% |
Thomas Dobbins New Republic Capital, LLC | 15,820 | $363,832.11 | $406,257.6 | $42,425.49 | 11.66% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,552 | $29,876.05 | $39,878.64 | $10,002.59 | 33.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 84,079 | $1.11M | $2.16M | $1.05M | 94.02% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 609,469 | $7.73M | $15.62M | $7.89M | 102.16% |
NICOLE MARTIN Arlington Trust Co LLC | 474 | $10,267 | $12,184.17 | $1,917.17 | 18.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 22,075 | $259,521.25 | $566,665.25 | $307,144 | 118.35% |