| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,446 | $554,921.01 | $1.6M | $1.04M | 188.1% |
Alex Nunnamaker Schechter Investment Advisors LLC | 852 | $196,940.25 | $556,875.71 | $359,935.46 | 182.76% |
Bert D. Barre Colonial Trust Co. / SC | 40 | $12,973.56 | $26,854 | $13,880.44 | 106.99% |
Victoria Latham Fiduciary Alliance LLC | 6,642 | $3.86M | $4.34M | $480,383.89 | 12.44% |
Brian Matter Creative Capital Management Investments LLC | 6 | $4,768.74 | $4,041.78 | -$726.96 | -15.24% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 960 | $763,324 | $627,465.59 | -$135,858.41 | -17.8% |
| YG Youse Guia DoubleLine ETF Adviser LP | 826 | $656,497 | $530,077.23 | -$126,419.77 | -19.26% |
Cornell P. Abod Beacon Investment Advisors LLC | 10,022 | $3.26M | $6.43M | $3.17M | 97.35% |
Bree Pate Olisti Co. Wealth LLC | 1,481 | $321,712.59 | $967,996.4 | $646,283.81 | 200.89% |
Amy Ardeel Icon Wealth Advisors LLC | 478 | $217,579.68 | $312,425.58 | $94,845.9 | 43.59% |
Michael Radoff LGT Financial Advisors LLC | 9 | $1,948.25 | $5,775.66 | $3,827.41 | 196.45% |
Ashley Buboltz Moran Wealth Management LLC | 26,979 | $15.97M | $17.63M | $1.66M | 10.41% |
Jeffrey Rosenthal Viawealth LLC | 1,356 | $313,924.7 | $870,199.43 | $556,274.73 | 177.2% |
David Smith Linden Thomas Advisory Services LLC | 3,317 | $1.27M | $2.17M | $896,170 | 70.46% |
Paul B. Ordonio Park Place Capital Corp. | 376 | $158,170.16 | $252,130.56 | $93,960.4 | 59.4% |
Kevin Kroskey True Wealth Design LLC | 59 | $33,511.15 | $38,562.99 | $5,051.84 | 15.08% |
| PIL PFG Investments LLC PFG Investments LLC | 273 | $217,332 | $183,868.23 | -$33,463.77 | -15.4% |
| FGI Foresight Global Investors Inc. Foresight Global Investors Inc. | 517 | $292,270.31 | $347,811.75 | $55,541.44 | 19% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 674 | $535,688 | $440,533.13 | -$95,154.87 | -17.76% |
Jenna Laws Evexia Wealth LLC | 20,164 | $7.79M | $13.56M | $5.77M | 74.15% |