| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 2,125 | $230,990.05 | $327,483.75 | $96,493.7 | 41.77% |
Kevin Zemann WealthPlan Investment Management LLC | 17,478 | $2.06M | $2.69M | $635,488.33 | 30.88% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,019 | $219,088.09 | $315,216.37 | $96,128.28 | 43.88% |
CJ Harrison DecisionPoint Financial LLC | 2 | $292.22 | $308.22 | $16 | 5.48% |
| JG John Ginter Callan Family Office LLC | 2,536 | $321,230.88 | $390,772.24 | $69,541.36 | 21.65% |
Albert Moore First National Advisers LLC | 8,134 | $1.01M | $1.26M | $256,786.45 | 25.52% |
Rachel Faulk Cape Investment Advisory Inc. | 18 | $2,629.98 | $2,773.98 | $144 | 5.48% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 115 | $13,391.75 | $17,790.5 | $4,398.75 | 32.85% |
Mariana Coli Dunhill Financial LLC | 13 | $1,806.63 | $2,003.43 | $196.8 | 10.89% |
Drew Phillips Fortitude Family Office LLC | 117 | $16,448.1 | $18,030.87 | $1,582.77 | 9.62% |
Bert D. Barre Colonial Trust Co. / SC | 49 | $6,716.25 | $7,558.74 | $842.49 | 12.54% |
Brian Matter Creative Capital Management Investments LLC | 21 | $3,068.31 | $3,236.31 | $168 | 5.48% |
Belena Vincetti Fortis Capital Advisors LLC | 8,667 | $1.2M | $1.34M | $134,539.98 | 11.18% |
Jeffrey D. Munjack JDM Financial Group LLC | 19 | $2,604.52 | $2,940.72 | $336.2 | 12.91% |
Sue Oleari Trifecta Capital Advisors LLC | 5 | $730.55 | $771.05 | $40.5 | 5.54% |
Amy Hart Phillips Wealth Planners LLC | 1,555 | $199,879.7 | $242,657.75 | $42,778.05 | 21.4% |
Amy Ardeel Icon Wealth Advisors LLC | 2,049 | $299,379.39 | $316,232.41 | $16,853.02 | 5.63% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 3,802 | $485,193.74 | $588,986.83 | $103,793.09 | 21.39% |
Paul B. Ordonio Park Place Capital Corp. | 45 | $5,961.06 | $6,943.95 | $982.89 | 16.49% |
Kevin Kroskey True Wealth Design LLC | 228 | $26,260.45 | $35,137.08 | $8,876.63 | 33.8% |