| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 60,108 | $1.86M | $2.23M | $366,150.92 | 19.65% |
Jeffrey Gilbert Balboa Wealth Partners | 16,737 | $563,114.92 | $616,674.76 | $53,559.84 | 9.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 189,752 | $6.38M | $7.02M | $640,264.29 | 10.04% |
Rachel Faulk Cape Investment Advisory Inc. | 11,161 | $413,989.7 | $413,961.49 | -$28.21 | -0.01% |
Mariana Coli Dunhill Financial LLC | 144 | $5,466 | $5,340.96 | -$125.04 | -2.29% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,390 | $413,215.91 | $493,622.35 | $80,406.44 | 19.46% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 49,991 | $1.72M | $1.86M | $134,896.47 | 7.84% |
Bert D. Barre Colonial Trust Co. / SC | 6,211 | $235,769.56 | $230,055.44 | -$5,714.12 | -2.42% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 16,232 | $532,691.3 | $597,662.24 | $64,970.94 | 12.2% |
Robert B. LaRue Owen LaRue LLC | 15,069 | $471,208.05 | $559,361.28 | $88,153.23 | 18.71% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,752 | $439,606.54 | $433,590.04 | -$6,016.5 | -1.37% |
Jill Batley Gateway Wealth Partners LLC | 259,076 | $8.91M | $9.54M | $620,493.73 | 6.96% |
| PIL PFG Investments LLC PFG Investments LLC | 8,838 | $306,638.63 | $327,624.66 | $20,986.03 | 6.84% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 40,690 | $1.44M | $1.5M | $66,042.95 | 4.6% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 10,706 | $372,751.33 | $397,567.31 | $24,815.98 | 6.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,045 | $939,806.61 | $1M | $60,723.16 | 6.46% |
Annmarie Young KPP Advisory Services LLC | 20,981 | $727,566.3 | $774,303.8 | $46,737.5 | 6.42% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 19,191 | $646,073.12 | $711,698.23 | $65,625.11 | 10.16% |
John Hayes LongView Wealth Management | 276,470 | $9.15M | $10.24M | $1.09M | 11.95% |
Elliot Kallen Prosperity Wealth Management, Inc. | 7,353 | $259,781 | $271,730.11 | $11,949.11 | 4.6% |