| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 16,737 | $563,114.92 | $642,366.06 | $79,251.14 | 14.07% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 189,752 | $6.38M | $7.06M | $684,856.01 | 10.74% |
Rachel Faulk Cape Investment Advisory Inc. | 3,155 | $119,764 | $117,460.65 | -$2,303.35 | -1.92% |
Mariana Coli Dunhill Financial LLC | 144 | $5,466 | $5,528.16 | $62.16 | 1.14% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 14,146 | $435,223.56 | $526,655.58 | $91,432.02 | 21.01% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 49,991 | $1.72M | $1.86M | $140,145.53 | 8.14% |
Bert D. Barre Colonial Trust Co. / SC | 6,211 | $235,769.56 | $238,129.74 | $2,360.18 | 1% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 36,344 | $1.16M | $1.35M | $195,910.41 | 16.93% |
Robert B. LaRue Owen LaRue LLC | 15,069 | $471,208.05 | $561,018.87 | $89,810.82 | 19.06% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,368 | $241,734 | $237,080.64 | -$4,653.36 | -1.92% |
Jill Batley Gateway Wealth Partners LLC | 350,388 | $12.02M | $13.04M | $1.03M | 8.53% |
| PIL PFG Investments LLC PFG Investments LLC | 8,838 | $306,638.63 | $329,038.74 | $22,400.11 | 7.31% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 41,277 | $1.46M | $1.54M | $80,789.39 | 5.55% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 10,706 | $372,751.33 | $410,468.04 | $37,716.71 | 10.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,045 | $939,806.61 | $1.01M | $67,078.74 | 7.14% |
Annmarie Young KPP Advisory Services LLC | 20,981 | $727,566.3 | $781,122.63 | $53,556.33 | 7.36% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 19,191 | $646,073.12 | $714,480.93 | $68,407.81 | 10.59% |
John Hayes LongView Wealth Management | 276,470 | $9.15M | $10.29M | $1.15M | 12.53% |
Elliot Kallen Prosperity Wealth Management, Inc. | 7,353 | $259,781 | $273,752.19 | $13,971.19 | 5.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 60,085 | $2.22M | $2.24M | $21,480.02 | 0.97% |