| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 725 | $29,105.85 | $29,450.22 | $344.37 | 1.18% |
Marc H. Stone Tyler-Stone Wealth Management | 8,274 | $254,860.14 | $326,823 | $71,962.86 | 28.24% |
Missy Straw Nilsine Partners LLC | 11,810 | $424,809.4 | $464,841.6 | $40,032.2 | 9.42% |
Brian Clay Clay Northam Wealth Management LLC | 37,543 | $1.34M | $1.52M | $184,034.25 | 13.74% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 40,260 | $1.42M | $1.61M | $189,158.56 | 13.29% |
Thomas Mason Mason & Associates Inc. | 74,032 | $2.61M | $2.95M | $339,066.56 | 13.01% |
David T. Morgan High Net Worth Advisory Group LLC | 8,652 | $306,672.75 | $340,802.28 | $34,129.53 | 11.13% |
| DW Darren Woolson Asset Allocation Strategies LLC | 5,591 | $224,451 | $223,919.55 | -$531.45 | -0.24% |
Mark Fiskio Empirical Asset Management LLC | 56,187 | $2.04M | $2.21M | $174,418.01 | 8.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,541 | $1.53M | $2.01M | $487,037.57 | 31.93% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 20 | $704.2 | $784.7 | $80.5 | 11.43% |
Rodrigo Diaz Plan Group Financial LLC | 325,050 | $11.29M | $12.79M | $1.5M | 13.3% |
Jill Grimes Centurion Wealth Management LLC | 34,873 | $1.14M | $1.38M | $240,560.83 | 21.18% |
Brian Dechow SWAN Capital LLC | 139 | $5,580 | $5,455.18 | -$124.82 | -2.24% |
Bert D. Barre Colonial Trust Co. / SC | 1,781 | $64,650.3 | $71,863.35 | $7,213.05 | 11.16% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 6,044 | $242,645 | $242,062.2 | -$582.8 | -0.24% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 25 | $878 | $981.87 | $103.87 | 11.83% |
Gregg Zeoli Empire Financial Management Company LLC | 36,363 | $916,138.91 | $1.46M | $539,024.72 | 58.84% |
| PIL PFG Investments LLC PFG Investments LLC | 21,606 | $764,520.87 | $872,860.79 | $108,339.92 | 14.17% |
| JC Jared Calvert Buck Wealth Strategies LLC | 177 | $7,106 | $7,124.25 | $18.25 | 0.26% |