| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Desaree Tatum Heritage Wealth Management Inc. | 5,424 | $435,569.77 | $482,139.36 | $46,569.59 | 10.69% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 84 | $6,784.68 | $7,785.96 | $1,001.28 | 14.76% |
Mariana Coli Dunhill Financial LLC | 326 | $23,226.31 | $29,871.38 | $6,645.07 | 28.61% |
Drew Phillips Fortitude Family Office LLC | 198 | $15,653.59 | $17,600.22 | $1,946.63 | 12.44% |
Matthew Zienty Cardinal Point Capital Management ULC | 10,572 | $764,864.18 | $939,745.08 | $174,880.9 | 22.86% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,792 | $297,133.36 | $337,070.88 | $39,937.52 | 13.44% |
Brian Dechow SWAN Capital LLC | 10 | $792.5 | $926.9 | $134.4 | 16.96% |
Bert D. Barre Colonial Trust Co. / SC | 500 | $38,470 | $45,255 | $6,785 | 17.64% |
Gary Dempsey Leslie Global Wealth LLC | 4,157 | $309,410.4 | $369,515.73 | $60,105.33 | 19.43% |
Loni Adams Daymark Wealth Partners LLC | 3,794 | $303,834.09 | $337,248.66 | $33,414.57 | 11% |
Brian Matter Creative Capital Management Investments LLC | 24 | $2,079.6 | $2,133.36 | $53.76 | 2.59% |
Sheryl Stephens Stephens Consulting LLC | 25 | $1,841 | $2,222.25 | $381.25 | 20.71% |
Dennis Wallace Fortune Financial Advisors LLC | 13,792 | $1.1M | $1.23M | $128,264.54 | 11.68% |
Bree Pate Olisti Co. Wealth LLC | 43 | $3,170 | $3,822.27 | $652.27 | 20.58% |
| PL Phong Liao Forge First Asset Management Inc. | 54,411 | $4.31M | $4.84M | $527,743.44 | 12.25% |
Amy Ardeel Icon Wealth Advisors LLC | 5,429 | $442,223.15 | $482,583.81 | $40,360.66 | 9.13% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 8,283 | $679,057.11 | $736,275.87 | $57,218.76 | 8.43% |
Jesse Ellington Dover Advisors LLC | 9,161 | $727,149.14 | $839,422.43 | $112,273.29 | 15.44% |
Paul L. Moffat Arista Wealth Management LLC | 4,540 | $359,886 | $403,560.6 | $43,674.6 | 12.14% |
Jeffrey Rosenthal Viawealth LLC | 5,921 | $459,930.55 | $535,909.71 | $75,979.16 | 16.52% |