| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John DeMarco Trajan Wealth LLC | 7,053 | $582,930.94 | $746,912.7 | $163,981.76 | 28.13% |
Adam Schwallier Schwallier Wealth Management LLC | 3,157 | $288,948.98 | $336,536.2 | $47,587.22 | 16.47% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,373 | $216,542.25 | $252,961.8 | $36,419.55 | 16.82% |
Mariana Coli Dunhill Financial LLC | 935 | $68,455.5 | $97,211.95 | $28,756.45 | 42.01% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 76 | $6,801.02 | $7,740.6 | $939.58 | 13.82% |
Bert D. Barre Colonial Trust Co. / SC | 426 | $27,408.84 | $44,137.86 | $16,729.02 | 61.04% |
Loni Adams Daymark Wealth Partners LLC | 9,884 | $1.07M | $1.01M | -$59,007.6 | -5.54% |
Stephen Cheifetz Kades & Cheifetz LLC | 14,657 | $1.06M | $1.49M | $433,205.32 | 40.88% |
Nolan Langford Left Brain Wealth Management LLC | 6,425 | $692,744 | $654,386.25 | -$38,357.75 | -5.54% |
Parker Johnson Cooper Capital Advisors LLC | 62,491 | $6.74M | $6.36M | -$373,100.65 | -5.54% |
| BP Brett Pohl Kingdom Financial Group LLC | 339 | $31,788.4 | $35,245.83 | $3,457.43 | 10.88% |
Sue Oleari Trifecta Capital Advisors LLC | 6,835 | $461,513.77 | $696,144.75 | $234,630.98 | 50.84% |
Jeffrey Hanson Breakwater Capital Group | 3,210 | $231,453.87 | $326,938.5 | $95,484.63 | 41.25% |
John Canning Mi LLCreek Capital Advisors LLC | 3,957 | $254,683.24 | $403,020.45 | $148,337.21 | 58.24% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,018 | $559,132.13 | $612,933.3 | $53,801.17 | 9.62% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,064 | $456,199.81 | $719,468.4 | $263,268.59 | 57.71% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,356 | $746,460.07 | $851,058.6 | $104,598.53 | 14.01% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,067 | $97,645.84 | $108,673.95 | $11,028.11 | 11.29% |
Jill Batley Gateway Wealth Partners LLC | 6,932 | $634,412 | $706,024.2 | $71,612.2 | 11.29% |
| PIL PFG Investments LLC PFG Investments LLC | 1,935 | $177,078.88 | $197,079.75 | $20,000.87 | 11.29% |