| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 38,128 | $3.49M | $3.64M | $141,233.08 | 4.04% |
Dalila Toledo Ascent Group LLC | 2,793 | $252,766.5 | $265,600.33 | $12,833.83 | 5.08% |
| EM Erin Mccann Simplicity Wealth LLC | 21,857 | $1.99M | $2.11M | $117,407.43 | 5.91% |
Robert Glass AlphaCentric Advisors LLC | 4,579 | $329,252.6 | $437,683.71 | $108,431.11 | 32.93% |
Dan Mohr Retireful LLC | 7,531 | $682,973.34 | $725,385.92 | $42,412.58 | 6.21% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 35,612 | $2.75M | $3.46M | $705,943.3 | 25.67% |
Jim Clark Worth Asset Management LLC | 14,317 | $1.54M | $1.42M | -$116,558.87 | -7.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 39,449 | $3.07M | $3.83M | $757,420.8 | 24.65% |
Edward Lowndes Angeles Wealth Management LLC | 28 | $3,018.96 | $2,667.84 | -$351.12 | -11.63% |
John DeMarco Trajan Wealth LLC | 7,053 | $582,930.94 | $677,828.56 | $94,897.62 | 16.28% |
Adam Schwallier Schwallier Wealth Management LLC | 3,157 | $288,948.98 | $304,176.95 | $15,227.97 | 5.27% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,373 | $216,542.25 | $227,570.7 | $11,028.45 | 5.09% |
Mariana Coli Dunhill Financial LLC | 935 | $68,455.5 | $90,779.15 | $22,323.65 | 32.61% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 76 | $6,801.02 | $7,220 | $418.98 | 6.16% |
Bert D. Barre Colonial Trust Co. / SC | 426 | $27,408.84 | $41,132.43 | $13,723.59 | 50.07% |
Loni Adams Daymark Wealth Partners LLC | 9,884 | $1.07M | $939,918.98 | -$125,774.02 | -11.8% |
Stephen Cheifetz Kades & Cheifetz LLC | 14,657 | $1.06M | $1.42M | $360,653.17 | 34.04% |
Nolan Langford Left Brain Wealth Management LLC | 6,425 | $692,744 | $622,068.5 | -$70,675.5 | -10.2% |
Parker Johnson Cooper Capital Advisors LLC | 62,491 | $6.74M | $5.94M | -$800,539.09 | -11.88% |
| BP Brett Pohl Kingdom Financial Group LLC | 339 | $31,788.4 | $32,237.2 | $448.8 | 1.41% |