| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 3,157 | $106,265.28 | $121,228.8 | $14,963.52 | 14.08% |
Stephen Cheifetz Kades & Cheifetz LLC | 158,726 | $4.83M | $6.1M | $1.27M | 26.21% |
Erik Brenner Hilltop Partners LLC | 6,024 | $173,430.71 | $233,430 | $59,999.29 | 34.6% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 6,796 | $128,067.52 | $262,665.4 | $134,597.88 | 105.1% |
Christopher Casanega Sharper & Granite LLC | 12,860 | $369,757.08 | $494,274.1 | $124,517.02 | 33.68% |
Scott Register Register Financial Advisors LLC | 90 | $3,661 | $3,456.9 | -$204.1 | -5.57% |
David Bach River Street Advisors LLC | 4,734 | $192,580 | $183,347.82 | -$9,232.18 | -4.79% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,551 | $55,783.79 | $59,480.85 | $3,697.06 | 6.63% |
Sean O'Reilly Ffg Retirement Advisors LLC | 52,981 | $1.74M | $2.03M | $292,539.22 | 16.79% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 26,420 | $757,279.95 | $1.02M | $265,041.95 | 35% |
Andrew Brady Brady Family Wealth LLC | 10,174 | $289,877.52 | $390,783.34 | $100,905.82 | 34.81% |
| PIL PFG Investments LLC PFG Investments LLC | 8,379 | $245,529.47 | $321,418.44 | $75,888.97 | 30.91% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,905 | $441,812.92 | $498,584.67 | $56,771.75 | 12.85% |
John Shanley Aspect Partners, LLC | 1,262 | $40,731.61 | $48,549.14 | $7,817.53 | 19.19% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,462 | $272,412.68 | $364,476.24 | $92,063.56 | 33.8% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,234 | $208,266.87 | $277,460.07 | $69,193.2 | 33.22% |
Alisha Arvold Christopher J. Hasenberg, Inc | 58 | $1,842 | $2,240.83 | $398.83 | 21.65% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 7,099 | $227,839.45 | $275,476.69 | $47,637.24 | 20.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 53,896 | $1.99M | $2.05M | $59,319.77 | 2.98% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 54,670 | $1.75M | $2.1M | $347,508.82 | 19.83% |