| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 2,190 | $210,940.8 | $215,090.85 | $4,150.05 | 1.97% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 10,840 | $715,873.6 | $1.06M | $348,777 | 48.72% |
Mark Fiskio Empirical Asset Management LLC | 5,506 | $433,776.78 | $540,771.79 | $106,995.01 | 24.67% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,933 | $393,023.92 | $582,709.59 | $189,685.67 | 48.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,778 | $2.08M | $3.03M | $948,424.32 | 45.62% |
Kevin Zemann WealthPlan Investment Management LLC | 15,092 | $1.33M | $1.48M | $148,854.62 | 11.15% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 2,408 | $197,793.12 | $236,742.52 | $38,949.4 | 19.69% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 636 | $40,449.74 | $62,502.9 | $22,053.16 | 54.52% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,531 | $200,923.71 | $248,898.54 | $47,974.83 | 23.88% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 17 | $1,105.68 | $1,672.2 | $566.52 | 51.24% |
Mariana Coli Dunhill Financial LLC | 293 | $25,500 | $28,820.94 | $3,320.94 | 13.02% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 772 | $67,998 | $75,941.64 | $7,943.64 | 11.68% |
Lukas Lindgren Abound Wealth Management | 2,625 | $234,492 | $256,790.62 | $22,298.62 | 9.51% |
Bert D. Barre Colonial Trust Co. / SC | 164 | $10,159.8 | $16,150.72 | $5,990.92 | 58.97% |
Loni Adams Daymark Wealth Partners LLC | 3,690 | $249,334.29 | $363,391.2 | $114,056.91 | 45.74% |
| EB Erik Brenner Hilltop Partners LLC | 10,686 | $679,630 | $1.05M | $371,498.39 | 54.66% |
| SA Steve Alexandrowski GEM Asset Management LLC | 2,285 | $204,119 | $225,026.8 | $20,907.8 | 10.24% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,878 | $167,762 | $184,936.05 | $17,174.05 | 10.24% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 4,964 | $307,519.66 | $488,829.9 | $181,310.24 | 58.96% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 8,529 | $570,593.27 | $839,893.27 | $269,300 | 47.2% |