| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 7,481 | $495,103.22 | $737,402.17 | $242,298.95 | 48.94% |
W. Travis McKinney HB Wealth Management LLC | 17,679 | $1M | $1.74M | $738,768.81 | 73.59% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 19,569 | $1.41M | $1.99M | $574,484.43 | 40.66% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,190 | $210,940.8 | $215,868.3 | $4,927.5 | 2.34% |
David T. Morgan High Net Worth Advisory Group LLC | 9,240 | $610,209.6 | $910,786.8 | $300,577.2 | 49.26% |
Mark Fiskio Empirical Asset Management LLC | 5,506 | $433,776.78 | $554,233.96 | $120,457.18 | 27.77% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,962 | $395,817.2 | $587,674.34 | $191,857.14 | 48.47% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,778 | $2.08M | $3.03M | $954,733.81 | 45.92% |
Kevin Zemann WealthPlan Investment Management LLC | 21,014 | $1.91M | $2.07M | $166,027.58 | 8.71% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,408 | $197,793.12 | $237,356.56 | $39,563.44 | 20% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 636 | $40,449.74 | $62,690.52 | $22,240.78 | 54.98% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,534 | $201,212.72 | $257,353.04 | $56,140.32 | 27.9% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 17 | $1,105.68 | $1,719.89 | $614.21 | 55.55% |
Mariana Coli Dunhill Financial LLC | 293 | $25,500 | $29,493.38 | $3,993.38 | 15.66% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 772 | $67,998 | $76,096.04 | $8,098.04 | 11.91% |
Bert D. Barre Colonial Trust Co. / SC | 164 | $10,159.8 | $16,536.12 | $6,376.32 | 62.76% |
Loni Adams Daymark Wealth Partners LLC | 12,150 | $1.06M | $1.2M | $133,424.01 | 12.54% |
Erik Brenner Hilltop Partners LLC | 10,686 | $679,630 | $1.07M | $392,496.38 | 57.75% |
Steve Alexandrowski GEM Asset Management LLC | 2,285 | $204,119 | $225,232.45 | $21,113.45 | 10.34% |
Salvatore Cocivera Cora Capital Advisors LLC | 4,964 | $307,519.66 | $489,301.48 | $181,781.82 | 59.11% |