| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 164 | $10,159.8 | $16,386.88 | $6,227.08 | 61.29% |
Loni Adams Daymark Wealth Partners LLC | 12,150 | $1.06M | $1.21M | $147,882.51 | 13.9% |
Erik Brenner Hilltop Partners LLC | 10,686 | $679,630 | $1.07M | $392,015.51 | 57.68% |
Steve Alexandrowski GEM Asset Management LLC | 2,285 | $204,119 | $228,111.55 | $23,992.55 | 11.75% |
Salvatore Cocivera Cora Capital Advisors LLC | 4,964 | $307,519.66 | $497,864.38 | $190,344.72 | 61.9% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 8,694 | $586,575.83 | $867,922.02 | $281,346.19 | 47.96% |
| THL Team Hewins LLC Team Hewins LLC | 7,128 | $586,849.26 | $710,554.68 | $123,705.42 | 21.08% |
Scott Highmark Mosaic Family Wealth Partners LLC | 110,430 | $10.1M | $11.03M | $930,706.23 | 9.22% |
Jill Batley Gateway Wealth Partners LLC | 9,931 | $883,085.49 | $989,028.29 | $105,942.8 | 12% |
Brett Carleton Heritage Wealth Management Inc./Texas | 5,349 | $394,178.62 | $534,044.16 | $139,865.54 | 35.48% |
Andrew Brady Brady Family Wealth LLC | 2,617 | $205,591.72 | $261,255.11 | $55,663.39 | 27.07% |
| PIL PFG Investments LLC PFG Investments LLC | 9,276 | $590,358.57 | $925,883.94 | $335,525.37 | 56.83% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,907 | $184,885.51 | $290,089.53 | $105,204.02 | 56.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,463 | $3.86M | $5.14M | $1.28M | 33.24% |
Annmarie Young KPP Advisory Services LLC | 17,873 | $1.44M | $1.79M | $349,898.46 | 24.38% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 5,165 | $342,852.45 | $518,411.05 | $175,558.6 | 51.21% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,525 | $219,802.09 | $252,525.25 | $32,723.16 | 14.89% |
John M Roach Waterway Wealth Management, LLC | 655,697 | $47.57M | $65.43M | $17.86M | 37.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,740 | $1.38M | $1.56M | $181,852.87 | 13.16% |
Jon Greer GSG Advisors LLC | 19,307 | $1.72M | $1.94M | $211,640.29 | 12.27% |