| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 6,488 | $57,224.16 | $69,746 | $12,521.84 | 21.88% |
Brian Ramsay Wealthspan Partners LLC | 21,599 | $196,793.42 | $232,189.25 | $35,395.83 | 17.99% |
Samantha Pierangeli City State Bank | 4,000 | $44,981.85 | $43,000 | -$1,981.85 | -4.41% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 22,333 | $220,873.37 | $245,216.34 | $24,342.97 | 11.02% |
W. Travis McKinney HB Wealth Management LLC | 60,746 | $547,177.27 | $653,019.5 | $105,842.23 | 19.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,788 | $309,669.47 | $330,971 | $21,301.53 | 6.88% |
Craig Johnsen Fortitude Advisory Group LLC | 13,265 | $144,190.55 | $142,598.75 | -$1,591.8 | -1.1% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 500 | $4,995 | $5,375 | $380 | 7.61% |
Rachel Faulk Cape Investment Advisory Inc. | 853 | $9,204 | $9,169.75 | -$34.25 | -0.37% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,185 | $23,815.12 | $23,882.05 | $66.93 | 0.28% |
Mariana Coli Dunhill Financial LLC | 894 | $9,646 | $9,682.02 | $36.02 | 0.37% |
Bert D. Barre Colonial Trust Co. / SC | 17,497 | $171,868.92 | $190,017.42 | $18,148.5 | 10.56% |
Steve Alexandrowski GEM Asset Management LLC | 11,082 | $92,438.05 | $119,131.5 | $26,693.45 | 28.88% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 234 | $2,525 | $2,515.5 | -$9.5 | -0.38% |
Robert B. LaRue Owen LaRue LLC | 316,424 | $3.14M | $3.4M | $260,479.42 | 8.29% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 18,166 | $170,068.81 | $195,284.5 | $25,215.69 | 14.83% |
| PIL PFG Investments LLC PFG Investments LLC | 97,159 | $923,410.11 | $1.04M | $121,049.14 | 13.11% |
Courtney Holt Compound Planning, Inc. | 95,112 | $950,692.77 | $1.02M | $71,761.23 | 7.55% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,000 | $41,920.03 | $43,000 | $1,079.97 | 2.58% |
Andrew Halac Talon Private Wealth, LLC | 51,533 | $514,129.89 | $553,979.75 | $39,849.86 | 7.75% |