| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 77 | $11,320.5 | $16,146.9 | $4,826.4 | 42.63% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,049 | $215,147 | $220,143.14 | $4,996.14 | 2.32% |
| YG Youse Guia DoubleLine ETF Adviser LP | 12,422 | $1.76M | $2.6M | $845,063.14 | 48.02% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,362 | $277,652.7 | $285,829.32 | $8,176.62 | 2.94% |
Sheryl Stephens Stephens Consulting LLC | 5 | $1,022 | $1,049.3 | $27.3 | 2.67% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,075 | $294,781.82 | $435,127.5 | $140,345.68 | 47.61% |
Darren Tapley New England Capital Financial Advisors LLC | 21 | $2,692.14 | $4,407.06 | $1,714.92 | 63.7% |
David Smith Linden Thomas Advisory Services LLC | 1,503 | $224,613.73 | $315,419.58 | $90,805.85 | 40.43% |
Paul B. Ordonio Park Place Capital Corp. | 14 | $2,860.62 | $2,935.8 | $75.18 | 2.63% |
Kevin Kroskey True Wealth Design LLC | 175 | $30,341.02 | $36,725.5 | $6,384.48 | 21.04% |
Lison Couture iA Global Asset Management Inc. | 56,349 | $9.8M | $11.83M | $2.02M | 20.64% |
David Gulkowitz DSC Meridian Capita LLP | 64,241 | $13.15M | $13.47M | $323,582.36 | 2.46% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 121 | $24,739.24 | $25,393.06 | $653.82 | 2.64% |
Alexandra Stickelman Root Financial Partners, LLC | 1,785 | $363,959.49 | $374,600.1 | $10,640.61 | 2.92% |
Courtney Holt Compound Planning, Inc. | 3,397 | $565,894.71 | $712,894.42 | $146,999.71 | 25.98% |
Katherine Stoner Empower Advisory Group, LLC | 1,646 | $200,470.77 | $345,166.2 | $144,695.43 | 72.18% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5 | $1,022 | $1,048.5 | $26.5 | 2.59% |
Ian Wang Plato Investment Management Ltd | 2,195 | $349,257.49 | $460,291.5 | $111,034.01 | 31.79% |
John Shanley Aspect Partners, LLC | 58 | $8,786.3 | $12,171.88 | $3,385.58 | 38.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,645 | $432,789.33 | $555,079.7 | $122,290.37 | 28.26% |