| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 200 | $4,800 | $8,443 | $3,643 | 75.9% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,099 | $82,182.36 | $88,609.28 | $6,426.92 | 7.82% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 228 | $8,176.5 | $9,615.9 | $1,439.4 | 17.6% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,112 | $180,325.05 | $215,854.2 | $35,529.15 | 19.7% |
| MV Moises Valladares Insigneo Advisory Services LLC | 24,598 | $971,129 | $1.04M | $66,660.62 | 6.86% |
| SB Scott Boyce Decker Retirement Planning Inc. | 185 | $7,304 | $7,836.6 | $532.6 | 7.29% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 171,204 | $6.2M | $7.23M | $1.03M | 16.53% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7,455 | $212,104.95 | $314,787.37 | $102,682.42 | 48.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,052 | $1.26M | $1.39M | $130,233.96 | 10.33% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 10,856 | $342,157.97 | $458,394.6 | $116,236.63 | 33.97% |
Kevin Bresler TD Waterhouse Canada Inc. | 38 | $1,129.74 | $1,603.98 | $474.24 | 41.98% |
Brian Glenn Premier Path Wealth Partners, LLC | 67,114 | $2.28M | $2.83M | $550,782.2 | 24.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 222,539 | $7.24M | $9.39M | $2.15M | 29.66% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,880 | $388,338.69 | $416,689 | $28,350.31 | 7.3% |
Amir Har-El Savvy Advisors, Inc. | 25,289 | $991,911.88 | $1.07M | $75,536.81 | 7.62% |
Jon Deven Mouton CAP Partners, LLC | 6,973 | $273,214.95 | $294,086.27 | $20,871.32 | 7.64% |
Joshua Stipcich Tidemark, LLC | 8,821 | $333,678.44 | $372,466.72 | $38,788.28 | 11.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,806 | $580,917.3 | $708,877.08 | $127,959.78 | 22.03% |
Christian J. Cyr Cyr Financial Inc. | 115,403 | $4.52M | $4.87M | $350,713.28 | 7.76% |
Jennifer Lutz Trademark Financial Management, LLC | 19,862 | $714,529.74 | $836,984.68 | $122,454.94 | 17.14% |