| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 8,250 | $754,382.76 | $780,945 | $26,562.24 | 3.52% |
Bert D. Barre Colonial Trust Co. / SC | 158 | $14,633.96 | $14,984.72 | $350.76 | 2.4% |
| RDL Rodrigo De La Garza Summa Corp. | 12,175 | $1.17M | $1.15M | -$13,928.02 | -1.19% |
Jade Franke Retirement Investment Advisors Inc. | 308,517 | $27.04M | $29.2M | $2.16M | 7.98% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 3,223 | $297,501.95 | $305,089.18 | $7,587.23 | 2.55% |
Christopher Casanega Sharper & Granite LLC | 40,790 | $3.65M | $3.86M | $213,194.44 | 5.84% |
Belena Vincetti Fortis Capital Advisors LLC | 4,289 | $410,493.69 | $405,996.74 | -$4,496.95 | -1.1% |
| BP Brett Pohl Kingdom Financial Group LLC | 76 | $7,334.05 | $7,238.24 | -$95.81 | -1.31% |
Scott Register Register Financial Advisors LLC | 3 | $289 | $283.98 | -$5.02 | -1.74% |
Bree Pate Olisti Co. Wealth LLC | 576 | $55,457 | $54,524.16 | -$932.84 | -1.68% |
Crystal McKeon TSA Wealth Managment LLC | 5,457 | $503,413.42 | $516,559.62 | $13,146.2 | 2.61% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 2,605 | $242,170.11 | $246,589.3 | $4,419.19 | 1.82% |
Bepin Serraj Richard W. Paul & Associates LLC | 21,268 | $2.05M | $2.03M | -$21,348.23 | -1.04% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,052 | $96,492.58 | $99,582.32 | $3,089.74 | 3.2% |
Moises Valladares Insigneo Advisory Services LLC | 12,798 | $1.19M | $1.22M | $22,062.85 | 1.85% |
Steven Trigili Garden State Investment Advisory Services LLC | 25,153 | $2.28M | $2.39M | $102,446.22 | 4.49% |
Andrew Lewis Genesis Private Wealth LLC | 16,310 | $1.57M | $1.54M | -$26,378.48 | -1.68% |
Richard W. Lowrie Park Edge Advisors LLC | 63,502 | $5.98M | $6.01M | $34,427.5 | 0.58% |
Jill Batley Gateway Wealth Partners LLC | 8,157 | $765,524.07 | $772,141.62 | $6,617.55 | 0.86% |
Courtney Gooding Bush Investment Group LLC | 3,374 | $307,876.12 | $319,382.84 | $11,506.72 | 3.74% |