| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,059 | $231,566.74 | $221,589.58 | -$9,977.16 | -4.31% |
Bert D. Barre Colonial Trust Co. / SC | 1,238 | $80,864.32 | $130,794.7 | $49,930.38 | 61.75% |
Daniel Guy Ethos Financial Group LLC | 13,804 | $1.09M | $1.49M | $393,740.31 | 36.06% |
Victoria Latham Fiduciary Alliance LLC | 3,875 | $328,811.29 | $417,027.5 | $88,216.21 | 26.83% |
Loni Adams Daymark Wealth Partners LLC | 2,430 | $231,496.66 | $261,516.6 | $30,019.94 | 12.97% |
Brian Matter Creative Capital Management Investments LLC | 27 | $3,101.22 | $2,905.74 | -$195.48 | -6.3% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 14,862 | $849,855.64 | $1.6M | $749,592.8 | 88.2% |
Marc White Clarendon Private LLC | 3,677 | $414,362.93 | $395,718.74 | -$18,644.19 | -4.5% |
Sheryl Stephens Stephens Consulting LLC | 3 | $278 | $322.86 | $44.86 | 16.14% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,219 | $114,239.66 | $130,676.8 | $16,437.14 | 14.39% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,248 | $427,857.88 | $565,996.8 | $138,138.92 | 32.29% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,231 | $256,230.57 | $242,866.66 | -$13,363.91 | -5.22% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,917 | $215,394.19 | $206,307.54 | -$9,086.65 | -4.22% |
Jeffrey Hanson Breakwater Capital Group | 1,836 | $206,308.16 | $197,590.32 | -$8,717.84 | -4.23% |
Darren Tapley New England Capital Financial Advisors LLC | 148 | $12,302 | $15,927.76 | $3,625.76 | 29.47% |
Paul L. Moffat Arista Wealth Management LLC | 8,584 | $713,502 | $923,810.08 | $210,308.08 | 29.48% |
Jeffrey Rosenthal Viawealth LLC | 9,509 | $490,540.68 | $1M | $514,085.17 | 104.8% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,837 | $144,357.5 | $196,926.4 | $52,568.9 | 36.42% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,771 | $237,572.54 | $298,215.02 | $60,642.48 | 25.53% |
Vickie Chrisman LMG Wealth Partners LLC | 12,934 | $691,505.63 | $1.39M | $703,426.27 | 101.72% |