| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Straus Commons Capital LLC | 59,008 | $520,033.76 | $577,098.24 | $57,064.48 | 10.97% |
Christopher Schurmann Summit Investment Advisory Services LLC | 16,270 | $143,195.91 | $159,120.6 | $15,924.69 | 11.12% |
David T. Morgan High Net Worth Advisory Group LLC | 150,690 | $1.23M | $1.47M | $247,465.7 | 20.18% |
Scott Williams Investmark Advisory Group LLC | 53,389 | $534,243.09 | $533,356.11 | -$886.98 | -0.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 63,736 | $534,140.12 | $623,338.08 | $89,197.96 | 16.7% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 16,291 | $132,608.81 | $159,325.98 | $26,717.17 | 20.15% |
Bert D. Barre Colonial Trust Co. / SC | 2,796 | $24,213.36 | $28,211.64 | $3,998.28 | 16.51% |
Michael Snyder Beaumont Financial Advisors LLC | 21,260 | $202,608 | $207,922.8 | $5,314.8 | 2.62% |
Helen Semus Semus Wealth Partners LLC | 37,705 | $293,782.75 | $376,672.95 | $82,890.2 | 28.21% |
John Canning Mi LLCreek Capital Advisors LLC | 35,659 | $290,926.98 | $348,745.02 | $57,818.04 | 19.87% |
Steven Trigili Garden State Investment Advisory Services LLC | 23,901 | $183,880.63 | $241,161.09 | $57,280.46 | 31.15% |
Jeffrey Steele Silverlake Wealth Management LLC | 29,629 | $316,137.8 | $293,771.53 | -$22,366.27 | -7.07% |
Jill Batley Gateway Wealth Partners LLC | 20,550 | $168,304.5 | $200,979 | $32,674.5 | 19.41% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 17,200 | $135,880 | $172,000 | $36,120 | 26.58% |
| PIL PFG Investments LLC PFG Investments LLC | 55,546 | $473,580.15 | $543,239.88 | $69,659.73 | 14.71% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,500 | $12,255 | $14,670 | $2,415 | 19.71% |
Courtney Holt Compound Planning, Inc. | 46,361 | $366,954.33 | $453,410.58 | $86,456.25 | 23.56% |
Katherine Stoner Empower Advisory Group, LLC | 19,000 | $147,497.82 | $192,090 | $44,592.18 | 30.23% |
Shawn Scholz Impact Partnership Wealth, LLC | 11,084 | $97,445.79 | $108,401.52 | $10,955.73 | 11.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,931 | $113,663.59 | $116,685.18 | $3,021.59 | 2.66% |