| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 774,470 | $6.77M | $7.23M | $464,033.38 | 6.86% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 26,700 | $217,872 | $250,766.4 | $32,894.4 | 15.1% |
| LWL Leo Wealth LLC Leo Wealth LLC | 88,886 | $686,200 | $829,750.81 | $143,550.81 | 20.92% |
Jonathan Straus Commons Capital LLC | 59,008 | $520,033.76 | $554,085.12 | $34,051.36 | 6.55% |
Christopher Schurmann Summit Investment Advisory Services LLC | 16,270 | $143,195.91 | $152,638.63 | $9,442.72 | 6.59% |
David T. Morgan High Net Worth Advisory Group LLC | 150,690 | $1.23M | $1.41M | $184,929.35 | 15.08% |
Scott Williams Investmark Advisory Group LLC | 53,389 | $534,243.09 | $502,123.54 | -$32,119.55 | -6.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 63,736 | $534,140.12 | $597,206.32 | $63,066.2 | 11.81% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 16,291 | $132,608.81 | $152,565.21 | $19,956.4 | 15.05% |
Bert D. Barre Colonial Trust Co. / SC | 2,796 | $24,213.36 | $26,268.42 | $2,055.06 | 8.49% |
Michael Snyder Beaumont Financial Advisors LLC | 21,260 | $202,608 | $198,674.7 | -$3,933.3 | -1.94% |
Helen Semus Semus Wealth Partners LLC | 37,705 | $293,782.75 | $354,049.95 | $60,267.2 | 20.51% |
John Canning Mi LLCreek Capital Advisors LLC | 35,659 | $290,926.98 | $333,946.53 | $43,019.55 | 14.79% |
Steven Trigili Garden State Investment Advisory Services LLC | 23,901 | $183,880.63 | $223,593.85 | $39,713.22 | 21.6% |
Jeffrey Steele Silverlake Wealth Management LLC | 29,629 | $316,137.8 | $276,883 | -$39,254.8 | -12.42% |
Jill Batley Gateway Wealth Partners LLC | 10,275 | $88,982 | $95,917.12 | $6,935.12 | 7.79% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 17,200 | $135,880 | $161,766 | $25,886 | 19.05% |
| PIL PFG Investments LLC PFG Investments LLC | 55,546 | $473,580.15 | $521,299.21 | $47,719.06 | 10.08% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,500 | $12,255 | $14,077.5 | $1,822.5 | 14.87% |
Courtney Holt Compound Planning, Inc. | 44,512 | $352,513.47 | $417,593.78 | $65,080.31 | 18.46% |