| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Schurmann Summit Investment Advisory Services LLC | 15,937 | $139,929.28 | $155,545.12 | $15,615.84 | 11.16% |
| NG Nicole Goff Retirement Solution LLC | 16,141 | $141,461.93 | $157,536.16 | $16,074.23 | 11.36% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 151,790 | $1.24M | $1.48M | $242,752.67 | 19.61% |
| SW Scott Williams Investmark Advisory Group LLC | 52,737 | $527,977.37 | $515,504.17 | -$12,473.2 | -2.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 63,736 | $534,140.12 | $623,019.4 | $88,879.28 | 16.64% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 16,291 | $132,608.81 | $159,244.52 | $26,635.71 | 20.09% |
Bert D. Barre Colonial Trust Co. / SC | 2,796 | $24,213.36 | $27,316.92 | $3,103.56 | 12.82% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 21,260 | $202,608 | $207,710.2 | $5,102.2 | 2.52% |
| HS Helen Semus Semus Wealth Partners LLC | 36,941 | $286,287.83 | $361,098.27 | $74,810.44 | 26.13% |
John Canning Mi LLCreek Capital Advisors LLC | 35,659 | $290,926.98 | $348,566.72 | $57,639.74 | 19.81% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 31,613 | $242,107.22 | $309,017.07 | $66,909.85 | 27.64% |
Jeffrey Steele Silverlake Wealth Management LLC | 29,629 | $316,137.8 | $289,327.18 | -$26,810.62 | -8.48% |
Jill Batley Gateway Wealth Partners LLC | 20,550 | $168,304.5 | $200,670.75 | $32,366.25 | 19.23% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 17,200 | $135,880 | $167,958 | $32,078 | 23.61% |
| PIL PFG Investments LLC PFG Investments LLC | 55,115 | $469,352.01 | $538,197.97 | $68,845.96 | 14.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,500 | $12,255 | $14,647.5 | $2,392.5 | 19.52% |
Courtney Holt Compound Planning, Inc. | 46,361 | $366,954.33 | $452,715.16 | $85,760.83 | 23.37% |
Katherine Stoner Empower Advisory Group, LLC | 19,000 | $147,497.82 | $185,535 | $38,037.18 | 25.79% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,860 | $95,248.43 | $106,047.9 | $10,799.47 | 11.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,108 | $115,350.38 | $118,125.65 | $2,775.27 | 2.41% |