| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 102 | $18,969.45 | $19,951.2 | $981.75 | 5.18% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,438 | $1.63M | $1.91M | $280,904.06 | 17.26% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,172 | $411,173.66 | $440,258.97 | $29,085.31 | 7.07% |
Brian Dechow SWAN Capital LLC | 37 | $5,633.81 | $7,501.38 | $1,867.57 | 33.15% |
Bert D. Barre Colonial Trust Co. / SC | 10 | $1,374 | $1,959.7 | $585.7 | 42.63% |
Brian Matter Creative Capital Management Investments LLC | 33 | $5,800.74 | $6,454.8 | $654.06 | 11.28% |
Sue Oleari Trifecta Capital Advisors LLC | 1,621 | $317,878.23 | $327,555.47 | $9,677.24 | 3.04% |
Amy Hart Phillips Wealth Planners LLC | 1,991 | $316,344.7 | $394,984.53 | $78,639.83 | 24.86% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,458 | $222,350.21 | $294,690.96 | $72,340.75 | 32.53% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,875 | $1.36M | $1.34M | -$13,207.53 | -0.97% |
Dean Pelos Commonwealth Retirement Investments LLC | 7,275 | $1.28M | $1.47M | $191,368.37 | 14.96% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,094 | $350,519.54 | $419,470.08 | $68,950.54 | 19.67% |
Jeffrey Hanson Breakwater Capital Group | 1,863 | $342,411 | $376,791.75 | $34,380.75 | 10.04% |
Michael Radoff LGT Financial Advisors LLC | 56 | $8,425.93 | $11,106.48 | $2,680.55 | 31.81% |
Ashley Buboltz Moran Wealth Management LLC | 52,065 | $8.37M | $10.52M | $2.15M | 25.71% |
Jeffrey Rosenthal Viawealth LLC | 1,468 | $212,496.09 | $290,752.08 | $78,255.99 | 36.83% |
Paul B. Ordonio Park Place Capital Corp. | 13,544 | $2.38M | $2.64M | $267,196.65 | 11.25% |
David D. Jones Applied Finance Capital Management LLC | 5,859 | $1.03M | $1.16M | $132,442.71 | 12.86% |
Kevin Kroskey True Wealth Design LLC | 107 | $18,093.23 | $20,929.2 | $2,835.97 | 15.67% |
Jill Batley Gateway Wealth Partners LLC | 1,437 | $284,249.2 | $291,215.23 | $6,966.03 | 2.45% |