| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 106 | $8,958.06 | $10,368.92 | $1,410.86 | 15.75% |
Joel A. Schreiber SFI Advisors LLC | 31,446 | $2.03M | $3.09M | $1.06M | 52.17% |
| MC mike Chen Byrne Asset Management LLC | 96 | $9,875.52 | $9,372.48 | -$503.04 | -5.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,651 | $1.05M | $1.25M | $194,749.24 | 18.49% |
| LV Leah Vaden Redwood Financial Network Corp. | 7,813 | $771,431.37 | $774,385.49 | $2,954.12 | 0.38% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 36 | $3,718.08 | $3,542.4 | -$175.68 | -4.73% |
CJ Harrison DecisionPoint Financial LLC | 16 | $1,655 | $1,578.24 | -$76.76 | -4.64% |
Mark Mowrey Signature Resources Capital Management LLC | 149 | $14,016.48 | $14,517.07 | $500.59 | 3.57% |
Rachel Faulk Cape Investment Advisory Inc. | 765 | $75,915.62 | $75,459.6 | -$456.02 | -0.6% |
Mariana Coli Dunhill Financial LLC | 123 | $9,740 | $12,132.72 | $2,392.72 | 24.57% |
Bert D. Barre Colonial Trust Co. / SC | 605 | $41,080.7 | $59,631.82 | $18,551.12 | 45.16% |
Michael Snyder Beaumont Financial Advisors LLC | 16,613 | $1.71M | $1.63M | -$81,529.91 | -4.77% |
| BP Brett Pohl Kingdom Financial Group LLC | 17 | $1,782 | $1,656.99 | -$125.01 | -7.02% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 4,395 | $280,029.31 | $433,281.07 | $153,251.76 | 54.73% |
Michael Yoder Yoder Wealth Management Inc. | 76,816 | $6.37M | $7.57M | $1.2M | 18.89% |
Scott Boyce Decker Retirement Planning Inc. | 364 | $35,475 | $35,564.62 | $89.62 | 0.25% |
Katherine Stoner Empower Advisory Group, LLC | 2,329 | $217,288.56 | $227,124.08 | $9,835.52 | 4.53% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 190 | $17,719.57 | $18,741.6 | $1,022.03 | 5.77% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,979 | $306,360 | $293,059.12 | -$13,300.88 | -4.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,755 | $523,516.14 | $557,659.5 | $34,143.36 | 6.52% |