| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 559 | $32,481.25 | $54,809.95 | $22,328.7 | 68.74% |
Michael Snyder Beaumont Financial Advisors LLC | 19,169 | $1.18M | $1.83M | $642,811.02 | 54.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 499 | $49,657 | $49,226.35 | -$430.65 | -0.87% |
Kevin Kroskey True Wealth Design LLC | 250 | $21,630 | $23,805 | $2,175 | 10.06% |
Jill Batley Gateway Wealth Partners LLC | 5,038 | $424,318.94 | $479,718.36 | $55,399.42 | 13.06% |
Michael Yoder Yoder Wealth Management Inc. | 79,748 | $4.89M | $7.59M | $2.71M | 55.35% |
Scott Boyce Decker Retirement Planning Inc. | 434 | $30,515 | $41,325.48 | $10,810.48 | 35.43% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,545 | $306,713.3 | $337,554.9 | $30,841.6 | 10.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,087 | $606,297.19 | $674,824.14 | $68,526.95 | 11.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 220 | $21,550.5 | $20,948.4 | -$602.1 | -2.79% |
Charles Corkery PUREfi Wealth, LLC | 5,395 | $379,322 | $513,711.9 | $134,389.9 | 35.43% |
James Rankin Modern Wealth Management, LLC | 12,471 | $930,563.29 | $1.24M | $307,807.01 | 33.08% |
Wayne Atkins VCI Wealth Management LLC | 8,743 | $630,541.92 | $832,508.46 | $201,966.54 | 32.03% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,662 | $218,506.45 | $253,475.64 | $34,969.19 | 16% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,067 | $619,418.63 | $672,919.74 | $53,501.11 | 8.64% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9,140 | $910,420 | $870,310.8 | -$40,109.2 | -4.41% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 115 | $11,455 | $10,950.3 | -$504.7 | -4.41% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 12 | $990 | $1,142.64 | $152.64 | 15.42% |
Janice M. Powell Diversify Advisory Services, LLC | 2,852 | $214,251.64 | $281,349.8 | $67,098.16 | 31.32% |
Define Financial LLC DEFINE FINANCIAL, LLC | 3,061 | $237,646.52 | $291,468.42 | $53,821.9 | 22.65% |