| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 18,234 | $841,432.02 | $979,712.82 | $138,280.8 | 16.43% |
Mark Mowrey Signature Resources Capital Management LLC | 53 | $2,787.74 | $2,885.32 | $97.58 | 3.5% |
Scott Crane Crane Advisory LLC | 5,441 | $300,436.27 | $292,453.75 | -$7,982.52 | -2.66% |
Bert D. Barre Colonial Trust Co. / SC | 488 | $22,054.24 | $26,230 | $4,175.76 | 18.93% |
Loni Adams Daymark Wealth Partners LLC | 11,959 | $677,003.36 | $651,047.96 | -$25,955.4 | -3.83% |
Michael Snyder Beaumont Financial Advisors LLC | 52,404 | $2.19M | $2.85M | $653,380.79 | 29.78% |
| BP Brett Pohl Kingdom Financial Group LLC | 5,607 | $310,572.39 | $305,245.08 | -$5,327.31 | -1.72% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 16,495 | $786,551.65 | $896,503.25 | $109,951.6 | 13.98% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,694 | $98,963 | $91,035.56 | -$7,927.44 | -8.01% |
Michael Yoder Yoder Wealth Management Inc. | 50,188 | $2.34M | $2.73M | $391,101.56 | 16.73% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 94,686 | $4.85M | $5.15M | $304,857.14 | 6.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 113 | $6,093.09 | $6,082.79 | -$10.3 | -0.17% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 43,346 | $2.44M | $2.33M | -$110,496.11 | -4.52% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 14,181 | $837,046.97 | $761,519.7 | -$75,527.27 | -9.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,732 | $1.14M | $1.06M | -$79,902.76 | -6.99% |
| KS Kristi Shields ROGCO, LP | 3,495 | $148,257.99 | $190,128 | $41,870.01 | 28.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,139 | $409,171.52 | $388,647.16 | -$20,524.36 | -5.02% |
James Rankin Modern Wealth Management, LLC | 12,649 | $644,423.14 | $680,452.95 | $36,029.81 | 5.59% |
Steven JE Manders BKM Wealth Management, LLC | 4,160 | $169,977.44 | $225,804.8 | $55,827.36 | 32.84% |
Wayne Atkins VCI Wealth Management LLC | 3,885 | $182,238.84 | $208,896.45 | $26,657.61 | 14.63% |