| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Scott Crane Crane Advisory LLC | 5,384 | $297,304.48 | $314,533.28 | $17,228.8 | 5.8% |
Bert D. Barre Colonial Trust Co. / SC | 488 | $22,054.24 | $28,562.64 | $6,508.4 | 29.51% |
Loni Adams Daymark Wealth Partners LLC | 11,886 | $672,738.7 | $695,687.58 | $22,948.88 | 3.41% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 53,356 | $2.23M | $3.12M | $892,574.58 | 40.02% |
| BP Brett Pohl Kingdom Financial Group LLC | 5,355 | $295,851.76 | $313,428.15 | $17,576.39 | 5.94% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,000 | $118,140 | $117,350 | -$790 | -0.67% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 15,794 | $745,600.46 | $926,712.95 | $181,112.49 | 24.29% |
| MY Michael Yoder Yoder Wealth Management Inc. | 48,013 | $2.2M | $2.81M | $604,686.17 | 27.45% |
Alexandra Stickelman Root Financial Partners, LLC | 154 | $8,724.74 | $9,001.3 | $276.56 | 3.17% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 90,613 | $4.62M | $5.3M | $680,721.33 | 14.75% |
Nemes Rush Group LLC Nemes Rush Group LLC | 112 | $6,034.8 | $6,546.4 | $511.6 | 8.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 65,440 | $3.69M | $3.81M | $123,471.95 | 3.35% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 13,210 | $780,323 | $772,124.5 | -$8,198.5 | -1.05% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,453 | $194,994.2 | $201,827.85 | $6,833.65 | 3.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,636 | $1.14M | $1.14M | $7,542.77 | 0.66% |
| KS Kristi Shields ROGCO, LP | 3,495 | $148,257.99 | $203,793.45 | $55,535.46 | 37.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $59 | $58.37 | -$0.63 | -1.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,709 | $384,051.79 | $390,899.88 | $6,848.09 | 1.78% |
James Rankin Modern Wealth Management, LLC | 12,981 | $661,318.52 | $756,337.96 | $95,019.44 | 14.37% |
Steven JE Manders BKM Wealth Management, LLC | 4,800 | $196,127.82 | $279,672 | $83,544.18 | 42.6% |