| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 7,575 | $368,675.25 | $405,792.75 | $37,117.5 | 10.07% |
Jennifer Carlson Gould Capital LLC | 855 | $48,478.5 | $45,802.35 | -$2,676.15 | -5.52% |
Ana-Maria Ignat Covestor Ltd | 144 | $4,524.02 | $7,714.08 | $3,190.06 | 70.51% |
Bill McVay Red Tortoise LLC | 74 | $2,306.58 | $3,964.18 | $1,657.6 | 71.86% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,650 | $207,715.5 | $249,100.5 | $41,385 | 19.92% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,730 | $340,491 | $414,096.1 | $73,605.1 | 21.62% |
| WJ William Jollie Quent Capital LLC | 104 | $4,651.24 | $5,571.28 | $920.04 | 19.78% |
Michael Byun SageView Advisory Group LLC | 862 | $37,990 | $46,177.34 | $8,187.34 | 21.55% |
| JG John Ginter Callan Family Office LLC | 5,817 | $256,238.5 | $311,616.69 | $55,378.19 | 21.61% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,095 | $211,220.1 | $219,369.15 | $8,149.05 | 3.86% |
Mariana Coli Dunhill Financial LLC | 2 | $86 | $107.14 | $21.14 | 24.58% |
| DP Drew Phillips Fortitude Family Office LLC | 54 | $2,380.05 | $2,892.78 | $512.73 | 21.54% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 9,659 | $427,095.96 | $517,432.63 | $90,336.67 | 21.15% |
Bert D. Barre Colonial Trust Co. / SC | 139 | $6,364.29 | $7,446.23 | $1,081.94 | 17% |
Lyndsay Goody Onyx Financial Advisors LLC | 80,810 | $3.52M | $4.33M | $807,728.81 | 22.94% |
Kevin Kroskey True Wealth Design LLC | 14 | $617.19 | $737.94 | $120.75 | 19.56% |
Alexandra Stickelman Root Financial Partners, LLC | 652 | $30,296.88 | $35,331.88 | $5,035 | 16.62% |
Katherine Stoner Empower Advisory Group, LLC | 6,988 | $309,022.55 | $378,679.72 | $69,657.17 | 22.54% |
Keith Henderson CULTIVAR CAPITAL, INC. | 11,247 | $495,431 | $609,474.93 | $114,043.93 | 23.02% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,648 | $303,813.95 | $361,052.88 | $57,238.93 | 18.84% |