| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 13,771 | $435,908.54 | $673,539.61 | $237,631.07 | 54.51% |
Bert D. Barre Colonial Trust Co. / SC | 726 | $34,278.16 | $35,425.17 | $1,147.01 | 3.35% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 17,081 | $620,692.87 | $826,891.21 | $206,198.34 | 33.22% |
Michael Radoff LGT Financial Advisors LLC | 207 | $8,942.4 | $10,027.08 | $1,084.68 | 12.13% |
Jill Batley Gateway Wealth Partners LLC | 4,974 | $214,876.61 | $239,448.36 | $24,571.75 | 11.44% |
Gregory Bosch Strategies Wealth Advisors, LLC | 11,997 | $441,378.52 | $580,774.77 | $139,396.25 | 31.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,533 | $500,688.89 | $568,692.23 | $68,003.34 | 13.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 394,433 | $16.66M | $19.3M | $2.63M | 15.81% |
| KS Kristi Shields ROGCO, LP | 475 | $24,700 | $23,009 | -$1,691 | -6.85% |
Benj Foor Frazier Financial Advisors, LLC | 11 | $346.89 | $530.72 | $183.83 | 52.99% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 22 | $1,144 | $1,057.1 | -$86.9 | -7.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 982 | $50,180 | $48,029.62 | -$2,150.38 | -4.29% |
Chandler te Velde Maia Wealth LLC | 8,532 | $261,851.44 | $412,266.24 | $150,414.8 | 57.44% |
Michael Herman Apollon Financial, LLC | 18,665 | $783,560.23 | $903,292.67 | $119,732.44 | 15.28% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 19,242 | $597,840.72 | $936,700.56 | $338,859.84 | 56.68% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,501 | $72,103 | $73,413.91 | $1,310.91 | 1.82% |
Brady Green GGM Financials LLC | 1,695 | $80,466 | $81,995.62 | $1,529.62 | 1.9% |
Beth Steinhaus Breakwater Investment Management | 75 | $2,350.6 | $3,612 | $1,261.4 | 53.66% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 27,567 | $993,834.09 | $1.34M | $348,540.97 | 35.07% |
Bradley Wilson Crews Bank & Trust | 24 | $1,248 | $1,156.56 | -$91.44 | -7.33% |