| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 7,112 | $224,241.36 | $541,721.04 | $317,479.68 | 141.58% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 15,199 | $1.04M | $1.16M | $113,191.64 | 10.84% |
Bert D. Barre Colonial Trust Co. / SC | 9,350 | $357,587.47 | $771,468.5 | $413,881.03 | 115.74% |
Daniel Guy Ethos Financial Group LLC | 4,819 | $284,128 | $367,063.23 | $82,935.23 | 29.19% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 10,585 | $775,198.82 | $806,259.45 | $31,060.63 | 4.01% |
Victoria Latham Fiduciary Alliance LLC | 7,344 | $546,499.25 | $559,392.48 | $12,893.23 | 2.36% |
Gary Dempsey Leslie Global Wealth LLC | 87,210 | $6.37M | $6.64M | $269,275.82 | 4.22% |
Loni Adams Daymark Wealth Partners LLC | 6,375 | $474,797.87 | $485,583.75 | $10,785.88 | 2.27% |
Jessica Thayer Unique Wealth LLC | 38,947 | $2.43M | $2.97M | $534,344.45 | 21.97% |
Stephen Cheifetz Kades & Cheifetz LLC | 127,620 | $4.48M | $9.72M | $5.24M | 116.85% |
Brian Matter Creative Capital Management Investments LLC | 40 | $2,494.4 | $3,046.8 | $552.4 | 22.15% |
Erik Brenner Hilltop Partners LLC | 3,300 | $241,941.23 | $251,361 | $9,419.77 | 3.89% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 86,111 | $3.22M | $6.56M | $3.34M | 103.8% |
Xenia Woltmann Rochester Wealth Strategies LLC | 96,854 | $6.01M | $7.38M | $1.36M | 22.67% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 38,612 | $2.36M | $2.94M | $580,358.34 | 24.58% |
Holly Skipper Verum Partners LLC | 3,847 | $290,487 | $293,025.99 | $2,538.99 | 0.87% |
Christopher Casanega Sharper & Granite LLC | 10,689 | $540,599.72 | $814,181.13 | $273,581.41 | 50.61% |
Belena Vincetti Fortis Capital Advisors LLC | 2,682 | $217,943.79 | $204,287.94 | -$13,655.85 | -6.27% |
Jeffrey D. Munjack JDM Financial Group LLC | 55 | $2,723.05 | $4,571.05 | $1,848 | 67.87% |
Sheryl Stephens Stephens Consulting LLC | 760 | $27,656.41 | $57,889.2 | $30,232.79 | 109.32% |