| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 1,467 | $209,155.91 | $273,463.47 | $64,307.56 | 30.75% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,211 | $204,380.47 | $225,742.51 | $21,362.04 | 10.45% |
Scott Williams Investmark Advisory Group LLC | 2,597 | $395,949.43 | $513,452.9 | $117,503.47 | 29.68% |
Michael Topley Lansing Street Advisors | 3,123 | $593,963.37 | $582,158.43 | -$11,804.94 | -1.99% |
Mark Fiskio Empirical Asset Management LLC | 13,997 | $1.97M | $2.8M | $826,637.75 | 41.9% |
Christopher Warner WARNER FINANCIAL Inc. | 2,379 | $326,474.89 | $443,469.39 | $116,994.5 | 35.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,502 | $644,685.08 | $1.03M | $380,942.74 | 59.09% |
Gary M. Coon Finer Wealth Management Inc. | 7,987 | $1.13M | $1.49M | $357,091.49 | 31.55% |
Edward Lowndes Angeles Wealth Management LLC | 237 | $39,763.65 | $44,179.17 | $4,415.52 | 11.1% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 187 | $24,550.96 | $34,858.67 | $10,307.71 | 41.98% |
Brad Saenz Coastwise Capital Group LLC | 3,123 | $397,730.5 | $582,158.43 | $184,427.93 | 46.37% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,003 | $415,921.52 | $559,789.23 | $143,867.71 | 34.59% |
Mark Mowrey Signature Resources Capital Management LLC | 32 | $6,086 | $5,965.12 | -$120.88 | -1.99% |
Rachel Faulk Cape Investment Advisory Inc. | 654 | $124,396 | $125,437.2 | $1,041.2 | 0.84% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 74 | $9,715.46 | $14,853.28 | $5,137.82 | 52.88% |
Mariana Coli Dunhill Financial LLC | 153 | $20,265.04 | $30,249.63 | $9,984.59 | 49.27% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 62 | $10,463.75 | $11,557.42 | $1,093.67 | 10.45% |
Bert D. Barre Colonial Trust Co. / SC | 8,302 | $987,585.12 | $1.66M | $670,656.36 | 67.91% |
Loni Adams Daymark Wealth Partners LLC | 1,376 | $235,440.45 | $256,500.16 | $21,059.71 | 8.94% |
Brian Matter Creative Capital Management Investments LLC | 68 | $8,602.68 | $12,675.88 | $4,073.2 | 47.35% |