| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 209 | $29,182.64 | $43,516.93 | $14,334.29 | 49.12% |
Brad Saenz Coastwise Capital Group LLC | 3,123 | $397,730.5 | $636,873.39 | $239,142.89 | 60.13% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,003 | $415,921.52 | $610,825.21 | $194,903.69 | 46.86% |
Mark Mowrey Signature Resources Capital Management LLC | 32 | $6,086 | $6,455.68 | $369.68 | 6.07% |
Rachel Faulk Cape Investment Advisory Inc. | 645 | $122,684.13 | $133,779.45 | $11,095.32 | 9.04% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 74 | $9,715.46 | $14,940.6 | $5,225.14 | 53.78% |
Mariana Coli Dunhill Financial LLC | 153 | $20,265.04 | $31,733.73 | $11,468.69 | 56.59% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 58 | $9,788.67 | $11,715.42 | $1,926.75 | 19.68% |
Bert D. Barre Colonial Trust Co. / SC | 8,302 | $987,585.12 | $1.73M | $744,046.04 | 75.34% |
Victoria Latham Fiduciary Alliance LLC | 13,688 | $2.88M | $2.77M | -$116,018.16 | -4.03% |
Loni Adams Daymark Wealth Partners LLC | 1,376 | $235,440.45 | $277,965.76 | $42,525.31 | 18.06% |
Brian Matter Creative Capital Management Investments LLC | 68 | $8,602.68 | $14,109.32 | $5,506.64 | 64.01% |
Michael Snyder Beaumont Financial Advisors LLC | 8,418 | $1.11M | $1.71M | $598,188.02 | 53.95% |
Erik Brenner Hilltop Partners LLC | 1,056 | $200,909 | $215,899.2 | $14,990.2 | 7.46% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,238 | $208,937 | $257,640.18 | $48,703.18 | 23.31% |
Christopher Casanega Sharper & Granite LLC | 5,099 | $671,690.85 | $1.06M | $392,827.38 | 58.48% |
Jeffrey D. Munjack JDM Financial Group LLC | 121 | $15,886.09 | $24,491.61 | $8,605.52 | 54.17% |
| BG Becki Goebel TCP Asset Management LLC | 1,214 | $205,102.2 | $246,223.48 | $41,121.28 | 20.05% |
Lucas Mosher SP Asset Management LLC | 41,213 | $5.43M | $8.4M | $2.97M | 54.66% |
Sue Oleari Trifecta Capital Advisors LLC | 300 | $40,326.25 | $60,615 | $20,288.75 | 50.31% |