| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 370 | $32,019.8 | $39,436.45 | $7,416.65 | 23.16% |
Daniel Forbes Forbes Financial Planning Inc. | 2,859 | $252,195.08 | $304,197.6 | $52,002.52 | 20.62% |
| EM Erin Mccann Simplicity Wealth LLC | 2,860 | $327,784.6 | $305,133.4 | -$22,651.2 | -6.91% |
David T. Morgan High Net Worth Advisory Group LLC | 6,400 | $557,927 | $689,824 | $131,897 | 23.64% |
Mark Fiskio Empirical Asset Management LLC | 4,260 | $370,597.4 | $453,647.4 | $83,050 | 22.41% |
Timothy Low Forte Asset Management LLC | 43,100 | $4.51M | $4.59M | $80,961.29 | 1.79% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,466 | $482,382.84 | $582,620.94 | $100,238.1 | 20.78% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 50 | $5,361.57 | $5,333 | -$28.57 | -0.53% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 6,871 | $697,364.1 | $733,307.47 | $35,943.37 | 5.15% |
Bert D. Barre Colonial Trust Co. / SC | 600 | $51,924 | $63,966 | $12,042 | 23.19% |
Victoria Latham Fiduciary Alliance LLC | 4,521 | $465,866.52 | $481,441.29 | $15,574.77 | 3.34% |
Dean Pelos Commonwealth Retirement Investments LLC | 131 | $15,014 | $13,950.19 | -$1,063.81 | -7.09% |
| SM Sarah Moore BOS Asset Management LLC | 18,045 | $1.59M | $1.94M | $347,849.5 | 21.81% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 940 | $101,859 | $101,369.6 | -$489.4 | -0.48% |
| JC Jared Calvert Buck Wealth Strategies LLC | 7,130 | $817,203 | $760,129.3 | -$57,073.7 | -6.98% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 356 | $29,103 | $37,946.04 | $8,843.04 | 30.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,169 | $228,791.2 | $230,976.81 | $2,185.61 | 0.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,055 | $912,529.2 | $858,582.45 | -$53,946.75 | -5.91% |
Owen McCabe Tyche Wealth Partners LLC | 1,746 | $202,728 | $188,087.85 | -$14,640.15 | -7.22% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 55 | $5,751 | $5,852.27 | $101.27 | 1.76% |