| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 8,516 | $340,606.93 | $481,750.12 | $141,143.19 | 41.44% |
Brian Levy West Wealth Group LLC | 4,707 | $218,540.69 | $268,251.93 | $49,711.24 | 22.75% |
Timothy Low Forte Asset Management LLC | 80,085 | $4.37M | $4.52M | $150,942.75 | 3.46% |
Christopher Warner WARNER FINANCIAL Inc. | 30,403 | $1.15M | $1.73M | $581,692.76 | 50.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,961 | $1.5M | $2.03M | $531,816.57 | 35.42% |
Jeffrey Gilbert Balboa Wealth Partners | 12,766 | $619,912.96 | $724,853.48 | $104,940.52 | 16.93% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,132 | $113,566 | $176,707.44 | $63,141.44 | 55.6% |
| TD Teresa Douberly Ridgeline Wealth LLC | 4,362 | $201,918.64 | $248,590.38 | $46,671.74 | 23.11% |
Rachel Faulk Cape Investment Advisory Inc. | 64 | $4,035 | $3,620.48 | -$414.52 | -10.27% |
Mariana Coli Dunhill Financial LLC | 390 | $23,843.34 | $22,062.3 | -$1,781.04 | -7.47% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 16,713 | $955,983.82 | $942,780.33 | -$13,203.49 | -1.38% |
Bert D. Barre Colonial Trust Co. / SC | 1,330 | $73,799.45 | $75,065.2 | $1,265.75 | 1.72% |
Victoria Latham Fiduciary Alliance LLC | 7,108 | $420,753.91 | $403,592.24 | -$17,161.67 | -4.08% |
Jeffrey D. Munjack JDM Financial Group LLC | 86 | $4,241.98 | $4,898.99 | $657.01 | 15.49% |
Amy Ardeel Icon Wealth Advisors LLC | 7,901 | $365,775.27 | $449,329.87 | $83,554.6 | 22.84% |
Crystal McKeon TSA Wealth Managment LLC | 6,414 | $263,093.67 | $362,647.56 | $99,553.89 | 37.84% |
| SL Sarah Ludden Clifford Group LLC | 10,670 | $434,444.45 | $602,428.2 | $167,983.75 | 38.67% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,536 | $345,220.08 | $371,506.24 | $26,286.16 | 7.61% |
Jeffrey Steele Silverlake Wealth Management LLC | 34,557 | $1.54M | $1.97M | $427,138.66 | 27.76% |
Gregory Turcotte Alpha Financial Partners LLC | 21,639 | $1.01M | $1.22M | $209,322.85 | 20.64% |