| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 6,392 | $472,235.5 | $1.06M | $582,955.87 | 123.45% |
Marc H. Stone Tyler-Stone Wealth Management | 12,572 | $1.12M | $2.02M | $898,301.14 | 79.94% |
Dalila Toledo Ascent Group LLC | 7,931 | $778,973.93 | $1.26M | $484,830.92 | 62.24% |
| EM Erin Mccann Simplicity Wealth LLC | 6,360 | $796,317.6 | $1.04M | $243,383.4 | 30.56% |
Patrick O'Connell Security Financial Services Inc. | 12,608 | $687,760.02 | $2.03M | $1.34M | 195.3% |
Michael Byun SageView Advisory Group LLC | 2,738 | $281,546.87 | $437,833.58 | $156,286.71 | 55.51% |
Mark Fiskio Empirical Asset Management LLC | 10,289 | $1M | $1.65M | $643,297.3 | 64.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,199 | $207,904.4 | $362,285.25 | $154,380.85 | 74.26% |
Angela Cox W Advisors LLC | 1,640 | $268,271.2 | $265,311 | -$2,960.2 | -1.1% |
Kevin Zemann WealthPlan Investment Management LLC | 3,137 | $354,054.88 | $516,820.75 | $162,765.87 | 45.97% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 956 | $121,529.06 | $156,425.5 | $34,896.44 | 28.71% |
| TD Teresa Douberly Ridgeline Wealth LLC | 4,889 | $499,098.49 | $788,229.02 | $289,130.53 | 57.93% |
Rachel Faulk Cape Investment Advisory Inc. | 4,318 | $429,018.42 | $711,390.5 | $282,372.08 | 65.82% |
Mariana Coli Dunhill Financial LLC | 93 | $6,853.43 | $15,321.75 | $8,468.32 | 123.56% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,251 | $204,639 | $201,142.03 | -$3,496.97 | -1.71% |
Bert D. Barre Colonial Trust Co. / SC | 700 | $32,669 | $114,716 | $82,047 | 251.15% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,650 | $269,907 | $264,899.25 | -$5,007.75 | -1.86% |
Jessica Thayer Unique Wealth LLC | 9,143 | $889,967.35 | $1.45M | $564,683.95 | 63.45% |
Brian Matter Creative Capital Management Investments LLC | 13,917 | $2.26M | $2.29M | $28,429.93 | 1.26% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 99,967 | $9.9M | $16.32M | $6.42M | 64.83% |