| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Miller Kraft, Davis & Associates LLC | 23,557 | $1.83M | $2.15M | $319,248.45 | 17.4% |
Timothy Gerlach Novem Group | 7,579 | $623,194.3 | $687,718.46 | $64,524.16 | 10.35% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,997 | $786,325.34 | $997,097.99 | $210,772.65 | 26.8% |
Kevin Zemann WealthPlan Investment Management LLC | 65,762 | $5.2M | $5.87M | $670,979.68 | 12.91% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 64 | $5,297.28 | $5,807.04 | $509.76 | 9.62% |
Mark Mowrey Signature Resources Capital Management LLC | 314 | $20,275 | $28,522.19 | $8,247.19 | 40.68% |
G. Andrew Quinn AJ Advisors LLC | 462,543 | $30.59M | $42.01M | $11.41M | 37.31% |
Bert D. Barre Colonial Trust Co. / SC | 28,601 | $2.15M | $2.59M | $442,257.26 | 20.59% |
Jessica Thayer Unique Wealth LLC | 7,902 | $701,382 | $717,778.17 | $16,396.17 | 2.34% |
Amy Ardeel Icon Wealth Advisors LLC | 9,358 | $730,519.94 | $849,378.87 | $118,858.93 | 16.27% |
Dean Pelos Commonwealth Retirement Investments LLC | 465 | $40,887 | $42,205.72 | $1,318.72 | 3.23% |
Kyle Kelley Family Capital Management Inc. | 17,944 | $1.28M | $1.63M | $351,052.38 | 27.53% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 4,643 | $320,420.4 | $420,609.37 | $100,188.97 | 31.27% |
| PIL PFG Investments LLC PFG Investments LLC | 9,541 | $808,108.09 | $864,653.12 | $56,545.03 | 7% |
| CWL Channel Wealth LLC Channel Wealth LLC | 2,719 | $239,082 | $248,353.46 | $9,271.46 | 3.88% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 12,833 | $807,194.72 | $1.17M | $358,490.83 | 44.41% |
John Shanley Aspect Partners, LLC | 7,387 | $477,234.26 | $671,219.75 | $193,985.49 | 40.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,948 | $827,232.22 | $900,294 | $73,061.78 | 8.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,194 | $261,362.86 | $285,096.44 | $23,733.58 | 9.08% |
Peter David N Soliman Second Line Capital, LLC | 4,437 | $297,245.65 | $405,231.21 | $107,985.56 | 36.33% |