| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas P. Mullooly Mullooly Asset Management Inc. | 2,930 | $449,218.21 | $734,404.47 | $285,186.26 | 63.49% |
Matthew Zienty Cardinal Point Capital Management ULC | 8,780 | $1.68M | $2.1M | $420,527.6 | 24.98% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,006 | $1.29M | $1.44M | $152,341.25 | 11.84% |
Jill Grimes Centurion Wealth Management LLC | 3,109 | $653,652.12 | $745,102.94 | $91,450.82 | 13.99% |
Brian Dechow SWAN Capital LLC | 122 | $25,853.78 | $30,697.64 | $4,843.86 | 18.74% |
Bert D. Barre Colonial Trust Co. / SC | 173 | $23,076.16 | $43,445.49 | $20,369.33 | 88.27% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,312 | $560,475 | $554,093.92 | -$6,381.08 | -1.14% |
Victoria Latham Fiduciary Alliance LLC | 1,830 | $253,621.73 | $438,577.8 | $184,956.07 | 72.93% |
Loni Adams Daymark Wealth Partners LLC | 1,550 | $300,796.13 | $371,473 | $70,676.87 | 23.5% |
Jessica Thayer Unique Wealth LLC | 13,934 | $2.94M | $3.34M | $396,709.31 | 13.48% |
Michael Snyder Beaumont Financial Advisors LLC | 2,265 | $381,784.81 | $542,829.9 | $161,045.09 | 42.18% |
Erik Brenner Hilltop Partners LLC | 944 | $228,845 | $236,613.59 | $7,768.59 | 3.39% |
Holly Skipper Verum Partners LLC | 1,107 | $268,473 | $265,303.62 | -$3,169.38 | -1.18% |
Belena Vincetti Fortis Capital Advisors LLC | 961 | $232,966 | $230,313.26 | -$2,652.74 | -1.14% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,496 | $173,857.36 | $375,795.2 | $201,937.84 | 116.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,386 | $512,184.64 | $598,289.5 | $86,104.86 | 16.81% |
Stephen Smith Kestra Investment Management LLC | 1,406 | $340,960 | $352,413.89 | $11,453.89 | 3.36% |
Scott Register Register Financial Advisors LLC | 2,949 | $449,281.88 | $706,757.34 | $257,475.46 | 57.31% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,470 | $1.04M | $1.88M | $842,819.59 | 81.29% |
Timothy J. Videnka Forza Wealth Management LLC | 1,210 | $253,205 | $289,988.6 | $36,783.6 | 14.53% |