| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Pappas Cottonwood Capital Advisors LLC | 12,822 | $839,933.96 | $1.19M | $345,267.61 | 41.11% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 2,400 | $217,128 | $222,324 | $5,196 | 2.39% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 600 | $31,506 | $55,422 | $23,916 | 75.91% |
Barry Oliver Capital Performance Advisors LLP | 5,018 | $417,278.16 | $461,354.92 | $44,076.76 | 10.56% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 2,220 | $200,843.4 | $205,294.5 | $4,451.1 | 2.22% |
Jonathan Yarger Yarger Wealth Strategies LLC | 2,860 | $203,517.87 | $261,089.4 | $57,571.53 | 28.29% |
Tyler Glazier New Millennium Group LLC | 60 | $3,912.6 | $5,477.4 | $1,564.8 | 39.99% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 5,758 | $395,651.74 | $532,327.1 | $136,675.36 | 34.54% |
Kristen Williams Athena Investment Management | 3,345 | $221,773.5 | $305,365.05 | $83,591.55 | 37.69% |
| CMD Chris M. Denholm Objective Capital Management LLC | 5,869 | $377,770.77 | $543,674.81 | $165,904.04 | 43.92% |
Scott Williams Investmark Advisory Group LLC | 6,235 | $401,099.12 | $569,193.15 | $168,094.03 | 41.91% |
Timothy Low Forte Asset Management LLC | 46,227 | $3.96M | $4.27M | $307,299.76 | 7.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,683 | $192,876.37 | $248,204.33 | $55,327.96 | 28.69% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 462 | $36,290.1 | $42,771.96 | $6,481.86 | 17.86% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,499 | $936,868.1 | $958,453.71 | $21,585.61 | 2.3% |
Bert D. Barre Colonial Trust Co. / SC | 105 | $5,513.55 | $9,703.57 | $4,190.02 | 75.99% |
Victoria Latham Fiduciary Alliance LLC | 2,740 | $235,411.01 | $250,134.6 | $14,723.59 | 6.25% |
Jessica Thayer Unique Wealth LLC | 66,997 | $6.01M | $6.16M | $145,762.97 | 2.42% |
Scott Register Register Financial Advisors LLC | 4,589 | $277,906.56 | $418,929.81 | $141,023.25 | 50.74% |
Bree Pate Olisti Co. Wealth LLC | 69 | $6,204 | $6,299.01 | $95.01 | 1.53% |