| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David T. Morgan High Net Worth Advisory Group LLC | 9,523 | $769,803.52 | $896,209.53 | $126,406.01 | 16.42% |
Mark Fiskio Empirical Asset Management LLC | 2,613 | $224,860.61 | $244,485.34 | $19,624.73 | 8.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,849 | $983,897.46 | $1.22M | $240,226.77 | 24.42% |
Kevin Zemann WealthPlan Investment Management LLC | 278,301 | $25.22M | $26.51M | $1.3M | 5.15% |
Vito Collacuro Sutton Place Investors LLC | 11,286 | $733,232.1 | $1.07M | $333,881.77 | 45.54% |
Rodrigo Diaz Plan Group Financial LLC | 3,892 | $361,009.15 | $365,126.03 | $4,116.88 | 1.14% |
Mark Mowrey Signature Resources Capital Management LLC | 46 | $4,535 | $4,287.2 | -$247.8 | -5.46% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 21,094 | $1.81M | $1.98M | $170,491.58 | 9.42% |
Lukas Lindgren Abound Wealth Management | 48 | $4,057.06 | $4,579.92 | $522.86 | 12.89% |
Bert D. Barre Colonial Trust Co. / SC | 3,287 | $272,595.7 | $312,659.44 | $40,063.74 | 14.7% |
Loni Adams Daymark Wealth Partners LLC | 364,062 | $25.36M | $33.93M | $8.57M | 33.8% |
Jessica Thayer Unique Wealth LLC | 16,005 | $1.39M | $1.49M | $105,328.37 | 7.6% |
Michael Snyder Beaumont Financial Advisors LLC | 98,027 | $8.52M | $9.19M | $664,433.46 | 7.8% |
Andy Peters Goldstein Advisors LLC | 722,475 | $50.97M | $68.83M | $17.86M | 35.03% |
Helen Semus Semus Wealth Partners LLC | 22,901 | $1.58M | $2.19M | $607,334.31 | 38.49% |
Michael Radoff LGT Financial Advisors LLC | 458 | $35,898.98 | $43,070.32 | $7,171.34 | 19.98% |
Paul B. Ordonio Park Place Capital Corp. | 5,107 | $392,626.16 | $485,879.98 | $93,253.82 | 23.75% |
Jill Batley Gateway Wealth Partners LLC | 6,137 | $518,666.8 | $571,354.7 | $52,687.9 | 10.16% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 2,856 | $263,571.06 | $272,297.89 | $8,726.83 | 3.31% |
| PIL PFG Investments LLC PFG Investments LLC | 2,895 | $251,634.86 | $275,488.2 | $23,853.34 | 9.48% |