| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 3 | $872 | $872.22 | $0.22 | 0.03% |
Bert D. Barre Colonial Trust Co. / SC | 1,101 | $204,285.27 | $318,981.72 | $114,696.45 | 56.15% |
Daniel Guy Ethos Financial Group LLC | 656 | $200,230.39 | $181,751.36 | -$18,479.03 | -9.23% |
Victoria Latham Fiduciary Alliance LLC | 2,776 | $694,073.78 | $769,118.55 | $75,044.77 | 10.81% |
Loni Adams Daymark Wealth Partners LLC | 28,281 | $5.89M | $7.84M | $1.94M | 32.99% |
Brian Matter Creative Capital Management Investments LLC | 1,228 | $257,164.72 | $340,229.68 | $83,064.96 | 32.3% |
Michael Snyder Beaumont Financial Advisors LLC | 607 | $209,365 | $168,175.42 | -$41,189.58 | -19.67% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,778 | $1.54M | $2.26M | $723,518.18 | 47.05% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,610 | $350,333.59 | $446,066.6 | $95,733.01 | 27.33% |
| BP Brett Pohl Kingdom Financial Group LLC | 57 | $16,751.12 | $16,331.64 | -$419.48 | -2.5% |
Sue Oleari Trifecta Capital Advisors LLC | 16,348 | $3.79M | $4.53M | $735,539.75 | 19.39% |
Scott Register Register Financial Advisors LLC | 1,177 | $406,062.93 | $326,099.62 | -$79,963.31 | -19.69% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,989 | $443,836.71 | $578,281.86 | $134,445.15 | 30.29% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,362 | $305,526.47 | $377,355.72 | $71,829.25 | 23.51% |
Timothy J. Videnka Forza Wealth Management LLC | 1,931 | $408,230.25 | $535,002.86 | $126,772.61 | 31.05% |
Amy Ardeel Icon Wealth Advisors LLC | 861 | $205,171.83 | $245,643.29 | $40,471.46 | 19.73% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2 | $690.3 | $570.6 | -$119.7 | -17.34% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,484 | $309,374.59 | $411,157.04 | $101,782.45 | 32.9% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,115 | $233,832.69 | $319,469.79 | $85,637.1 | 36.62% |
Darren Tapley New England Capital Financial Advisors LLC | 300 | $87,303 | $83,118 | -$4,185 | -4.79% |