| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 4,713 | $237,080.87 | $255,774.51 | $18,693.64 | 7.88% |
Jeffrey Gilbert Balboa Wealth Partners | 9,668 | $389,802.08 | $517,238 | $127,435.92 | 32.69% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,203 | $47,623.86 | $65,563.5 | $17,939.64 | 37.67% |
Rodrigo Diaz Plan Group Financial LLC | 3,967 | $193,816.8 | $213,305.59 | $19,488.79 | 10.06% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 8,583 | $458,906.84 | $459,190.5 | $283.66 | 0.06% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,638 | $376,166.23 | $355,133 | -$21,033.23 | -5.59% |
Lukas Lindgren Abound Wealth Management | 20 | $1,064 | $1,085.6 | $21.6 | 2.03% |
Bert D. Barre Colonial Trust Co. / SC | 2,240 | $94,307.2 | $122,057.6 | $27,750.4 | 29.43% |
Belena Vincetti Fortis Capital Advisors LLC | 15,030 | $631,668.25 | $804,105 | $172,436.75 | 27.3% |
| BP Brett Pohl Kingdom Financial Group LLC | 318 | $19,093.65 | $17,418.45 | -$1,675.2 | -8.77% |
Amy Ardeel Icon Wealth Advisors LLC | 10,000 | $528,043.78 | $535,000 | $6,956.22 | 1.32% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 260 | $13,769.61 | $14,110.2 | $340.59 | 2.47% |
| NH Nathaniel Holden Core Wealth Partners LLC | 5,408 | $213,400 | $290,788.16 | $77,388.16 | 36.26% |
| PIL PFG Investments LLC PFG Investments LLC | 13,597 | $657,392.99 | $739,540.83 | $82,147.84 | 12.5% |
| JC Jared Calvert Buck Wealth Strategies LLC | 70 | $3,613 | $3,803.8 | $190.8 | 5.28% |
| DD Damir Durkovic Entropy Technologies, LP | 28,562 | $1.51M | $1.56M | $49,983.84 | 3.3% |
Driton Bilali Ilex Capital Partners (UK) LLP | 73,207 | $3.8M | $3.92M | $118,595.5 | 3.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,622 | $150,298.69 | $140,277 | -$10,021.69 | -6.67% |
Kristy DeJarnette Financial Security Advisor, Inc. | 14,050 | $629,058.34 | $751,675 | $122,616.66 | 19.49% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,100 | $307,989 | $331,047 | $23,058 | 7.49% |