| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 23 | $5,839.34 | $7,518.47 | $1,679.13 | 28.76% |
Loni Adams Daymark Wealth Partners LLC | 823 | $221,085.94 | $263,310.62 | $42,224.68 | 19.1% |
Brian Matter Creative Capital Management Investments LLC | 13 | $3,921.97 | $4,274.4 | $352.43 | 8.99% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,560 | $454,745.58 | $512,927.98 | $58,182.4 | 12.79% |
Jeffrey D. Munjack JDM Financial Group LLC | 12 | $3,192.72 | $3,894.84 | $702.12 | 21.99% |
Steve Alexandrowski GEM Asset Management LLC | 1,040 | $247,256.67 | $341,816.8 | $94,560.13 | 38.24% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,717 | $1.72M | $1.85M | $126,356.09 | 7.33% |
Andrew Lewis Genesis Private Wealth LLC | 911 | $207,123.59 | $297,960.77 | $90,837.18 | 43.86% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,000 | $402,071.73 | $647,540 | $245,468.27 | 61.05% |
Paul B. Ordonio Park Place Capital Corp. | 36 | $8,019.86 | $11,764.8 | $3,744.94 | 46.7% |
Kevin Kroskey True Wealth Design LLC | 181 | $50,950.91 | $59,512.8 | $8,561.89 | 16.8% |
Lison Couture iA Global Asset Management Inc. | 3,345 | $918,292.68 | $1.08M | $163,212.72 | 17.77% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 246 | $76,360.79 | $80,658.48 | $4,297.69 | 5.63% |
Staci Compagno Portside Wealth Group, LLC | 806 | $243,162 | $260,491.14 | $17,329.14 | 7.13% |
Courtney Holt Compound Planning, Inc. | 985 | $219,810.28 | $320,908.57 | $101,098.29 | 45.99% |
Ian Wang Plato Investment Management Ltd | 19 | $4,057.98 | $6,140.61 | $2,082.63 | 51.32% |
John Shanley Aspect Partners, LLC | 31 | $9,154.29 | $10,007.73 | $853.44 | 9.32% |
Tony Macafee UniSuper Management Pty Ltd | 4,937 | $1.11M | $1.6M | $489,645.76 | 44.28% |
Alisha Arvold Christopher J. Hasenberg, Inc | 168 | $46,122.34 | $54,685.68 | $8,563.34 | 18.57% |
Norden Group LLC NORDEN GROUP LLC | 1,331 | $316,878.45 | $425,707.04 | $108,828.59 | 34.34% |