| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 1,554 | $205,891.66 | $362,113.08 | $156,221.42 | 75.88% |
Loni Adams Daymark Wealth Partners LLC | 999 | $213,415.14 | $233,466.3 | $20,051.16 | 9.4% |
Brian Matter Creative Capital Management Investments LLC | 22 | $5,242.16 | $5,116.76 | -$125.4 | -2.39% |
Jeffrey D. Munjack JDM Financial Group LLC | 27 | $5,729.94 | $6,208.92 | $478.98 | 8.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 17 | $3,506 | $3,978.17 | $472.17 | 13.47% |
Amy Hart Phillips Wealth Planners LLC | 1,182 | $226,417.15 | $273,810.29 | $47,393.14 | 20.93% |
Timothy J. Videnka Forza Wealth Management LLC | 3,272 | $523,666.99 | $757,958.77 | $234,291.78 | 44.74% |
Steve Alexandrowski GEM Asset Management LLC | 916 | $218,308 | $213,043.28 | -$5,264.72 | -2.41% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,341 | $284,664.84 | $308,376.36 | $23,711.52 | 8.33% |
Dean Pelos Commonwealth Retirement Investments LLC | 100 | $23,828 | $22,996 | -$832 | -3.49% |
David Bach River Street Advisors LLC | 5,644 | $820,418.34 | $1.31M | $487,014.2 | 59.36% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,064 | $438,022 | $474,637.46 | $36,615.46 | 8.36% |
Ashley Buboltz Moran Wealth Management LLC | 51,237 | $7.87M | $11.78M | $3.92M | 49.76% |
David Smith Linden Thomas Advisory Services LLC | 8,274 | $1.44M | $1.9M | $464,054.65 | 32.26% |
Ira Ravitz Beverly Hills Private Wealth LLC | 8,479 | $1.69M | $1.96M | $270,712.47 | 15.99% |
Vickie Chrisman LMG Wealth Partners LLC | 10,689 | $1.59M | $2.48M | $889,180.59 | 56.03% |
Paul B. Ordonio Park Place Capital Corp. | 177 | $25,239.05 | $41,259.58 | $16,020.53 | 63.48% |
Kevin Kroskey True Wealth Design LLC | 251 | $55,163.14 | $58,377.58 | $3,214.44 | 5.83% |
Jill Batley Gateway Wealth Partners LLC | 1,546 | $326,800.64 | $360,728.18 | $33,927.54 | 10.38% |
| JC Jared Calvert Buck Wealth Strategies LLC | 108 | $25,748 | $25,167.78 | -$580.22 | -2.25% |