| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,881 | $123,401.16 | $201,268.66 | $77,867.5 | 63.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,887 | $231,581.82 | $305,358.69 | $73,776.87 | 31.86% |
Dominic Corabi Wedmont Private Capital | 10,291 | $507,034.67 | $538,579.48 | $31,544.81 | 6.22% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,967 | $283,347.89 | $364,617.94 | $81,270.05 | 28.68% |
Sara S. Alexander Sonora Investment Management Group LLC | 5,325 | $241,861.5 | $276,766.87 | $34,905.37 | 14.43% |
Bill McVay Red Tortoise LLC | 625 | $19,800 | $32,359.37 | $12,559.37 | 63.43% |
Allison Tronnes Forum Financial Management LP | 4,315 | $240,647.55 | $223,862.2 | -$16,785.35 | -6.98% |
William Jollie Quent Capital LLC | 317 | $14,540.79 | $16,686.88 | $2,146.09 | 14.76% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 12,740 | $606,549.9 | $666,620.5 | $60,070.6 | 9.9% |
Jeffrey Gilbert Balboa Wealth Partners | 3,859 | $215,216.43 | $200,243.51 | -$14,972.92 | -6.96% |
Mark Mowrey Signature Resources Capital Management LLC | 1 | $46 | $51.69 | $5.69 | 12.37% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 13,149 | $581,462.91 | $689,204.83 | $107,741.92 | 18.53% |
Rachel Faulk Cape Investment Advisory Inc. | 75 | $4,183 | $3,948 | -$235 | -5.62% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 240 | $9,972 | $12,416.4 | $2,444.4 | 24.51% |
Mariana Coli Dunhill Financial LLC | 379 | $14,348.21 | $19,950.56 | $5,602.35 | 39.05% |
Lukas Lindgren Abound Wealth Management | 920 | $27,194.06 | $48,433.4 | $21,239.34 | 78.1% |
Drew Phillips Fortitude Family Office LLC | 3,114 | $116,744.01 | $163,920.96 | $47,176.95 | 40.41% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,075 | $234,846.25 | $366,272.75 | $131,426.5 | 55.96% |
Bert D. Barre Colonial Trust Co. / SC | 320 | $11,996.8 | $16,769.6 | $4,772.8 | 39.78% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 266,421 | $9.72M | $14.03M | $4.3M | 44.23% |