| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 262 | $15,264 | $15,793.36 | $529.36 | 3.47% |
Bert D. Barre Colonial Trust Co. / SC | 854 | $32,016.46 | $51,453.5 | $19,437.04 | 60.71% |
Moises Valladares Insigneo Advisory Services LLC | 10,868 | $472,430.62 | $657,622.68 | $185,192.06 | 39.2% |
Jeffrey Steele Silverlake Wealth Management LLC | 9,452 | $392,841.06 | $550,484.48 | $157,643.42 | 40.13% |
Jill Batley Gateway Wealth Partners LLC | 5,954 | $312,334 | $346,760.96 | $34,426.96 | 11.02% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 48,722 | $1.9M | $2.84M | $940,442.26 | 49.57% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,720 | $508,014 | $507,852.8 | -$161.2 | -0.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,360 | $606,158.04 | $661,606.4 | $55,448.36 | 9.15% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 6,193 | $360,799 | $372,942.46 | $12,143.46 | 3.37% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 16,509 | $837,996.84 | $961,484.16 | $123,487.32 | 14.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,777 | $154,353.21 | $161,732.48 | $7,379.27 | 4.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 117,475 | $5.94M | $6.84M | $906,404.3 | 15.27% |
Owen McCabe Tyche Wealth Partners LLC | 292,286 | $13.47M | $17.02M | $3.55M | 26.39% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,795 | $124,414 | $162,780.8 | $38,366.8 | 30.84% |
One Degree Advisors Inc. One Degree Advisors Inc | 40,915 | $2.14M | $2.38M | $242,667.56 | 11.34% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 160 | $8,394 | $9,318.4 | $924.4 | 11.01% |
Kayla Tweedy JBR Co Financial Management Inc | 11,381 | $492,455.87 | $662,829.44 | $170,373.57 | 34.6% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,150 | $241,779 | $241,696 | -$83 | -0.03% |
| HAS Hayley A. Snell LRI Investments, LLC | 300 | $14,253.04 | $17,472 | $3,218.96 | 22.58% |
Grant Carroll Strategic Financial Partners, Ltd. | 21,351 | $686,564.81 | $1.24M | $556,917.43 | 81.12% |