| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 241,179 | $2.98M | $3.03M | $51,328.96 | 1.72% |
Bert D. Barre Colonial Trust Co. / SC | 8,018 | $93,316.9 | $99,663.74 | $6,346.84 | 6.8% |
Scott Register Register Financial Advisors LLC | 10,700 | $122,194 | $134,606 | $12,412 | 10.16% |
Jeffrey Hanson Breakwater Capital Group | 18,597 | $232,115.95 | $233,950.26 | $1,834.31 | 0.79% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 31,025 | $356,689.44 | $390,294.5 | $33,605.06 | 9.42% |
| PIL PFG Investments LLC PFG Investments LLC | 12,705 | $158,112.21 | $159,828.9 | $1,716.69 | 1.09% |
| CWL Channel Wealth LLC Channel Wealth LLC | 11,363 | $135,798.21 | $142,946.54 | $7,148.33 | 5.26% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 65,484 | $758,906.22 | $813,966.12 | $55,059.9 | 7.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 136,982 | $1.66M | $1.72M | $62,629.89 | 3.77% |
Jae Cho Marex Group plc | 13,000 | $160,030 | $162,500 | $2,470 | 1.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 33,000 | $392,790 | $415,140 | $22,350 | 5.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,577 | $204,018.91 | $208,538.66 | $4,519.75 | 2.22% |
Ann Keitner Quantum Portfolio Management LLC | 2,649 | $32,609 | $33,112.5 | $503.5 | 1.54% |
Joshua Stipcich Tidemark, LLC | 240 | $2,938 | $3,016.8 | $78.8 | 2.68% |
Ashley Meredith Abel Hall, LLC | 76,000 | $936,700 | $956,080 | $19,380 | 2.07% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,325 | $16,006 | $16,668.5 | $662.5 | 4.14% |
Lee Larson Everstar Asset Management, LLC | 16,225 | $185,289.5 | $204,110.5 | $18,821 | 10.16% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 15,294 | $188,811.1 | $192,398.52 | $3,587.42 | 1.9% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 229 | $2,855.63 | $2,880.82 | $25.19 | 0.88% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 998,062 | $13.07M | $12.48M | -$593,338.79 | -4.54% |