| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,647 | $426,868.45 | $718,495.47 | $291,627.02 | 68.32% |
Bert D. Barre Colonial Trust Co. / SC | 4,000 | $451,301.15 | $785,040 | $333,738.85 | 73.95% |
Loni Adams Daymark Wealth Partners LLC | 1,500 | $220,980 | $296,565 | $75,585 | 34.2% |
Holly Skipper Verum Partners LLC | 16,329 | $1.98M | $3.25M | $1.27M | 64.46% |
Belena Vincetti Fortis Capital Advisors LLC | 1,878 | $299,716.26 | $370,341.6 | $70,625.34 | 23.56% |
Patrick D. Hayes Canopy Partners LLC | 2,885 | $299,926.79 | $570,941.5 | $271,014.71 | 90.36% |
Sheryl Stephens Stephens Consulting LLC | 26 | $4,433 | $5,117.84 | $684.84 | 15.45% |
Dennis Wallace Fortune Financial Advisors LLC | 3,800 | $614,764 | $757,169 | $142,405 | 23.16% |
Amy Hart Phillips Wealth Planners LLC | 2,382 | $237,439.36 | $473,303.4 | $235,864.04 | 99.34% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,096 | $433,266.36 | $412,241.28 | -$21,025.08 | -4.85% |
Jonathan Seed Seed Wealth Management Inc. | 1,250 | $213,113 | $245,800 | $32,687 | 15.34% |
Dean Pelos Commonwealth Retirement Investments LLC | 109 | $22,560 | $21,494.8 | -$1,065.2 | -4.72% |
Kyle Kelley Family Capital Management Inc. | 2,168 | $385,964.01 | $426,423.92 | $40,459.91 | 10.48% |
| LK Lenny Kisin Applied Capital LLC/FL | 16,197 | $1.53M | $3.18M | $1.65M | 107.95% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 25,051 | $2.85M | $4.94M | $2.09M | 73.29% |
Paul B. Ordonio Park Place Capital Corp. | 344 | $32,342.88 | $67,613.2 | $35,270.32 | 109.05% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,114 | $230,609 | $219,875.75 | -$10,733.25 | -4.65% |
Kevin Kroskey True Wealth Design LLC | 418 | $66,259.53 | $82,212.24 | $15,952.71 | 24.08% |
Jill Batley Gateway Wealth Partners LLC | 3,284 | $531,280.78 | $648,869.14 | $117,588.36 | 22.13% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 4,520 | $434,803.56 | $898,711.6 | $463,908.04 | 106.69% |