| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 156 | $13,160.83 | $26,906.88 | $13,746.05 | 104.45% |
Belena Vincetti Fortis Capital Advisors LLC | 4,869 | $562,860.35 | $839,805.12 | $276,944.77 | 49.2% |
| PDH Patrick D. Hayes Canopy Partners LLC | 1,207 | $173,168.29 | $208,183.36 | $35,015.07 | 20.22% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,621 | $278,870.36 | $279,590.08 | $719.72 | 0.26% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,969 | $809,961.31 | $1.2M | $392,051.81 | 48.4% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1 | $172 | $172.48 | $0.48 | 0.28% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 5,946 | $364,734.13 | $1.03M | $660,831.95 | 181.18% |
Ashley Buboltz Moran Wealth Management LLC | 9,843 | $1.11M | $1.7M | $588,409.74 | 53.04% |
Jeffrey Rosenthal Viawealth LLC | 4,380 | $293,722.97 | $755,462.4 | $461,739.43 | 157.2% |
Kevin Kroskey True Wealth Design LLC | 6 | $560.87 | $1,034.88 | $474.01 | 84.51% |
Jill Batley Gateway Wealth Partners LLC | 1,418 | $244,139.9 | $244,576.64 | $436.74 | 0.18% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 3,269 | $411,175.34 | $563,837.12 | $152,661.78 | 37.13% |
| PIL PFG Investments LLC PFG Investments LLC | 1,605 | $276,122.59 | $276,830.4 | $707.81 | 0.26% |
| DD Damir Durkovic Entropy Technologies, LP | 24,545 | $4.22M | $4.23M | $10,308.9 | 0.24% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 18 | $3,137 | $3,104.64 | -$32.36 | -1.03% |
Alexandra Stickelman Root Financial Partners, LLC | 527 | $78,563.43 | $90,896.96 | $12,333.53 | 15.7% |
Benjamin J. Jones National Wealth Management Group, LLC | 5,726 | $821,549.3 | $987,620.48 | $166,071.18 | 20.21% |
Courtney Holt Compound Planning, Inc. | 8,566 | $887,619.99 | $1.48M | $589,843.69 | 66.45% |
Katherine Stoner Empower Advisory Group, LLC | 682,807 | $57.33M | $117.77M | $60.44M | 105.43% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,210 | $88,984.6 | $208,700.8 | $119,716.2 | 134.54% |