| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 1,184 | $41,053.68 | $40,753.28 | -$300.4 | -0.73% |
Brian Matter Creative Capital Management Investments LLC | 1,337 | $37,502.85 | $46,193.35 | $8,690.5 | 23.17% |
Michael Snyder Beaumont Financial Advisors LLC | 59,073 | $1.3M | $2.02M | $725,772.99 | 55.94% |
Erik Brenner Hilltop Partners LLC | 30,868 | $683,197.46 | $1.07M | $382,983.26 | 56.06% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 8,670 | $155,420.64 | $300,545.55 | $145,124.91 | 93.38% |
Belena Vincetti Fortis Capital Advisors LLC | 31,896 | $919,747 | $1.09M | $171,255.68 | 18.62% |
Jeffrey D. Munjack JDM Financial Group LLC | 517 | $12,221.79 | $17,722.76 | $5,500.97 | 45.01% |
Sheryl Stephens Stephens Consulting LLC | 1,718 | $36,134.39 | $58,600.98 | $22,466.59 | 62.18% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 33,988 | $751,047.73 | $1.16M | $409,982.35 | 54.59% |
Kevin Gray Lodestar Private Asset Management LLC | 494,924 | $12.71M | $17.01M | $4.3M | 33.84% |
John J. Edwards Breed's Hi LLCapital LLC | 116,217 | $2.94M | $4.03M | $1.09M | 37.08% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 57,885 | $1.5M | $1.99M | $489,549.79 | 32.72% |
Matthew Keyes Heritage Wealth Partners LLC | 15,007 | $389,630.27 | $515,715.55 | $126,085.28 | 32.36% |
Andy Peters Goldstein Advisors LLC | 13,043 | $316,059.36 | $450,635.65 | $134,576.29 | 42.58% |
Justin Halverson Great Waters Wealth Management | 35,389 | $778,352.4 | $1.23M | $448,407.28 | 57.61% |
Paul L. Moffat Arista Wealth Management LLC | 25,040 | $682,152.74 | $858,997.2 | $176,844.46 | 25.92% |
Jesse Haller Compass Financial Group Inc./SD | 174,726 | $5.18M | $6.04M | $861,127.35 | 16.64% |
David Stevens Stevens Capital Partners | 180,479 | $5.65M | $6.24M | $583,029.37 | 10.31% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 24,077 | $546,514.37 | $828,730.34 | $282,215.97 | 51.64% |
Brendan G. Moody Watershed Private Wealth LLC | 17,967 | $462,874.09 | $620,759.85 | $157,885.76 | 34.11% |