| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 6,460 | $877,372.28 | $1M | $123,927.72 | 14.12% |
Joseph Wallace Wallace Advisory Group LLC | 1,753 | $219,689.49 | $271,715 | $52,025.51 | 23.68% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6,928 | $863,660.06 | $1.07M | $210,179.94 | 24.34% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 7,299 | $914,258.15 | $1.13M | $217,086.85 | 23.74% |
CJ Harrison DecisionPoint Financial LLC | 30 | $4,141.96 | $4,716.9 | $574.94 | 13.88% |
Amna Ali Khan GDS Wealth Management | 1,753 | $245,507.65 | $276,570.81 | $31,063.16 | 12.65% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,496 | $313,412 | $395,690.88 | $82,278.88 | 26.25% |
David Hunter Horizons Wealth Management | 850 | $100,886.5 | $131,750 | $30,863.5 | 30.59% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 12,396 | $1.48M | $1.96M | $477,804.45 | 32.33% |
Vyoma Patel Strata Wealth Advisors LLC | 1,600 | $224,079.95 | $251,568 | $27,488.05 | 12.27% |
Mariana Coli Dunhill Financial LLC | 87 | $11,126.28 | $13,729.47 | $2,603.19 | 23.4% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,119 | $290,427.11 | $328,445 | $38,017.89 | 13.09% |
Lukas Lindgren Abound Wealth Management | 151 | $18,140.86 | $23,405 | $5,264.14 | 29.02% |
Drew Phillips Fortitude Family Office LLC | 3,155 | $448,136.46 | $489,025 | $40,888.54 | 9.12% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 1,335 | $203,114 | $209,902.05 | $6,788.05 | 3.34% |
Alex Nunnamaker Schechter Investment Advisors LLC | 12,360 | $1.62M | $1.92M | $293,673.6 | 18.1% |
Bert D. Barre Colonial Trust Co. / SC | 2,108 | $279,770.44 | $332,052.16 | $52,281.72 | 18.69% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 29,564 | $3.65M | $4.58M | $930,465.9 | 25.48% |
Victoria Latham Fiduciary Alliance LLC | 1,814 | $229,499.64 | $281,170 | $51,670.36 | 22.51% |
Loni Adams Daymark Wealth Partners LLC | 11,372 | $1.46M | $1.76M | $307,112.49 | 21.1% |