| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 6,492 | $782,717.1 | $1.07M | $283,528.98 | 36.22% |
Thomas Mason Mason & Associates Inc. | 3,067 | $250,451.98 | $503,049.34 | $252,597.36 | 100.86% |
Samuel Miller Kraft, Davis & Associates LLC | 3,038 | $362,761.95 | $498,292.76 | $135,530.81 | 37.36% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 14,063 | $1.36M | $2.41M | $1.05M | 76.87% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 2,566 | $220,893.49 | $440,120.32 | $219,226.83 | 99.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,650 | $607,868.52 | $941,403 | $333,534.48 | 54.87% |
Jeffrey Gilbert Balboa Wealth Partners | 1,758 | $236,556.48 | $288,347.17 | $51,790.69 | 21.89% |
Kevin Zemann WealthPlan Investment Management LLC | 7,946 | $919,635.56 | $1.32M | $404,326.96 | 43.97% |
| TL Tradewinds LLC Tradewinds LLC | 5,199 | $699,319.03 | $891,732.48 | $192,413.45 | 27.51% |
Rachel Faulk Cape Investment Advisory Inc. | 36 | $5,904 | $5,998.32 | $94.32 | 1.6% |
Mariana Coli Dunhill Financial LLC | 101 | $12,313.32 | $16,828.62 | $4,515.3 | 36.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 613 | $79,738.67 | $99,793.33 | $20,054.66 | 25.15% |
Bert D. Barre Colonial Trust Co. / SC | 1,100 | $63,371 | $181,395.5 | $118,024.5 | 186.24% |
Michael Snyder Beaumont Financial Advisors LLC | 2,701 | $205,115 | $443,018.03 | $237,903.03 | 115.99% |
Belena Vincetti Fortis Capital Advisors LLC | 2,637 | $300,856.25 | $432,520.75 | $131,664.5 | 43.76% |
Lucas Mosher SP Asset Management LLC | 11,010 | $1.31M | $1.81M | $494,370.19 | 37.7% |
| BP Brett Pohl Kingdom Financial Group LLC | 69 | $8,923 | $11,272.53 | $2,349.53 | 26.33% |
Darren Tapley New England Capital Financial Advisors LLC | 192 | $11,061.12 | $31,491.84 | $20,430.72 | 184.71% |
| NH Nathaniel Holden Core Wealth Partners LLC | 2,157 | $192,564.15 | $369,968.64 | $177,404.49 | 92.13% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2 | $218.72 | $327.54 | $108.82 | 49.75% |