| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 3,860 | $163,548.2 | $196,010.8 | $32,462.6 | 19.85% |
Brian Dechow SWAN Capital LLC | 833 | $35,937.51 | $42,299.74 | $6,362.23 | 17.7% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,425 | $288,317.22 | $224,701.5 | -$63,615.72 | -22.06% |
Bert D. Barre Colonial Trust Co. / SC | 1,234 | $32,787.38 | $62,662.52 | $29,875.14 | 91.12% |
Daniel Guy Ethos Financial Group LLC | 19,655 | $919,203.59 | $998,080.9 | $78,877.31 | 8.58% |
| VL Victoria Latham Fiduciary Alliance LLC | 39,697 | $1.43M | $2.02M | $589,851.35 | 41.37% |
Loni Adams Daymark Wealth Partners LLC | 6,122 | $192,518.27 | $310,875.16 | $118,356.89 | 61.48% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 15,193 | $334,257.31 | $771,500.54 | $437,243.23 | 130.81% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 277,767 | $8.26M | $14.11M | $5.84M | 70.71% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,023 | $130,397.96 | $305,847.94 | $175,449.98 | 134.55% |
Belena Vincetti Fortis Capital Advisors LLC | 51,147 | $3.26M | $2.6M | -$667,251.67 | -20.44% |
| SS Sheryl Stephens Stephens Consulting LLC | 500 | $11,277.36 | $25,390 | $14,112.64 | 125.14% |
| BP Brett Pohl Kingdom Financial Group LLC | 448 | $28,860.12 | $22,749.44 | -$6,110.68 | -21.17% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 3,927 | $252,999 | $199,413.06 | -$53,585.94 | -21.18% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 16,796 | $961,005.55 | $852,900.88 | -$108,104.67 | -11.25% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 340 | $14,405.83 | $17,265.2 | $2,859.37 | 19.85% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 25,109 | $716,181.96 | $1.28M | $558,853.06 | 78.03% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 8,400 | $245,624.01 | $426,552 | $180,927.99 | 73.66% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,194 | $26,291.93 | $60,488.04 | $34,196.11 | 130.06% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 5,639 | $384,241 | $286,348.42 | -$97,892.58 | -25.48% |