| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 14,606 | $475,799.16 | $512,524.54 | $36,725.38 | 7.72% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 7,000 | $205,310 | $235,620 | $30,310 | 14.76% |
William Jollie Quent Capital LLC | 31,880 | $933,168.94 | $1.12M | $185,500.26 | 19.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,239 | $282,103.36 | $289,106.51 | $7,003.15 | 2.48% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,130 | $68,502.67 | $72,718.2 | $4,215.53 | 6.15% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,687 | $342,780 | $397,358 | $54,578 | 15.92% |
Anita Woodhouse V-Square Quantitative Management LLC | 11,489 | $336,499.87 | $403,149.01 | $66,649.14 | 19.81% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 145,887 | $4.65M | $4.64M | -$12,637.02 | -0.27% |
Mariana Coli Dunhill Financial LLC | 6 | $141.43 | $210.54 | $69.11 | 48.87% |
Drew Phillips Fortitude Family Office LLC | 372 | $14,802.22 | $13,053.48 | -$1,748.74 | -11.81% |
Brian Dechow SWAN Capital LLC | 100 | $2,933 | $3,177 | $244 | 8.32% |
Bert D. Barre Colonial Trust Co. / SC | 23 | $712.22 | $785.56 | $73.34 | 10.3% |
Belena Vincetti Fortis Capital Advisors LLC | 10,680 | $313,244 | $342,133.8 | $28,889.8 | 9.22% |
Sheryl Stephens Stephens Consulting LLC | 10 | $293 | $317.9 | $24.9 | 8.5% |
Bree Pate Olisti Co. Wealth LLC | 400 | $11,708 | $12,796 | $1,088 | 9.29% |
Darren Tapley New England Capital Financial Advisors LLC | 200 | $6,096 | $6,387 | $291 | 4.77% |
Paul L. Moffat Arista Wealth Management LLC | 8,000 | $374,511.34 | $257,440 | -$117,071.34 | -31.26% |
Paul B. Ordonio Park Place Capital Corp. | 37 | $1,082.99 | $1,268.73 | $185.74 | 17.15% |
Kevin Kroskey True Wealth Design LLC | 131 | $4,485.5 | $4,596.79 | $111.29 | 2.48% |
| PIL PFG Investments LLC PFG Investments LLC | 13,868 | $467,425.12 | $479,555.44 | $12,130.32 | 2.6% |