| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas P. Mullooly Mullooly Asset Management Inc. | 1,638 | $552,626.36 | $597,288.51 | $44,662.15 | 8.08% |
Bert D. Barre Colonial Trust Co. / SC | 143 | $44,017 | $52,202.15 | $8,185.15 | 18.6% |
Loni Adams Daymark Wealth Partners LLC | 806 | $239,676.79 | $295,584.38 | $55,907.59 | 23.33% |
Brian Matter Creative Capital Management Investments LLC | 12 | $4,630.2 | $4,390.92 | -$239.28 | -5.17% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 3,510 | $1.33M | $1.29M | -$41,688.9 | -3.13% |
Jeffrey D. Munjack JDM Financial Group LLC | 14 | $5,085.08 | $5,137.3 | $52.22 | 1.03% |
Cornell P. Abod Beacon Investment Advisors LLC | 984 | $228,568.56 | $362,643.36 | $134,074.8 | 58.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 97 | $35,868.86 | $35,572.81 | -$296.05 | -0.83% |
Amy Hart Phillips Wealth Planners LLC | 803 | $189,236.26 | $295,664.6 | $106,428.34 | 56.24% |
Matthew C. Jessup Jessup Wealth Management Inc. | 973 | $281,888 | $355,612.04 | $73,724.04 | 26.15% |
| TAL TFB Advisors LLC TFB Advisors LLC | 853 | $255,679.58 | $314,573.6 | $58,894.02 | 23.03% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,089 | $2.05M | $1.87M | -$182,316.49 | -8.9% |
Ashley Buboltz Moran Wealth Management LLC | 34,673 | $11.06M | $12.69M | $1.63M | 14.78% |
Paul B. Ordonio Park Place Capital Corp. | 409 | $107,226.52 | $149,487.45 | $42,260.93 | 39.41% |
Kevin Kroskey True Wealth Design LLC | 147 | $52,698.03 | $53,788.77 | $1,090.74 | 2.07% |
Beth Zilka Baron Wealth Management LLC | 24,447 | $5.8M | $8.98M | $3.18M | 54.73% |
Pavin White 25 LLC | 869 | $217,487.54 | $317,602.12 | $100,114.58 | 46.03% |
Lison Couture iA Global Asset Management Inc. | 3,690 | $1.28M | $1.35M | $71,376.24 | 5.58% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 506 | $183,796.49 | $185,889.22 | $2,092.73 | 1.14% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3 | $1,207 | $1,096.29 | -$110.71 | -9.17% |