| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 15,336 | $886,696.68 | $824,463.36 | -$62,233.32 | -7.02% |
| RS Radon Stancil POM Investment Strategies LLC | 146 | $7,897 | $7,848.96 | -$48.04 | -0.61% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 53,835 | $3.3M | $2.89M | -$407,291.23 | -12.34% |
Ana-Maria Ignat Covestor Ltd | 101 | $4,407.64 | $5,581.76 | $1,174.12 | 26.64% |
| SP Samantha Pierangeli City State Bank | 30 | $1,417.2 | $1,686.15 | $268.95 | 18.98% |
| WTM W. Travis McKinney HB Wealth Management LLC | 14,557 | $722,708.38 | $804,492.6 | $81,784.22 | 11.32% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $43.09 | $55.26 | $12.17 | 28.24% |
| WJ William Jollie Quent Capital LLC | 634 | $27,382.31 | $35,377.2 | $7,994.89 | 29.2% |
Dalila Toledo Ascent Group LLC | 10,055 | $519,067.29 | $561,069 | $42,001.71 | 8.09% |
Michael Byun SageView Advisory Group LLC | 4,037 | $175,728.15 | $225,426.08 | $49,697.93 | 28.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,260 | $100,932.63 | $126,040.2 | $25,107.57 | 24.88% |
Mariana Coli Dunhill Financial LLC | 2 | $87.28 | $111.38 | $24.1 | 27.61% |
| DP Drew Phillips Fortitude Family Office LLC | 56 | $2,818.18 | $3,118.08 | $299.9 | 10.64% |
Bert D. Barre Colonial Trust Co. / SC | 1,000 | $51,904.01 | $55,680 | $3,775.99 | 7.27% |
| VL Victoria Latham Fiduciary Alliance LLC | 8,659 | $377,222.22 | $482,219.71 | $104,997.49 | 27.83% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,343 | $233,168.24 | $297,551.67 | $64,383.43 | 27.61% |
| SS Sheryl Stephens Stephens Consulting LLC | 100 | $4,724 | $5,568 | $844 | 17.87% |
| BP Brett Pohl Kingdom Financial Group LLC | 466 | $20,347.49 | $25,946.88 | $5,599.39 | 27.52% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 7,877 | $371,361.37 | $441,497.19 | $70,135.82 | 18.89% |
Jeffrey Rosenthal Viawealth LLC | 4,064 | $219,822 | $227,782.73 | $7,960.73 | 3.62% |