| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR Roberto Roman MGO Private Wealth LLC | 2,436 | $219,483.6 | $205,257.36 | -$14,226.24 | -6.48% |
Bert D. Barre Colonial Trust Co. / SC | 2,476 | $181,466.04 | $209,444.84 | $27,978.8 | 15.42% |
Victoria Latham Fiduciary Alliance LLC | 76,652 | $5.21M | $6.47M | $1.26M | 24.24% |
Loni Adams Daymark Wealth Partners LLC | 2,254 | $203,085 | $190,327.76 | -$12,757.24 | -6.28% |
Brian Matter Creative Capital Management Investments LLC | 1,170 | $78,750.1 | $99,309.6 | $20,559.5 | 26.11% |
Holly Skipper Verum Partners LLC | 48,283 | $2.42M | $4.12M | $1.7M | 70.32% |
Belena Vincetti Fortis Capital Advisors LLC | 8,659 | $656,736 | $731,339.14 | $74,603.14 | 11.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 146 | $10,976.49 | $12,328.24 | $1,351.75 | 12.31% |
Bree Pate Olisti Co. Wealth LLC | 8,140 | $380,031.66 | $687,504.4 | $307,472.74 | 80.91% |
Jeffrey Hanson Breakwater Capital Group | 18,130 | $1.2M | $1.53M | $332,861.01 | 27.78% |
Kyle Kelley Family Capital Management Inc. | 110,110 | $8.13M | $9.35M | $1.22M | 14.98% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 28,037 | $1.94M | $2.37M | $430,213.82 | 22.2% |
Moises Valladares Insigneo Advisory Services LLC | 2,614 | $235,521 | $220,700.02 | -$14,820.98 | -6.29% |
Michael Radoff LGT Financial Advisors LLC | 557 | $50,186 | $47,584.51 | -$2,601.49 | -5.18% |
Robert B. LaRue Owen LaRue LLC | 13,338 | $929,204.22 | $1.13M | $197,323.26 | 21.24% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 9,973 | $676,787.45 | $846,408.51 | $169,621.06 | 25.06% |
Richard W. Lowrie Park Edge Advisors LLC | 139,544 | $11.19M | $11.79M | $594,987.41 | 5.32% |
Paul B. Ordonio Park Place Capital Corp. | 281 | $25,318.1 | $23,772.6 | -$1,545.5 | -6.1% |
Jeffrey Steele Silverlake Wealth Management LLC | 11,959 | $1.08M | $1.01M | -$67,475.86 | -6.26% |
Jill Batley Gateway Wealth Partners LLC | 4,735 | $350,781.29 | $398,118.8 | $47,337.51 | 13.49% |