| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 62,986 | $9.12M | $8.95M | -$172,874.95 | -1.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 100 | $11,225.49 | $14,320.5 | $3,095.01 | 27.57% |
Adam Schwallier Schwallier Wealth Management LLC | 30,405 | $4.91M | $4.35M | -$556,963.9 | -11.34% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,321 | $213,394.33 | $190,131.53 | -$23,262.8 | -10.9% |
Mark Mowrey Signature Resources Capital Management LLC | 3 | $485 | $422.67 | -$62.33 | -12.85% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 45,415 | $4.71M | $6.47M | $1.76M | 37.46% |
Rachel Faulk Cape Investment Advisory Inc. | 1,644 | $265,324.82 | $236,949.72 | -$28,375.1 | -10.69% |
Mariana Coli Dunhill Financial LLC | 1,395 | $166,927.4 | $201,131.1 | $34,203.7 | 20.49% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,126 | $134,354 | $158,957.42 | $24,603.42 | 18.31% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,766 | $507,559.63 | $680,656.29 | $173,096.66 | 34.1% |
Lukas Lindgren Abound Wealth Management | 90 | $14,562 | $12,973.5 | -$1,588.5 | -10.91% |
Drew Phillips Fortitude Family Office LLC | 4 | $484 | $576.72 | $92.72 | 19.16% |
Jill Grimes Centurion Wealth Management LLC | 3,319 | $383,647.89 | $471,762.66 | $88,114.77 | 22.97% |
Bert D. Barre Colonial Trust Co. / SC | 49 | $5,846.68 | $7,026.11 | $1,179.43 | 20.17% |
Daniel Guy Ethos Financial Group LLC | 86,153 | $9.87M | $12.18M | $2.31M | 23.46% |
Victoria Latham Fiduciary Alliance LLC | 9,706 | $1.15M | $1.37M | $217,763.71 | 18.85% |
Erik Brenner Hilltop Partners LLC | 7,110 | $1.15M | $1.02M | -$133,125.8 | -11.59% |
Belena Vincetti Fortis Capital Advisors LLC | 23,022 | $3.37M | $3.27M | -$96,876.13 | -2.88% |
| BG Becki Goebel TCP Asset Management LLC | 7,554 | $684,694.22 | $1.08M | $390,995.38 | 57.11% |
| BP Brett Pohl Kingdom Financial Group LLC | 404 | $45,946.66 | $57,052.88 | $11,106.22 | 24.17% |