| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 1,332 | $67,007.1 | $92,560.68 | $25,553.58 | 38.14% |
Loni Adams Daymark Wealth Partners LLC | 3,480 | $189,346.62 | $241,825.2 | $52,478.58 | 27.72% |
Amy Hart Phillips Wealth Planners LLC | 3,176 | $112,025.34 | $220,700.24 | $108,674.9 | 97.01% |
Bree Pate Olisti Co. Wealth LLC | 1,400 | $77,201 | $97,727 | $20,526 | 26.59% |
Amy Ardeel Icon Wealth Advisors LLC | 12,429 | $579,613.35 | $861,826.86 | $282,213.51 | 48.69% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6 | $330.06 | $416.04 | $85.98 | 26.05% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 10,138 | $364,021.73 | $702,968.92 | $338,947.19 | 93.11% |
Bepin Serraj Richard W. Paul & Associates LLC | 337 | $12,369.26 | $23,367.58 | $10,998.32 | 88.92% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 6,200 | $302,498 | $429,908 | $127,410 | 42.12% |
Andrew Lewis Genesis Private Wealth LLC | 3,929 | $213,823.41 | $274,263.84 | $60,440.43 | 28.27% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 8,505 | $309,842.56 | $588,205.8 | $278,363.24 | 89.84% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 50 | $3,130 | $3,490.25 | $360.25 | 11.51% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 6,465 | $232,196.4 | $447,119.4 | $214,923 | 92.56% |
Kevin Kroskey True Wealth Design LLC | 143 | $7,150.15 | $9,878.44 | $2,728.29 | 38.16% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 6,600 | $235,058.43 | $456,456 | $221,397.57 | 94.19% |
| PIL PFG Investments LLC PFG Investments LLC | 5,016 | $217,465.25 | $348,361.2 | $130,895.95 | 60.19% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 58 | $3,845 | $4,028.1 | $183.1 | 4.76% |
Alexandra Stickelman Root Financial Partners, LLC | 123 | $6,761.01 | $8,542.35 | $1,781.34 | 26.35% |
Courtney Holt Compound Planning, Inc. | 18,434 | $803,715.6 | $1.28M | $476,525.7 | 59.29% |
Scott Kapusta First County Bank /CT/ | 17,148 | $620,341.27 | $1.19M | $570,587.33 | 91.98% |