| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 310 | $178,207.45 | $352,631.2 | $174,423.75 | 97.88% |
Victoria Latham Fiduciary Alliance LLC | 864 | $608,636.28 | $932,480.65 | $323,844.37 | 53.21% |
Gary Dempsey Leslie Global Wealth LLC | 681 | $466,775.99 | $734,976.07 | $268,200.08 | 57.46% |
Loni Adams Daymark Wealth Partners LLC | 814 | $676,073.79 | $878,517.65 | $202,443.86 | 29.94% |
Brian Matter Creative Capital Management Investments LLC | 13 | $14,727.57 | $14,030.38 | -$697.19 | -4.73% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,415 | $986,541.26 | $1.53M | $540,611.65 | 54.8% |
Patrick D. Hayes Canopy Partners LLC | 194 | $219,781 | $209,376.44 | -$10,404.56 | -4.73% |
Dennis Wallace Fortune Financial Advisors LLC | 198 | $224,714 | $213,693.48 | -$11,020.52 | -4.9% |
| BP Brett Pohl Kingdom Financial Group LLC | 3 | $2,188.5 | $3,485.04 | $1,296.54 | 59.24% |
Stephen Smith Kestra Investment Management LLC | 305 | $345,945 | $354,422.21 | $8,477.21 | 2.45% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 968 | $699,744.89 | $1.09M | $393,417.51 | 56.22% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,550 | $1.14M | $1.67M | $530,504.67 | 46.44% |
Joseph Gentili Riverview Capital Advisers LLC | 6,737 | $5.08M | $7.61M | $2.53M | 49.89% |
Amy Ardeel Icon Wealth Advisors LLC | 1,115 | $923,966.42 | $1.3M | $371,708.22 | 40.23% |
Paul L. Moffat Arista Wealth Management LLC | 1,979 | $1.49M | $2.14M | $644,709.6 | 43.24% |
Helen Semus Semus Wealth Partners LLC | 1,148 | $807,327.16 | $1.33M | $526,281.54 | 65.19% |
Moises Valladares Insigneo Advisory Services LLC | 758 | $657,546.99 | $874,603.11 | $217,056.12 | 33.01% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 4,532 | $5.13M | $5.16M | $20,983.64 | 0.41% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 220 | $249,236 | $237,437.2 | -$11,798.8 | -4.73% |
Paul B. Ordonio Park Place Capital Corp. | 8 | $4,092.12 | $9,230.64 | $5,138.52 | 125.57% |