| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 314 | $17,759 | $21,154.18 | $3,395.18 | 19.12% |
Lukas Lindgren Abound Wealth Management | 11 | $731 | $746.79 | $15.79 | 2.16% |
Bert D. Barre Colonial Trust Co. / SC | 237 | $14,584.95 | $15,748.65 | $1,163.7 | 7.98% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,783 | $401,434.41 | $517,336.01 | $115,901.6 | 28.87% |
Christopher Casanega Sharper & Granite LLC | 3,675 | $210,791.79 | $249,495.75 | $38,703.96 | 18.36% |
Stephen Smith Kestra Investment Management LLC | 19,996 | $1.2M | $1.36M | $154,440.23 | 12.84% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 4,851 | $284,666.08 | $329,334.39 | $44,668.31 | 15.69% |
David Bach River Street Advisors LLC | 18,279 | $1.01M | $1.24M | $235,101.76 | 23.37% |
Jarrod Musick Destiny Capital Corp./ Co. | 6,095 | $354,145.03 | $410,620.15 | $56,475.12 | 15.95% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,067 | $230,029.79 | $275,823.94 | $45,794.15 | 19.91% |
Gregory Turcotte Alpha Financial Partners LLC | 30,563 | $1.75M | $2.03M | $285,732.13 | 16.37% |
| AW Ariel Weisbard Values Added Financial LLC | 3,660 | $191,384.41 | $248,477.4 | $57,092.99 | 29.83% |
Jacqueline Washburn Vawter Financial Ltd. | 3,092 | $205,463 | $209,915.88 | $4,452.88 | 2.17% |
Courtney Holt Compound Planning, Inc. | 141,106 | $7.85M | $9.58M | $1.73M | 22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,144 | $363,908.79 | $417,116.16 | $53,207.37 | 14.62% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,396 | $292,114 | $298,444.44 | $6,330.44 | 2.17% |
Denise Reinert CGC Financial Services, LLC | 310 | $20,600 | $21,045.9 | $445.9 | 2.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 29,352 | $1.73M | $1.99M | $265,407.71 | 15.37% |
Matthew Wright Disciplina Capital Management LLC | 782,526 | $44.6M | $52.72M | $8.12M | 18.2% |
Kevin Bresler TD Waterhouse Canada Inc. | 29,024 | $1.48M | $1.97M | $491,626.36 | 33.24% |