| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 44,915 | $2.13M | $3.74M | $1.61M | 75.41% |
Loni Adams Daymark Wealth Partners LLC | 6,050 | $448,453.8 | $503,239 | $54,785.2 | 12.22% |
Belena Vincetti Fortis Capital Advisors LLC | 13,420 | $1.19M | $1.13M | -$56,364 | -4.75% |
Amy Ardeel Icon Wealth Advisors LLC | 4,305 | $317,666.4 | $362,610.15 | $44,943.75 | 14.15% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,887 | $255,441.76 | $245,842.48 | -$9,599.28 | -3.76% |
Darren Tapley New England Capital Financial Advisors LLC | 257 | $11,185.33 | $21,629.12 | $10,443.79 | 93.37% |
David Bach River Street Advisors LLC | 19,030 | $1.07M | $1.62M | $550,137.33 | 51.56% |
Paul B. Ordonio Park Place Capital Corp. | 939 | $58,699.81 | $78,340.77 | $19,640.96 | 33.46% |
Kevin Kroskey True Wealth Design LLC | 1,682 | $133,853.11 | $141,254.36 | $7,401.25 | 5.53% |
Jill Batley Gateway Wealth Partners LLC | 4,412 | $390,373.76 | $366,548.96 | -$23,824.8 | -6.1% |
Scott Boyce Decker Retirement Planning Inc. | 146 | $12,918.08 | $12,287.36 | -$630.72 | -4.88% |
| DD Damir Durkovic Entropy Technologies, LP | 9,394 | $663,915.27 | $777,682.29 | $113,767.02 | 17.14% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 29 | $2,565.92 | $2,442.67 | -$123.25 | -4.8% |
Alexandra Stickelman Root Financial Partners, LLC | 2,829 | $225,514.48 | $238,428.12 | $12,913.64 | 5.73% |
Staci Compagno Portside Wealth Group, LLC | 4,912 | $316,457.79 | $412,436.08 | $95,978.29 | 30.33% |
Norden Group LLC NORDEN GROUP LLC | 6,855 | $426,579.95 | $571,090.05 | $144,510.1 | 33.88% |
Andrew Agosta Prosperity Financial Group, Inc. | 15,905 | $1.14M | $1.35M | $213,641.04 | 18.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,251 | $425,774.7 | $516,332.6 | $90,557.9 | 21.27% |
Jae Cho Marex Group plc | 3,157 | $279,331.36 | $262,031 | -$17,300.36 | -6.19% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 15,706 | $1.39M | $1.32M | -$69,891.7 | -5.03% |