| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,254 | $285,415.25 | $434,216.31 | $148,801.06 | 52.13% |
Dalila Toledo Ascent Group LLC | 2,014 | $374,180.16 | $696,793.65 | $322,613.49 | 86.22% |
Michael Byun SageView Advisory Group LLC | 5 | $1,492 | $1,729.87 | $237.87 | 15.94% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 2,095 | $517,123.26 | $724,817.62 | $207,694.36 | 40.16% |
Kristen Williams Athena Investment Management | 913 | $187,648.89 | $316,139.94 | $128,491.05 | 68.47% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,643 | $502,832.74 | $568,436.92 | $65,604.18 | 13.05% |
| CMD Chris M. Denholm Objective Capital Management LLC | 680 | $201,477.2 | $235,263 | $33,785.8 | 16.77% |
| TG Timothy Gerlach Novem Group | 1,614 | $488,308.99 | $558,403.65 | $70,094.66 | 14.35% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,808 | $7.28M | $11.07M | $3.79M | 52.07% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,175 | $242,812.67 | $408,488.74 | $165,676.07 | 68.23% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 15,312 | $4.02M | $5.32M | $1.3M | 32.4% |
| TL Tradewinds LLC Tradewinds LLC | 629 | $186,251.46 | $218,671.84 | $32,420.38 | 17.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 344 | $62,828 | $118,726.44 | $55,898.44 | 88.97% |
| TD Teresa Douberly Ridgeline Wealth LLC | 928 | $334,433 | $322,619.19 | -$11,813.81 | -3.53% |
Lori Fernicola Castle Wealth Management LLC | 837 | $204,363.79 | $290,983.04 | $86,619.25 | 42.38% |
Mark Mowrey Signature Resources Capital Management LLC | 138 | $32,460 | $47,707.98 | $15,247.98 | 46.97% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 670 | $209,187 | $233,367.7 | $24,180.7 | 11.56% |
Bert D. Barre Colonial Trust Co. / SC | 518 | $97,866.52 | $180,264 | $82,397.48 | 84.19% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,058 | $275,154.08 | $367,496.3 | $92,342.22 | 33.56% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 753 | $210,893 | $262,074.13 | $51,181.13 | 24.27% |