| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 13,947 | $339,241.46 | $339,609.45 | $367.99 | 0.11% |
| MS Missy Straw Nilsine Partners LLC | 300,767 | $7.05M | $7.32M | $271,604.23 | 3.85% |
Michael Byun SageView Advisory Group LLC | 2,402 | $58,435 | $58,500.71 | $65.71 | 0.11% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,435 | $34,784.4 | $34,949.42 | $165.02 | 0.47% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,406 | $712,586.6 | $740,538.13 | $27,951.53 | 3.92% |
Bert D. Barre Colonial Trust Co. / SC | 879 | $19,680.81 | $21,403.65 | $1,722.84 | 8.75% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 29,798 | $667,175.29 | $725,730.29 | $58,555 | 8.78% |
Jonathan Seed Seed Wealth Management Inc. | 89,925 | $2.02M | $2.19M | $172,954.39 | 8.58% |
| MV Moises Valladares Insigneo Advisory Services LLC | 13,884 | $320,143.88 | $337,936.56 | $17,792.68 | 5.56% |
| PIL PFG Investments LLC PFG Investments LLC | 16,687 | $399,646.1 | $406,245.01 | $6,598.91 | 1.65% |
| JG Jacob Going Alpine Bank Wealth Management | 33,265 | $797,695 | $810,002.75 | $12,307.75 | 1.54% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 27,067 | $656,104.94 | $658,946.11 | $2,841.17 | 0.43% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 92,012 | $2.25M | $2.24M | -$5,790.1 | -0.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,433 | $252,388.62 | $254,356.54 | $1,967.92 | 0.78% |
Jesse Steele Etesian Wealth Advisors, Inc. | 10,312 | $230,896.01 | $251,045.64 | $20,149.63 | 8.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,598 | $109,862.93 | $111,892.33 | $2,029.4 | 1.85% |
Craig Silberg EVERPAR ADVISORS LLC | 9,551 | $220,437.01 | $232,519.09 | $12,082.08 | 5.48% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9,388 | $232,553.33 | $228,456.98 | -$4,096.35 | -1.76% |
Michael Bailey MGB Wealth Management, LLC | 31,031 | $745,400 | $755,139.38 | $9,739.38 | 1.31% |
David Quinn Pine Harbor Wealth Management, LLC | 16,101 | $373,053.37 | $391,817.83 | $18,764.46 | 5.03% |