| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 11 | $2,954 | $3,100.57 | $146.57 | 4.96% |
Mariana Coli Dunhill Financial LLC | 7 | $1,559.38 | $1,973.09 | $413.71 | 26.53% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 41 | $9,875.02 | $11,562 | $1,686.98 | 17.08% |
Drew Phillips Fortitude Family Office LLC | 74 | $14,752.04 | $20,858.38 | $6,106.34 | 41.39% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,626 | $306,131.34 | $449,312.56 | $143,181.22 | 46.77% |
Bert D. Barre Colonial Trust Co. / SC | 11 | $2,266.77 | $3,089.13 | $822.36 | 36.28% |
Brian Matter Creative Capital Management Investments LLC | 17 | $4,555.66 | $4,791.79 | $236.13 | 5.18% |
Stephen Smith Kestra Investment Management LLC | 1,019 | $273,559 | $281,580.26 | $8,021.26 | 2.93% |
Moises Valladares Insigneo Advisory Services LLC | 926 | $248,659 | $259,752.26 | $11,093.26 | 4.46% |
Ashley Buboltz Moran Wealth Management LLC | 1,007 | $270,410 | $278,264.3 | $7,854.3 | 2.9% |
Kevin Kroskey True Wealth Design LLC | 26 | $5,899.72 | $7,328.62 | $1,428.9 | 24.22% |
Jill Batley Gateway Wealth Partners LLC | 1,682 | $393,193.94 | $471,834.64 | $78,640.7 | 20% |
Lison Couture iA Global Asset Management Inc. | 1,919 | $384,937.07 | $530,277.25 | $145,340.18 | 37.76% |
Jacob Going Alpine Bank Wealth Management | 11 | $2,954 | $3,039.63 | $85.63 | 2.9% |
| DD Damir Durkovic Entropy Technologies, LP | 833 | $223,685 | $233,489.9 | $9,804.9 | 4.38% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 32 | $8,058.34 | $9,000 | $941.66 | 11.69% |
Courtney Holt Compound Planning, Inc. | 2,114 | $459,923.44 | $594,837.32 | $134,913.88 | 29.33% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,257 | $746,820.42 | $900,006.78 | $153,186.36 | 20.51% |
Annmarie Young KPP Advisory Services LLC | 1,623 | $435,807 | $448,483.57 | $12,676.57 | 2.91% |
Tony Macafee UniSuper Management Pty Ltd | 3,442 | $647,157.56 | $951,127.83 | $303,970.27 | 46.97% |