| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 720 | $28,655.76 | $31,492.8 | $2,837.04 | 9.9% |
| JG John Ginter Callan Family Office LLC | 7,380 | $293,355.17 | $322,542.9 | $29,187.73 | 9.95% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,427 | $299,265.98 | $324,856.98 | $25,591 | 8.55% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 115,088 | $4.57M | $5.04M | $461,502.65 | 10.09% |
Rachel Faulk Cape Investment Advisory Inc. | 665 | $27,870.08 | $29,087.1 | $1,217.02 | 4.37% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 545 | $21,663.75 | $23,824.67 | $2,160.92 | 9.97% |
Drew Phillips Fortitude Family Office LLC | 954 | $39,298.79 | $41,727.96 | $2,429.17 | 6.18% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 14,937 | $647,518.95 | $655,211.5 | $7,692.55 | 1.19% |
Bert D. Barre Colonial Trust Co. / SC | 60 | $2,482.11 | $2,623.8 | $141.69 | 5.71% |
Victoria Latham Fiduciary Alliance LLC | 9,974 | $404,957.85 | $435,764.06 | $30,806.21 | 7.61% |
Brian Matter Creative Capital Management Investments LLC | 86 | $3,728.1 | $3,761.64 | $33.54 | 0.9% |
Stephen Smith Kestra Investment Management LLC | 23,799 | $972,134.16 | $1.04M | $69,191.08 | 7.12% |
Amy Hart Phillips Wealth Planners LLC | 7,439 | $299,048 | $329,845.26 | $30,797.26 | 10.3% |
Amy Ardeel Icon Wealth Advisors LLC | 7,282 | $315,674.7 | $319,825.44 | $4,150.74 | 1.31% |
Bepin Serraj Richard W. Paul & Associates LLC | 535 | $21,266.49 | $23,553.37 | $2,286.88 | 10.75% |
Andrew Lewis Genesis Private Wealth LLC | 5,505 | $218,823.75 | $243,788.92 | $24,965.17 | 11.41% |
David Smith Linden Thomas Advisory Services LLC | 35,786 | $1.43M | $1.56M | $131,881.15 | 9.21% |
Paul B. Ordonio Park Place Capital Corp. | 10,348 | $411,333 | $451,741.94 | $40,408.94 | 9.82% |
Kevin Kroskey True Wealth Design LLC | 228 | $9,295.66 | $9,972.72 | $677.06 | 7.28% |
| PIL PFG Investments LLC PFG Investments LLC | 11,189 | $460,018.84 | $489,183.08 | $29,164.24 | 6.34% |