| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 4 | $445.14 | $502.36 | $57.22 | 12.85% |
Drew Phillips Fortitude Family Office LLC | 189 | $22,380.54 | $23,736.51 | $1,355.97 | 6.06% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,122 | $564,466.68 | $517,681.98 | -$46,784.7 | -8.29% |
Brian Dechow SWAN Capital LLC | 5 | $653.05 | $693.05 | $40 | 6.13% |
Bert D. Barre Colonial Trust Co. / SC | 369 | $49,510.56 | $48,715.38 | -$795.18 | -1.61% |
Brian Matter Creative Capital Management Investments LLC | 31 | $4,048.91 | $3,893.29 | -$155.62 | -3.84% |
Belena Vincetti Fortis Capital Advisors LLC | 11,872 | $1.55M | $1.49M | -$59,597.44 | -3.84% |
Stephen Smith Kestra Investment Management LLC | 4,724 | $633,507.75 | $629,236.8 | -$4,270.95 | -0.67% |
Scott Register Register Financial Advisors LLC | 15,531 | $1.12M | $1.95M | $829,820.75 | 74.04% |
Bree Pate Olisti Co. Wealth LLC | 115 | $16,647 | $14,442.85 | -$2,204.15 | -13.24% |
Amy Ardeel Icon Wealth Advisors LLC | 33,892 | $4.2M | $4.51M | $312,413.49 | 7.43% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,466 | $281,601.83 | $328,471.2 | $46,869.37 | 16.64% |
Bepin Serraj Richard W. Paul & Associates LLC | 9,167 | $1.3M | $1.17M | -$127,507.63 | -9.84% |
Moises Valladares Insigneo Advisory Services LLC | 5,787 | $789,415.61 | $814,578.06 | $25,162.45 | 3.19% |
John Canning Mi LLCreek Capital Advisors LLC | 2,025 | $334,448.99 | $254,319.75 | -$80,129.24 | -23.96% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,602 | $470,457.22 | $479,786.4 | $9,329.18 | 1.98% |
Jeffrey Rosenthal Viawealth LLC | 5,619 | $646,499.26 | $741,820.38 | $95,321.12 | 14.74% |
David Smith Linden Thomas Advisory Services LLC | 6,071 | $586,759.07 | $762,456.89 | $175,697.82 | 29.94% |
Philip Rc Dudley Dudley Capital Management LLC | 3,000 | $230,430 | $376,770 | $146,340 | 63.51% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 655 | $73,004.69 | $82,261.45 | $9,256.76 | 12.68% |