| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 289 | $32,957.93 | $47,485.59 | $14,527.66 | 44.08% |
Loni Adams Daymark Wealth Partners LLC | 2,160 | $392,358.86 | $361,162.8 | -$31,196.06 | -7.95% |
Brian Matter Creative Capital Management Investments LLC | 14 | $2,411.78 | $2,295.3 | -$116.48 | -4.83% |
Sheryl Stephens Stephens Consulting LLC | 1 | $168 | $166.73 | -$1.27 | -0.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 230 | $39,637.16 | $38,457.15 | -$1,180.01 | -2.98% |
Amy Hart Phillips Wealth Planners LLC | 1,618 | $294,604.44 | $269,469.81 | -$25,134.63 | -8.53% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,223 | $225,912.13 | $203,947.48 | -$21,964.65 | -9.72% |
Scott Paschal Financial Partners Group LLC | 1,534 | $178,922.86 | $251,890.47 | $72,967.61 | 40.78% |
Ashley Buboltz Moran Wealth Management LLC | 21,216 | $2.93M | $3.54M | $607,557.92 | 20.74% |
Kevin Kroskey True Wealth Design LLC | 714 | $116,031.88 | $117,060.3 | $1,028.42 | 0.89% |
Jill Batley Gateway Wealth Partners LLC | 4,766 | $880,371.72 | $794,206.24 | -$86,165.48 | -9.79% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 9,703 | $1.67M | $1.62M | -$47,896.98 | -2.87% |
| PIL PFG Investments LLC PFG Investments LLC | 2,099 | $268,987.89 | $344,173.03 | $75,185.14 | 27.95% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 3,458 | $595,710 | $576,690.66 | -$19,019.34 | -3.19% |
| KB Kyle Bubeck TrueMark Investments LLC | 38,400 | $7.03M | $6.38M | -$648,451.94 | -9.22% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 1,845 | $220,086.55 | $302,635.35 | $82,548.8 | 37.51% |
| DD Damir Durkovic Entropy Technologies, LP | 26,969 | $4.82M | $4.42M | -$401,227.46 | -8.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 204 | $34,602.27 | $33,413.16 | -$1,189.11 | -3.44% |
Staci Compagno Portside Wealth Group, LLC | 4,184 | $620,521.65 | $697,598.32 | $77,076.67 | 12.42% |
Courtney Holt Compound Planning, Inc. | 1,819 | $285,877.65 | $298,807.13 | $12,929.48 | 4.52% |