| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 41 | $1,808.56 | $2,230.4 | $421.84 | 23.32% |
Lukas Lindgren Abound Wealth Management | 32 | $1,125.07 | $1,724.16 | $599.09 | 53.25% |
Drew Phillips Fortitude Family Office LLC | 2,363 | $121,991.81 | $128,547.2 | $6,555.39 | 5.37% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,293 | $217,118.86 | $295,772.84 | $78,653.98 | 36.23% |
Bert D. Barre Colonial Trust Co. / SC | 142 | $5,824.84 | $7,650.96 | $1,826.12 | 31.35% |
Daniel Guy Ethos Financial Group LLC | 6,219 | $379,670 | $346,833.63 | -$32,836.37 | -8.65% |
Richard S. Levenson Western Financial Corp./CA | 21,207 | $1.21M | $1.18M | -$27,151.63 | -2.24% |
Brian Matter Creative Capital Management Investments LLC | 107 | $5,938.5 | $5,820.8 | -$117.7 | -1.98% |
Belena Vincetti Fortis Capital Advisors LLC | 14,434 | $801,105 | $809,025.7 | $7,920.7 | 0.99% |
Bree Pate Olisti Co. Wealth LLC | 250 | $13,158 | $13,997.5 | $839.5 | 6.38% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 16,511 | $792,544.28 | $920,818.47 | $128,274.19 | 16.19% |
Amy Ardeel Icon Wealth Advisors LLC | 5,839 | $240,639.08 | $327,042.39 | $86,403.31 | 35.91% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 32,615 | $1.99M | $1.77M | -$216,889.69 | -10.89% |
| LQ Louise Quant Trium Capital LLP | 46 | $2,680.65 | $2,471.35 | -$209.3 | -7.81% |
Moises Valladares Insigneo Advisory Services LLC | 14,246 | $848,495 | $792,789.9 | -$55,705.1 | -6.57% |
Paul B. Ordonio Park Place Capital Corp. | 23 | $1,404.15 | $1,238.32 | -$165.83 | -11.81% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 28,650 | $1.13M | $1.55M | $413,994.82 | 36.55% |
Kevin Kroskey True Wealth Design LLC | 885 | $35,014.05 | $48,144 | $13,129.95 | 37.5% |
Lison Couture iA Global Asset Management Inc. | 115,751 | $4.57M | $6.45M | $1.89M | 41.27% |
| JC Jared Calvert Buck Wealth Strategies LLC | 25 | $1,388 | $1,348.75 | -$39.25 | -2.83% |