| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 1,295 | $471,376 | $395,583.65 | -$75,792.35 | -16.08% |
Brian Dechow SWAN Capital LLC | 57 | $11,998.32 | $17,357.36 | $5,359.04 | 44.66% |
Bert D. Barre Colonial Trust Co. / SC | 10 | $2,794.02 | $3,073.8 | $279.78 | 10.01% |
Victoria Latham Fiduciary Alliance LLC | 998 | $309,847.51 | $302,823.14 | -$7,024.37 | -2.27% |
Nolan Langford Left Brain Wealth Management LLC | 555 | $202,464 | $174,200.62 | -$28,263.38 | -13.96% |
Belena Vincetti Fortis Capital Advisors LLC | 7,518 | $1.65M | $2.3M | $640,787.09 | 38.73% |
Patrick D. Hayes Canopy Partners LLC | 840 | $306,432 | $256,960.2 | -$49,471.8 | -16.14% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $365 | $304 | -$61 | -16.71% |
Bree Pate Olisti Co. Wealth LLC | 20 | $5,624 | $6,104.2 | $480.2 | 8.54% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 926 | $337,805 | $283,994.94 | -$53,810.06 | -15.93% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 12 | $3,380.15 | $3,783 | $402.85 | 11.92% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 619 | $225,811 | $194,514.56 | -$31,296.44 | -13.86% |
Paul L. Moffat Arista Wealth Management LLC | 4,714 | $1.42M | $1.44M | $18,735.35 | 1.32% |
Moises Valladares Insigneo Advisory Services LLC | 1,293 | $359,919.74 | $391,022.59 | $31,102.85 | 8.64% |
| NH Nathaniel Holden Core Wealth Partners LLC | 694 | $253,171 | $213,890.8 | -$39,280.2 | -15.52% |
Robert B. LaRue Owen LaRue LLC | 5,910 | $1.52M | $1.79M | $274,466.28 | 18.1% |
| DL Dina Lukina Scalar Gauge Management LLC | 46,000 | $10.1M | $13.92M | $3.81M | 37.76% |
Philip Rc Dudley Dudley Capital Management LLC | 900 | $140,499 | $276,592.5 | $136,093.5 | 96.86% |
Vickie Chrisman LMG Wealth Partners LLC | 19,403 | $1.12M | $5.97M | $4.85M | 432.74% |
Kevin Kroskey True Wealth Design LLC | 17 | $1,960.59 | $5,359.25 | $3,398.66 | 173.35% |