| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 2,022 | $128,327.28 | $135,767.19 | $7,439.91 | 5.8% |
Loni Adams Daymark Wealth Partners LLC | 3,658 | $276,149.39 | $251,706.98 | -$24,442.41 | -8.85% |
Brian Matter Creative Capital Management Investments LLC | 32 | $2,448 | $2,142.08 | -$305.92 | -12.5% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 17,117 | $1.21M | $1.15M | -$67,961.29 | -5.6% |
Sheryl Stephens Stephens Consulting LLC | 4,130 | $270,746.14 | $283,090.85 | $12,344.71 | 4.56% |
| BP Brett Pohl Kingdom Financial Group LLC | 5 | $351.55 | $344.05 | -$7.5 | -2.13% |
Sue Oleari Trifecta Capital Advisors LLC | 2 | $153 | $136.92 | -$16.08 | -10.51% |
Amy Hart Phillips Wealth Planners LLC | 4,636 | $358,998.47 | $315,757.96 | -$43,240.51 | -12.04% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 147 | $11,246 | $9,840.18 | -$1,405.82 | -12.5% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 34 | $2,638 | $2,340.9 | -$297.1 | -11.26% |
Kevin Kroskey True Wealth Design LLC | 661 | $48,505.96 | $44,247.34 | -$4,258.62 | -8.78% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 36,591 | $2.63M | $2.51M | -$122,749.38 | -4.67% |
Lison Couture iA Global Asset Management Inc. | 1.43M | $85.43M | $97.74M | $12.31M | 14.41% |
| JC Jared Calvert Buck Wealth Strategies LLC | 558 | $42,687 | $37,416.69 | -$5,270.31 | -12.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 443 | $28,453.16 | $29,647.77 | $1,194.61 | 4.2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 244 | $14,727.05 | $16,449.26 | $1,722.21 | 11.69% |
John Shanley Aspect Partners, LLC | 126 | $7,327.71 | $8,652.42 | $1,324.71 | 18.08% |
Driton Bilali Ilex Capital Partners (UK) LLP | 21,421 | $1.64M | $1.45M | -$184,649.52 | -11.27% |
Tony Macafee UniSuper Management Pty Ltd | 902,602 | $56.4M | $61.85M | $5.45M | 9.66% |
Norden Group LLC NORDEN GROUP LLC | 3,470 | $241,922.68 | $238,597.2 | -$3,325.48 | -1.37% |