| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XV Xavier Volatier Transatlantique Private Wealth LLC | 17,369 | $1.34M | $1.51M | $169,352.42 | 12.6% |
| JG John Ginter Callan Family Office LLC | 26,857 | $1.98M | $2.33M | $351,120.68 | 17.76% |
Craig Middaugh Coleford Investment Management Ltd. | 131,956 | $9.83M | $11.46M | $1.63M | 16.59% |
Albert Moore First National Advisers LLC | 5,327 | $461,584.55 | $460,732.23 | -$852.32 | -0.18% |
Junaid Subhan Sagard Holdings Management Inc. | 1,355 | $107,632 | $117,857.9 | $10,225.9 | 9.5% |
Anita Woodhouse V-Square Quantitative Management LLC | 9,215 | $678,500.45 | $800,875.65 | $122,375.2 | 18.04% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 5,424 | $435,569.77 | $471,399.84 | $35,830.07 | 8.23% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 84 | $6,784.68 | $7,314.72 | $530.04 | 7.81% |
Mariana Coli Dunhill Financial LLC | 326 | $23,226.31 | $28,332.66 | $5,106.35 | 21.99% |
Drew Phillips Fortitude Family Office LLC | 189 | $14,942.06 | $16,425.99 | $1,483.93 | 9.93% |
Matthew Zienty Cardinal Point Capital Management ULC | 10,572 | $764,864.18 | $917,173.86 | $152,309.68 | 19.91% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,792 | $297,133.36 | $329,676.48 | $32,543.12 | 10.95% |
Brian Dechow SWAN Capital LLC | 10 | $792.5 | $868.6 | $76.1 | 9.6% |
Bert D. Barre Colonial Trust Co. / SC | 500 | $38,470 | $43,290 | $4,820 | 12.53% |
Gary Dempsey Leslie Global Wealth LLC | 4,157 | $309,410.4 | $360,453.47 | $51,043.07 | 16.5% |
Loni Adams Daymark Wealth Partners LLC | 3,794 | $303,834.09 | $329,831.39 | $25,997.3 | 8.56% |
Brian Matter Creative Capital Management Investments LLC | 24 | $2,079.6 | $2,086.8 | $7.2 | 0.35% |
Sheryl Stephens Stephens Consulting LLC | 25 | $1,841 | $2,170.75 | $329.75 | 17.91% |
Dennis Wallace Fortune Financial Advisors LLC | 13,792 | $1.1M | $1.2M | $104,680.22 | 9.54% |
Bree Pate Olisti Co. Wealth LLC | 43 | $3,170 | $3,725.52 | $555.52 | 17.52% |