| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,241 | $351,904 | $231,584.94 | -$120,319.06 | -34.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,648 | $536,272.47 | $398,689.92 | -$137,582.55 | -25.66% |
Dominic Corabi Wedmont Private Capital | 3,674 | $490,074.86 | $380,957.06 | -$109,117.8 | -22.27% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4 | $101.88 | $418.96 | $317.08 | 311.23% |
Matt Shibata Morling Financial Advisors LLC | 3,257 | $279,385.46 | $348,678.13 | $69,292.67 | 24.8% |
William Liberti Wealth Effects LLC | 43,835 | $1.55M | $4.35M | $2.8M | 180.37% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,304 | $283,417.12 | $323,692.88 | $40,275.76 | 14.21% |
Ana-Maria Ignat Covestor Ltd | 91 | $3,038.49 | $9,961.77 | $6,923.28 | 227.85% |
Brian Clay Clay Northam Wealth Management LLC | 21,386 | $1.06M | $2.34M | $1.28M | 120.92% |
Mark Fiskio Empirical Asset Management LLC | 2,336 | $200,382.08 | $227,935.2 | $27,553.12 | 13.75% |
CJ Harrison DecisionPoint Financial LLC | 2 | $314.06 | $218.94 | -$95.12 | -30.29% |
Mariana Coli Dunhill Financial LLC | 1 | $49 | $109.47 | $60.47 | 123.41% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 5,797 | $301,923.91 | $568,677.58 | $266,753.67 | 88.35% |
Drew Phillips Fortitude Family Office LLC | 240 | $15,363.65 | $26,272.8 | $10,909.15 | 71.01% |
Bert D. Barre Colonial Trust Co. / SC | 31 | $1,138.33 | $3,244.15 | $2,105.82 | 184.99% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,410 | $221,412 | $137,813.4 | -$83,598.6 | -37.76% |
Brian Matter Creative Capital Management Investments LLC | 52 | $3,865.11 | $5,692.44 | $1,827.33 | 47.28% |
Nolan Langford Left Brain Wealth Management LLC | 4,780 | $750,603 | $511,197.1 | -$239,405.9 | -31.9% |
Belena Vincetti Fortis Capital Advisors LLC | 5,949 | $286,265.87 | $581,455.26 | $295,189.39 | 103.12% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,064 | $262,830 | $308,743.96 | $45,913.96 | 17.47% |