| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 76 | $4,791.8 | $5,316.2 | $524.4 | 10.94% |
W. Travis McKinney HB Wealth Management LLC | 10,492 | $810,610.82 | $733,915.4 | -$76,695.42 | -9.46% |
Timothy Taylor TCM Advisors LLC | 9,818 | $790,015.39 | $712,197.72 | -$77,817.67 | -9.85% |
William Jollie Quent Capital LLC | 696 | $44,051.84 | $51,253.44 | $7,201.6 | 16.35% |
Katie Christensen iSAM Funds UKK) Ltd | 5,600 | $375,088 | $406,224 | $31,136 | 8.3% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,280 | $112,780.8 | $89,536 | -$23,244.8 | -20.61% |
| TL Tradewinds LLC Tradewinds LLC | 2,334 | $147,158.8 | $172,879.38 | $25,720.58 | 17.48% |
CJ Harrison DecisionPoint Financial LLC | 4 | $302.25 | $295.6 | -$6.65 | -2.2% |
Anu Prabhu Altrius Capital Management Inc. | 82,119 | $6.45M | $5.96M | -$493,755.03 | -7.65% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 58,670 | $3.93M | $4.26M | $326,205.2 | 8.3% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 313 | $20,028.86 | $22,705.02 | $2,676.16 | 13.36% |
Mariana Coli Dunhill Financial LLC | 5 | $419.55 | $368.2 | -$51.35 | -12.24% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 515 | $32,872 | $36,024.25 | $3,152.25 | 9.59% |
Lukas Lindgren Abound Wealth Management | 6 | $455.5 | $419.7 | -$35.8 | -7.86% |
Drew Phillips Fortitude Family Office LLC | 123 | $11,097.35 | $8,603.85 | -$2,493.5 | -22.47% |
Bert D. Barre Colonial Trust Co. / SC | 169 | $18,878.29 | $12,407.98 | -$6,470.31 | -34.27% |
Brian Matter Creative Capital Management Investments LLC | 39 | $2,612.22 | $2,728.05 | $115.83 | 4.43% |
Stephen Smith Kestra Investment Management LLC | 5,279 | $402,902.95 | $390,118.1 | -$12,784.85 | -3.17% |
David Stevens Stevens Capital Partners | 5,022 | $336,395 | $369,820.08 | $33,425.08 | 9.94% |
Paul B. Ordonio Park Place Capital Corp. | 266 | $21,899.9 | $19,702.62 | -$2,197.28 | -10.03% |