| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shaun Peterson Peterson Wealth Services | 370 | $666,219.13 | $789,779.8 | $123,560.67 | 18.55% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 9 | $7,176.87 | $19,046.74 | $11,869.87 | 165.39% |
Penny A. Phillips Journey Strategic Wealth LLC | 169 | $286,038.64 | $357,720.61 | $71,681.97 | 25.06% |
Ana-Maria Ignat Covestor Ltd | 30 | $62,988.27 | $62,916 | -$72.27 | -0.11% |
Bill McVay Red Tortoise LLC | 3 | $3,850.35 | $6,360.33 | $2,509.98 | 65.19% |
W. Travis McKinney HB Wealth Management LLC | 623 | $1.14M | $1.31M | $164,820.6 | 14.44% |
William Jollie Quent Capital LLC | 241 | $201,486.49 | $505,425.2 | $303,938.71 | 150.85% |
Missy Straw Nilsine Partners LLC | 116 | $214,084.94 | $245,561.56 | $31,476.62 | 14.7% |
Thomas Mason Mason & Associates Inc. | 121 | $203,716.81 | $259,190.47 | $55,473.66 | 27.23% |
Adam Grossman Mayport LLC | 244 | $159,522.32 | $520,430.04 | $360,907.72 | 226.24% |
Sean Murray Quantum Financial Advisors LLC | 132 | $217,153.95 | $281,530.92 | $64,376.97 | 29.65% |
| TL Tradewinds LLC Tradewinds LLC | 1,244 | $2.24M | $2.68M | $437,717.91 | 19.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 5 | $8,945.8 | $10,600.55 | $1,654.75 | 18.5% |
| JG John Ginter Callan Family Office LLC | 520 | $1.08M | $1.09M | $11,099.57 | 1.03% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 2,082 | $3.48M | $4.41M | $933,910.15 | 26.84% |
Rachel Faulk Cape Investment Advisory Inc. | 40 | $83,232.34 | $83,888 | $655.66 | 0.79% |
Lukas Lindgren Abound Wealth Management | 1 | $1,841 | $2,092.12 | $251.12 | 13.64% |
Drew Phillips Fortitude Family Office LLC | 7 | $13,484.23 | $14,680.4 | $1,196.17 | 8.87% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 100 | $208,079 | $207,828.33 | -$250.67 | -0.12% |
Bert D. Barre Colonial Trust Co. / SC | 4,646 | $9.1M | $9.7M | $595,570.84 | 6.54% |