| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,187 | $277,306.94 | $352,906.97 | $75,600.03 | 27.26% |
Bert D. Barre Colonial Trust Co. / SC | 11 | $3,192.09 | $3,343.01 | $150.92 | 4.73% |
Richard S. Levenson Western Financial Corp./CA | 4,648 | $1.25M | $1.38M | $125,335.88 | 9.99% |
Loni Adams Daymark Wealth Partners LLC | 2,146 | $669,743.76 | $640,409.32 | -$29,334.44 | -4.38% |
Brian Matter Creative Capital Management Investments LLC | 3 | $700.86 | $905.49 | $204.63 | 29.2% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 200 | $43,398.15 | $60,366 | $16,967.85 | 39.1% |
Ashley Buboltz Moran Wealth Management LLC | 33,507 | $8.42M | $9.96M | $1.54M | 18.33% |
David Smith Linden Thomas Advisory Services LLC | 3,224 | $1.31M | $958,108.32 | -$356,435.54 | -27.11% |
Paul B. Ordonio Park Place Capital Corp. | 8 | $3,678.8 | $2,431.08 | -$1,247.72 | -33.92% |
David D. Jones Applied Finance Capital Management LLC | 1,044 | $415,234.28 | $313,241.76 | -$101,992.52 | -24.56% |
Kevin Kroskey True Wealth Design LLC | 486 | $116,459.08 | $146,689.38 | $30,230.3 | 25.96% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 1,339 | $312,817.18 | $398,098.09 | $85,280.91 | 27.26% |
| JC Jared Calvert Buck Wealth Strategies LLC | 14 | $3,221 | $4,238.64 | $1,017.64 | 31.59% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 143 | $32,347.76 | $43,043 | $10,695.24 | 33.06% |
Benjamin J. Jones National Wealth Management Group, LLC | 1,175 | $340,974.33 | $351,792.05 | $10,817.72 | 3.17% |
Staci Compagno Portside Wealth Group, LLC | 2,946 | $996,622.78 | $875,904.72 | -$120,718.06 | -12.11% |
Courtney Holt Compound Planning, Inc. | 957 | $220,194 | $289,176.69 | $68,982.69 | 31.33% |
John Shanley Aspect Partners, LLC | 32 | $7,588.62 | $9,533.76 | $1,945.14 | 25.63% |
Driton Bilali Ilex Capital Partners (UK) LLP | 3,237 | $744,769 | $982,202.91 | $237,433.91 | 31.88% |
Tony Macafee UniSuper Management Pty Ltd | 2,518 | $678,877.71 | $750,112.2 | $71,234.49 | 10.49% |