| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 148,581 | $6.83M | $11.01M | $4.18M | 61.19% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 41,370 | $1.21M | $3.07M | $1.85M | 152.62% |
Jill Grimes Centurion Wealth Management LLC | 35,000 | $2.68M | $2.59M | -$91,464.57 | -3.41% |
Brian Dechow SWAN Capital LLC | 145 | $13,307 | $10,744.5 | -$2,562.5 | -19.26% |
Bert D. Barre Colonial Trust Co. / SC | 3,300 | $97,728 | $244,529.99 | $146,801.99 | 150.21% |
Daniel Guy Ethos Financial Group LLC | 5,278 | $276,281.68 | $391,099.79 | $114,818.11 | 41.56% |
Victoria Latham Fiduciary Alliance LLC | 3,788 | $290,438.22 | $280,690.79 | -$9,747.43 | -3.36% |
Brian Matter Creative Capital Management Investments LLC | 75 | $5,658.75 | $5,557.5 | -$101.25 | -1.79% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 46,965 | $3.73M | $3.48M | -$247,305.76 | -6.63% |
Belena Vincetti Fortis Capital Advisors LLC | 16,113 | $1.48M | $1.19M | -$284,717.01 | -19.25% |
| BP Brett Pohl Kingdom Financial Group LLC | 151 | $12,957 | $13,571.88 | $614.88 | 4.75% |
Scott Register Register Financial Advisors LLC | 679 | $24,397.61 | $50,313.9 | $25,916.29 | 106.22% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 2,830 | $123,279.4 | $209,702.99 | $86,423.59 | 70.1% |
Salvatore Cocivera Cora Capital Advisors LLC | 3,785 | $199,237.96 | $280,468.49 | $81,230.53 | 40.77% |
Moises Valladares Insigneo Advisory Services LLC | 18,666 | $1.01M | $1.38M | $374,057.21 | 37.07% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,443 | $442,918.25 | $622,011.51 | $179,093.26 | 40.43% |
Steven Trigili Garden State Investment Advisory Services LLC | 5,201 | $407,844.38 | $385,394.09 | -$22,450.29 | -5.5% |
Syed Rizvi AlphaQ Advisors LLC | 18,847 | $641,573.85 | $1.4M | $754,988.81 | 117.68% |
Richard W. Lowrie Park Edge Advisors LLC | 7,181 | $615,914.37 | $532,112.09 | -$83,802.28 | -13.61% |
Ira Ravitz Beverly Hills Private Wealth LLC | 71,296 | $3.22M | $6.41M | $3.18M | 98.71% |