| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 74 | $6,277.19 | $5,874.12 | -$403.07 | -6.42% |
Bert D. Barre Colonial Trust Co. / SC | 28 | $2,331.23 | $2,334.64 | $3.41 | 0.15% |
Victoria Latham Fiduciary Alliance LLC | 7,751 | $670,344.13 | $615,274.38 | -$55,069.75 | -8.22% |
Brian Matter Creative Capital Management Investments LLC | 36 | $2,730.96 | $2,857.68 | $126.72 | 4.64% |
| BP Brett Pohl Kingdom Financial Group LLC | 7 | $540 | $584.71 | $44.71 | 8.28% |
Steve Alexandrowski GEM Asset Management LLC | 3,837 | $258,559.13 | $304,581.06 | $46,021.93 | 17.8% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,997 | $377,859.56 | $401,259.1 | $23,399.54 | 6.19% |
Jesse Haller Compass Financial Group Inc./SD | 4,385 | $297,656.93 | $352,115.5 | $54,458.57 | 18.3% |
Scott Highmark Mosaic Family Wealth Partners LLC | 17,850 | $1.35M | $1.43M | $83,743 | 6.2% |
Jeffrey Rosenthal Viawealth LLC | 52,795 | $3.65M | $4.4M | $751,828.06 | 20.6% |
Kevin Kroskey True Wealth Design LLC | 284 | $24,106.82 | $22,543.92 | -$1,562.9 | -6.48% |
Lison Couture iA Global Asset Management Inc. | 10,493 | $834,896.19 | $832,934.34 | -$1,961.85 | -0.23% |
| DD Damir Durkovic Entropy Technologies, LP | 108,101 | $8.37M | $8.92M | $544,419.79 | 6.5% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 528 | $40,064.02 | $41,912.64 | $1,848.62 | 4.61% |
Courtney Holt Compound Planning, Inc. | 2,744 | $229,480.86 | $217,818.72 | -$11,662.14 | -5.08% |
Katherine Stoner Empower Advisory Group, LLC | 46,167 | $3.68M | $3.81M | $129,465.14 | 3.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,860 | $160,287.88 | $152,408.4 | -$7,879.48 | -4.92% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,368 | $290,827.31 | $267,351.84 | -$23,475.47 | -8.07% |
Tony Macafee UniSuper Management Pty Ltd | 3,989 | $329,267.21 | $326,858.66 | -$2,408.55 | -0.73% |
Thomas Healy PFW Advisors LLC | 2,935 | $135,127.4 | $232,980.3 | $97,852.9 | 72.42% |