| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Trent Curry bLong Financial LLC | 4,425 | $365,991.75 | $348,623.62 | -$17,368.13 | -4.75% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 254,030 | $14.55M | $19.9M | $5.35M | 36.77% |
Rachel Faulk Cape Investment Advisory Inc. | 195 | $15,406.76 | $15,373.8 | -$32.96 | -0.21% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 224,266 | $11.95M | $17.8M | $5.85M | 48.98% |
Drew Phillips Fortitude Family Office LLC | 60 | $4,904.05 | $4,730.4 | -$173.65 | -3.54% |
Brian Dechow SWAN Capital LLC | 15 | $1,185 | $1,158.9 | -$26.1 | -2.2% |
Bert D. Barre Colonial Trust Co. / SC | 120 | $8,101.69 | $9,425.4 | $1,323.71 | 16.34% |
Brian Matter Creative Capital Management Investments LLC | 20 | $1,580.2 | $1,576.8 | -$3.4 | -0.22% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,326 | $458,867.03 | $418,810.01 | -$40,057.02 | -8.73% |
Michael Radoff LGT Financial Advisors LLC | 84 | $4,650.84 | $6,550.32 | $1,899.48 | 40.84% |
Paul B. Ordonio Park Place Capital Corp. | 584 | $45,632.37 | $45,762.24 | $129.87 | 0.28% |
Kevin Kroskey True Wealth Design LLC | 257 | $21,125.42 | $20,261.88 | -$863.54 | -4.09% |
Jill Batley Gateway Wealth Partners LLC | 4,551 | $359,545 | $349,334.76 | -$10,210.24 | -2.84% |
| JC Jared Calvert Buck Wealth Strategies LLC | 21 | $1,659 | $1,654.17 | -$4.83 | -0.29% |
Ilko Menkov Vestal Point Capita LLP | 850,000 | $54.64M | $66.48M | $11.84M | 21.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 758 | $58,192.53 | $60,048.76 | $1,856.23 | 3.19% |
Staci Compagno Portside Wealth Group, LLC | 2,823 | $223,045 | $218,584.89 | -$4,460.11 | -2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 40 | $3,310.57 | $3,128.2 | -$182.37 | -5.51% |
Norden Group LLC NORDEN GROUP LLC | 3,216 | $254,098 | $247,310.4 | -$6,787.6 | -2.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 752 | $47,515.6 | $57,385.12 | $9,869.52 | 20.77% |