| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 131 | $29,320.67 | $25,990.4 | -$3,330.27 | -11.36% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,858 | $927,245.23 | $1.14M | $214,771.87 | 23.16% |
Bert D. Barre Colonial Trust Co. / SC | 341 | $53,791.49 | $66,754.16 | $12,962.67 | 24.1% |
Nolan Hoffmeyer Thematics Asset Management | 77,742 | $12.4M | $15.19M | $2.8M | 22.58% |
Brian Matter Creative Capital Management Investments LLC | 15 | $4,392.15 | $2,976 | -$1,416.15 | -32.24% |
Cornell P. Abod Beacon Investment Advisors LLC | 30,115 | $3.54M | $5.96M | $2.42M | 68.48% |
Bree Pate Olisti Co. Wealth LLC | 15 | $2,046 | $2,953.35 | $907.35 | 44.35% |
Timothy J. Videnka Forza Wealth Management LLC | 2,466 | $402,554.84 | $482,029.02 | $79,474.18 | 19.74% |
Matthew C. Jessup Jessup Wealth Management Inc. | 2,472 | $482,856.1 | $477,602.76 | -$5,253.34 | -1.09% |
Jesse Ellington Dover Advisors LLC | 1,619 | $227,032.75 | $320,707.71 | $93,674.96 | 41.26% |
Moises Valladares Insigneo Advisory Services LLC | 685 | $200,575 | $131,424.1 | -$69,150.9 | -34.48% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,000 | $292,810 | $198,685 | -$94,125 | -32.15% |
David Smith Linden Thomas Advisory Services LLC | 1,709 | $333,818.72 | $332,776.48 | -$1,042.24 | -0.31% |
Roland Vetter West Tower Group LLC | 6,963 | $1.39M | $1.37M | -$24,773.26 | -1.78% |
Kevin Kroskey True Wealth Design LLC | 156 | $34,212.53 | $30,950.4 | -$3,262.13 | -9.53% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 860 | $251,817 | $169,583.4 | -$82,233.6 | -32.66% |
| DD Damir Durkovic Entropy Technologies, LP | 9,436 | $1.84M | $1.85M | $4,670.77 | 0.25% |
| MN Mark Neitzel M1 Capital Management LLC | 1,085 | $211,933 | $216,104.87 | $4,171.87 | 1.97% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 10 | $2,070 | $1,991.4 | -$78.6 | -3.8% |
Gregory Bosch Strategies Wealth Advisors, LLC | 974 | $285,197 | $190,855.3 | -$94,341.7 | -33.08% |