| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 12,756 | $132,917.52 | $150,393.24 | $17,475.72 | 13.15% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 23,255 | $791,267.32 | $274,176.45 | -$517,090.87 | -65.35% |
Bert Miller Miller Wealth Advisors LLC | 4 | $109.44 | $47.16 | -$62.28 | -56.91% |
Ana-Maria Ignat Covestor Ltd | 568 | $5,570.53 | $6,696.72 | $1,126.19 | 20.22% |
Bill McVay Red Tortoise LLC | 251 | $2,510 | $2,959.29 | $449.29 | 17.9% |
| WTM W. Travis McKinney HB Wealth Management LLC | 16,227 | $169,964.34 | $191,316.33 | $21,351.99 | 12.56% |
| WJ William Jollie Quent Capital LLC | 1,732 | $17,320 | $20,420.28 | $3,100.28 | 17.9% |
| TK Taro Kuriyama Axq Capita LLP | 164,128 | $1.94M | $1.94M | -$9,670.09 | -0.5% |
Mariana Coli Dunhill Financial LLC | 2 | $20 | $23.58 | $3.58 | 17.9% |
Bert D. Barre Colonial Trust Co. / SC | 250 | $3,327.5 | $2,947.5 | -$380 | -11.42% |
| DS David Smith Linden Thomas Advisory Services LLC | 22,283 | $483,307.22 | $262,716.57 | -$220,590.65 | -45.64% |
Kevin Kroskey True Wealth Design LLC | 646 | $10,096.38 | $7,616.34 | -$2,480.04 | -24.56% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 509 | $6,775 | $6,001.11 | -$773.89 | -11.42% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 51,410 | $502,641.05 | $606,123.9 | $103,482.85 | 20.59% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 205 | $2,278.54 | $2,416.95 | $138.41 | 6.07% |
Alexandra Stickelman Root Financial Partners, LLC | 154 | $1,885.3 | $1,815.66 | -$69.64 | -3.69% |
Norden Group LLC NORDEN GROUP LLC | 16,006 | $165,531.41 | $188,710.74 | $23,179.33 | 14% |
| AA Andrew Alkon EntryPoint Capital, LLC | 26,305 | $240,025 | $310,135.95 | $70,110.95 | 29.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,049 | $13,114.58 | $12,367.71 | -$746.87 | -5.69% |
Mathieu Cornu Pictet Asset Management Holding SA | 26,719 | $531,063.06 | $315,017.01 | -$216,046.05 | -40.68% |