| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DP Drew Phillips Fortitude Family Office LLC | 391 | $212,473.36 | $157,821.28 | -$54,652.08 | -25.72% |
Matthew Zienty Cardinal Point Capital Management ULC | 496 | $228,651 | $174,153.04 | -$54,497.96 | -23.83% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,832 | $3.96M | $3.95M | -$8,145.45 | -0.21% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,590 | $1.22M | $1.44M | $221,872.38 | 18.16% |
Brian Dechow SWAN Capital LLC | 2 | $922 | $804.24 | -$117.76 | -12.77% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,118 | $386,907.96 | $449,570.16 | $62,662.2 | 16.2% |
Bert D. Barre Colonial Trust Co. / SC | 472 | $242,758.63 | $190,515.72 | -$52,242.91 | -21.52% |
| DH Drew Hartman Warther Private Wealth LLC | 1,004 | $449,757.2 | $403,728.48 | -$46,028.72 | -10.23% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 545 | $225,482.42 | $219,269.85 | -$6,212.57 | -2.76% |
| VL Victoria Latham Fiduciary Alliance LLC | 1,218 | $636,056.05 | $489,782.16 | -$146,273.89 | -23% |
| NH Nolan Hoffmeyer Thematics Asset Management | 77,935 | $24.7M | $31.34M | $6.64M | 26.87% |
Loni Adams Daymark Wealth Partners LLC | 6,932 | $2.21M | $2.8M | $592,411.54 | 26.86% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 657 | $221,645.37 | $264,192.84 | $42,547.47 | 19.2% |
Brian Matter Creative Capital Management Investments LLC | 780 | $383,190.6 | $313,653.6 | -$69,537 | -18.15% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 663 | $310,958.02 | $267,610 | -$43,348.02 | -13.94% |
Belena Vincetti Fortis Capital Advisors LLC | 3,317 | $1.8M | $1.34M | -$456,305.83 | -25.42% |
| YG Youse Guia DoubleLine ETF Adviser LP | 4,467 | $2.06M | $1.8M | -$256,204.46 | -12.44% |
Angela McCray SurgoCap Partners LP | 333,032 | $181.22M | $134.42M | -$46.8M | -25.82% |
| PDH Patrick D. Hayes Canopy Partners LLC | 1,521 | $672,187.8 | $613,928.83 | -$58,258.97 | -8.67% |
Marc White Clarendon Private LLC | 511 | $282,455.35 | $206,257.48 | -$76,197.87 | -26.98% |