| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 4,212 | $406,332 | $454,601.16 | $48,269.16 | 11.88% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,163 | $565,254.23 | $449,978.67 | -$115,275.56 | -20.39% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,608 | $211,398.48 | $173,808.72 | -$37,589.76 | -17.78% |
Brian Dechow SWAN Capital LLC | 84 | $8,103 | $9,079.56 | $976.56 | 12.05% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 74,582 | $7.66M | $8.06M | $405,695.91 | 5.3% |
Bert D. Barre Colonial Trust Co. / SC | 2,062 | $275,072.62 | $223,610.7 | -$51,461.92 | -18.71% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,950 | $380,511.09 | $318,865.5 | -$61,645.59 | -16.2% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,247 | $324,818.67 | $350,968.23 | $26,149.56 | 8.05% |
Loni Adams Daymark Wealth Partners LLC | 13,894 | $1.74M | $1.51M | -$236,730.78 | -13.58% |
Brian Matter Creative Capital Management Investments LLC | 25 | $2,411.75 | $2,702.25 | $290.5 | 12.05% |
| NL Nolan Langford Left Brain Wealth Management LLC | 2,460 | $333,945 | $265,901.4 | -$68,043.6 | -20.38% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 6,649 | $908,652.87 | $721,041.5 | -$187,611.37 | -20.65% |
| SS Sheryl Stephens Stephens Consulting LLC | 8 | $808 | $867.55 | $59.55 | 7.37% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 4,782 | $637,680.04 | $518,577.3 | -$119,102.74 | -18.68% |
| BP Brett Pohl Kingdom Financial Group LLC | 552 | $55,127.28 | $59,860.87 | $4,733.59 | 8.59% |
| SS Stephen Smith Kestra Investment Management LLC | 4,174 | $462,025.73 | $452,643.59 | -$9,382.14 | -2.03% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 790 | $76,212 | $85,670.44 | $9,458.44 | 12.41% |
Bree Pate Olisti Co. Wealth LLC | 600 | $60,534 | $65,526 | $4,992 | 8.25% |
Amy Ardeel Icon Wealth Advisors LLC | 10,276 | $991,325.72 | $1.12M | $125,572.72 | 12.67% |
Joshua A. Kennon Kennon-Green & Company LLC | 18,860 | $2.56M | $2.05M | -$509,921.67 | -19.96% |