| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 1,418 | $392,181.08 | $645,445.24 | $253,264.16 | 64.58% |
Albert Moore First National Advisers LLC | 9,576 | $2.14M | $4.23M | $2.09M | 97.6% |
Anita Woodhouse V-Square Quantitative Management LLC | 104 | $26,303.33 | $45,981.52 | $19,678.19 | 74.81% |
Lukas Lindgren Abound Wealth Management | 1 | $252.92 | $442.13 | $189.21 | 74.81% |
Drew Phillips Fortitude Family Office LLC | 19 | $5,518.46 | $8,400.47 | $2,882.01 | 52.22% |
Bert D. Barre Colonial Trust Co. / SC | 680 | $181,567.18 | $309,522.4 | $127,955.22 | 70.47% |
Nolan Hoffmeyer Thematics Asset Management | 58,303 | $14.58M | $25.78M | $11.19M | 76.77% |
Brian Matter Creative Capital Management Investments LLC | 5 | $2,245.1 | $2,210.65 | -$34.45 | -1.53% |
Jeffrey D. Munjack JDM Financial Group LLC | 14 | $4,750.9 | $6,605.34 | $1,854.44 | 39.03% |
Sue Oleari Trifecta Capital Advisors LLC | 301 | $66,280 | $133,081.13 | $66,801.13 | 100.79% |
Amy Hart Phillips Wealth Planners LLC | 570 | $198,035.64 | $260,233.49 | $62,197.85 | 31.41% |
Kevin Kroskey True Wealth Design LLC | 80 | $20,532.23 | $35,370.4 | $14,838.17 | 72.27% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,040 | $352,924.12 | $475,872.81 | $122,948.69 | 34.84% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,952 | $888,804 | $895,987.54 | $7,183.54 | 0.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 788 | $235,455.95 | $348,398.44 | $112,942.49 | 47.97% |
Mathieu Cornu Pictet Asset Management Holding SA | 3,949 | $977,355.38 | $1.75M | $768,615.99 | 78.64% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,552.9 | $2,652.78 | $1,099.88 | 70.83% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 513 | $233,727 | $226,812.69 | -$6,914.31 | -2.96% |
| KS Kristi Shields ROGCO, LP | 36 | $8,903.43 | $15,916.68 | $7,013.25 | 78.77% |
Syon Capital LLC SYON CAPITAL LLC | 1,506 | $377,837.54 | $689,100.44 | $311,262.9 | 82.38% |