| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2 | $471.3 | $765.02 | $293.72 | 62.32% |
Jennifer Ralph Oppold Alpine Peaks Capita LLP | 10,897 | $2.53M | $4.18M | $1.65M | 65.19% |
Ana-Maria Ignat Covestor Ltd | 32 | $7,958.69 | $12,538.56 | $4,579.87 | 57.55% |
W. Travis McKinney HB Wealth Management LLC | 607 | $206,972.48 | $237,840.81 | $30,868.33 | 14.91% |
William Jollie Quent Capital LLC | 95 | $24,699.64 | $37,223.85 | $12,524.21 | 50.71% |
CJ Harrison DecisionPoint Financial LLC | 1 | $441 | $391.83 | -$49.17 | -11.15% |
| JG John Ginter Callan Family Office LLC | 1,418 | $392,181.08 | $541,222.24 | $149,041.16 | 38% |
Albert Moore First National Advisers LLC | 9,576 | $2.14M | $3.7M | $1.56M | 72.73% |
Anita Woodhouse V-Square Quantitative Management LLC | 104 | $26,303.33 | $40,750.32 | $14,446.99 | 54.92% |
Lukas Lindgren Abound Wealth Management | 1 | $252.92 | $389.41 | $136.49 | 53.97% |
Drew Phillips Fortitude Family Office LLC | 24 | $7,637.21 | $9,403.92 | $1,766.71 | 23.13% |
Bert D. Barre Colonial Trust Co. / SC | 680 | $181,567.18 | $261,351.2 | $79,784.02 | 43.94% |
Nolan Hoffmeyer Thematics Asset Management | 58,303 | $14.58M | $22.52M | $7.94M | 54.42% |
Brian Matter Creative Capital Management Investments LLC | 5 | $2,245.1 | $1,959.15 | -$285.95 | -12.74% |
Jeffrey D. Munjack JDM Financial Group LLC | 14 | $4,750.9 | $5,417.72 | $666.82 | 14.04% |
Sue Oleari Trifecta Capital Advisors LLC | 301 | $66,280 | $116,012.92 | $49,732.92 | 75.03% |
Amy Hart Phillips Wealth Planners LLC | 570 | $198,035.64 | $220,658.4 | $22,622.76 | 11.42% |
Kevin Kroskey True Wealth Design LLC | 85 | $23,104.82 | $33,305.55 | $10,200.73 | 44.15% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,040 | $352,924.12 | $400,972 | $48,047.88 | 13.61% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 44 | $18,645 | $17,163.08 | -$1,481.92 | -7.95% |