| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 18 | $3,515.68 | $4,067.19 | $551.51 | 15.69% |
Loni Adams Daymark Wealth Partners LLC | 746 | $331,821 | $162,404.2 | -$169,416.8 | -51.06% |
Brian Matter Creative Capital Management Investments LLC | 14 | $6,227.2 | $3,199.28 | -$3,027.92 | -48.62% |
Nolan Langford Left Brain Wealth Management LLC | 1,070 | $475,936 | $243,071.9 | -$232,864.1 | -48.93% |
Jeffrey D. Munjack JDM Financial Group LLC | 52 | $11,950.12 | $11,477.96 | -$472.16 | -3.95% |
Patrick D. Hayes Canopy Partners LLC | 727 | $323,370 | $161,125.01 | -$162,244.99 | -50.17% |
Amy Hart Phillips Wealth Planners LLC | 896 | $110,897.92 | $197,998.08 | $87,100.16 | 78.54% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,932 | $443,992.59 | $441,500.64 | -$2,491.95 | -0.56% |
Moises Valladares Insigneo Advisory Services LLC | 571 | $253,981 | $122,610.83 | -$131,370.17 | -51.72% |
David Smith Linden Thomas Advisory Services LLC | 8,267 | $745,460.76 | $1.81M | $1.07M | 143% |
Paul B. Ordonio Park Place Capital Corp. | 40 | $6,392 | $9,026.6 | $2,634.6 | 41.22% |
Kevin Kroskey True Wealth Design LLC | 184 | $39,356.24 | $42,047.68 | $2,691.44 | 6.84% |
Lison Couture iA Global Asset Management Inc. | 652 | $290,009.59 | $143,346.89 | -$146,662.7 | -50.57% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,187 | $189,682.6 | $261,982.77 | $72,300.17 | 38.12% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 64 | $13,395.25 | $14,673.83 | $1,278.58 | 9.55% |
Courtney Holt Compound Planning, Inc. | 1,208 | $304,054.56 | $271,316.8 | -$32,737.76 | -10.77% |
Shawn Scholz Impact Partnership Wealth, LLC | 950 | $422,438 | $209,085.5 | -$213,352.5 | -50.51% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 19,862 | $8.83M | $4.36M | -$4.48M | -50.66% |
Norden Group LLC NORDEN GROUP LLC | 1,387 | $228,091.07 | $303,246.74 | $75,155.67 | 32.95% |
| BF Brian Falahee Delta Global Management LP | 82,294 | $13.15M | $18.25M | $5.1M | 38.78% |