| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 400 | $52,200 | $61,520 | $9,320 | 17.85% |
Loni Adams Daymark Wealth Partners LLC | 2,376 | $377,689 | $330,026.38 | -$47,662.62 | -12.62% |
Brian Matter Creative Capital Management Investments LLC | 26 | $4,057.3 | $3,611.4 | -$445.9 | -10.99% |
| BP Brett Pohl Kingdom Financial Group LLC | 33 | $3,693 | $5,185.12 | $1,492.12 | 40.4% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,900 | $283,806.8 | $296,115 | $12,308.2 | 4.34% |
| LQ Louise Quant Trium Capital LLP | 12,134 | $1.78M | $1.69M | -$98,496.68 | -5.52% |
Scott Paschal Financial Partners Group LLC | 11,994 | $1.32M | $1.67M | $349,652.4 | 26.56% |
Jeffrey Rosenthal Viawealth LLC | 4,852 | $611,902.15 | $746,237.6 | $134,335.45 | 21.95% |
Kevin Kroskey True Wealth Design LLC | 368 | $42,949.69 | $51,115.2 | $8,165.51 | 19.01% |
Beth Zilka Baron Wealth Management LLC | 1,380 | $219,389 | $191,681.99 | -$27,707.01 | -12.63% |
| PIL PFG Investments LLC PFG Investments LLC | 1,532 | $243,517 | $212,794.78 | -$30,722.22 | -12.62% |
Jenna Laws Evexia Wealth LLC | 4,670 | $659,647.81 | $733,773.75 | $74,125.94 | 11.24% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 24 | $3,258 | $3,333.6 | $75.6 | 2.32% |
Courtney Holt Compound Planning, Inc. | 4,876 | $825,258.8 | $677,276.35 | -$147,982.45 | -17.93% |
Katherine Stoner Empower Advisory Group, LLC | 1,957 | $276,837.31 | $305,115.87 | $28,278.56 | 10.21% |
Nemes Rush Group LLC Nemes Rush Group LLC | 315 | $40,829.13 | $48,721.05 | $7,891.92 | 19.33% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 45 | $5,036 | $6,250.5 | $1,214.5 | 24.12% |
Norden Group LLC NORDEN GROUP LLC | 1,293 | $205,600 | $179,597.69 | -$26,002.31 | -12.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,973 | $743,450.26 | $690,749.65 | -$52,700.61 | -7.09% |
Mathieu Cornu Pictet Asset Management Holding SA | 92,799 | $15.64M | $12.89M | -$2.75M | -17.59% |