| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 12,250 | $89,360 | $91,752.5 | $2,392.5 | 2.68% |
Caroline Jankowski Operose Advisors LLC | 700 | $5,372.5 | $6,839 | $1,466.5 | 27.3% |
Brian Ramsay Wealthspan Partners LLC | 41,000 | $90,926.45 | $363,260 | $272,333.55 | 299.51% |
William Jollie Quent Capital LLC | 674 | $5,172.95 | $6,140.14 | $967.19 | 18.7% |
Robert Glass AlphaCentric Advisors LLC | 90,000 | $765,825 | $674,100 | -$91,725 | -11.98% |
Jim Clark Worth Asset Management LLC | 14,134 | $108,478.45 | $105,863.66 | -$2,614.79 | -2.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 700 | $6,832 | $5,243 | -$1,589 | -23.26% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 15,524 | $119,283.2 | $116,274.76 | -$3,008.44 | -2.52% |
Drew Phillips Fortitude Family Office LLC | 4,071 | $36,802 | $30,491.79 | -$6,310.21 | -17.15% |
Brian Dechow SWAN Capital LLC | 40 | $308.8 | $390.8 | $82 | 26.55% |
Bert D. Barre Colonial Trust Co. / SC | 1,250 | $10,160 | $11,637.5 | $1,477.5 | 14.54% |
Jeffrey D. Munjack JDM Financial Group LLC | 3,450 | $26,478.75 | $31,050 | $4,571.25 | 17.26% |
Sue Oleari Trifecta Capital Advisors LLC | 100 | $904 | $749 | -$155 | -17.15% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,159 | $55,677.29 | $54,568.74 | -$1,108.55 | -1.99% |
Lydia Moore MRP Capital Investments LLC | 1,500 | $12,536.25 | $13,965 | $1,428.75 | 11.4% |
Moises Valladares Insigneo Advisory Services LLC | 13,616 | $123,088.64 | $125,811.84 | $2,723.2 | 2.21% |
| PIL PFG Investments LLC PFG Investments LLC | 105,500 | $823,718.32 | $790,195 | -$33,523.32 | -4.07% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 85,408 | $746,496.9 | $789,169.92 | $42,673.02 | 5.72% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,000 | $1,070 | $9,240 | $8,170 | 763.55% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 35,000 | $316,400 | $262,150 | -$54,250 | -17.15% |