| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 12 | $363.48 | $700.62 | $337.14 | 92.75% |
William Jollie Quent Capital LLC | 3,046 | $175,084.08 | $175,906.5 | $822.42 | 0.47% |
CJ Harrison DecisionPoint Financial LLC | 6 | $266.94 | $346.5 | $79.56 | 29.8% |
Mariana Coli Dunhill Financial LLC | 4 | $201.99 | $231 | $29.01 | 14.36% |
Lukas Lindgren Abound Wealth Management | 4 | $164.41 | $231.12 | $66.71 | 40.58% |
Drew Phillips Fortitude Family Office LLC | 401 | $23,494.73 | $23,157.75 | -$336.98 | -1.43% |
Bert D. Barre Colonial Trust Co. / SC | 48 | $4,007.52 | $2,749.44 | -$1,258.08 | -31.39% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,144 | $215,175 | $183,358.08 | -$31,816.92 | -14.79% |
Bree Pate Olisti Co. Wealth LLC | 192 | $12,036.23 | $11,176.32 | -$859.91 | -7.14% |
Kevin Kroskey True Wealth Design LLC | 5 | $288 | $288.75 | $0.75 | 0.26% |
Beth Zilka Baron Wealth Management LLC | 4,542 | $266,135.56 | $264,480.66 | -$1,654.9 | -0.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 23 | $1,442 | $1,315.6 | -$126.4 | -8.77% |
| AA Andrew Alkon EntryPoint Capital, LLC | 5,231 | $358,010 | $301,567.15 | -$56,442.85 | -15.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,808 | $113,235.21 | $100,958.72 | -$12,276.49 | -10.84% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,032 | $261,475.22 | $348,348 | $86,872.78 | 33.22% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 4 | $122 | $231.12 | $109.12 | 89.44% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,969 | $272,726.68 | $227,423.7 | -$45,302.98 | -16.61% |
NICOLE MARTIN Arlington Trust Co LLC | 26 | $1,779 | $1,493.44 | -$285.56 | -16.05% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,731 | $524,450.14 | $676,292.15 | $151,842.01 | 28.95% |
STEFANIE KENNEDY Ballast Asset Management, LP | 41,737 | $1.51M | $2.38M | $871,085.31 | 57.54% |