| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 35 | $3,014.9 | $3,310.3 | $295.4 | 9.8% |
Morgan Carter RFP Financial Group LLC | 5,954 | $600,642 | $561,134.73 | -$39,507.27 | -6.58% |
Brian Matter Creative Capital Management Investments LLC | 27 | $2,723.76 | $2,548.53 | -$175.23 | -6.43% |
Scott Register Register Financial Advisors LLC | 2,576 | $221,915.49 | $243,316.08 | $21,400.59 | 9.64% |
Darren Tapley New England Capital Financial Advisors LLC | 198 | $17,090 | $18,703.08 | $1,613.08 | 9.44% |
Kevin Kroskey True Wealth Design LLC | 1,081 | $93,117.76 | $102,035.59 | $8,917.83 | 9.58% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 8,418 | $776,610.04 | $795,627.27 | $19,017.23 | 2.45% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 603,456 | $60.93M | $56.8M | -$4.12M | -6.77% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 10,138 | $1.01M | $958,446.52 | -$49,534.52 | -4.91% |
Beth Zilka Baron Wealth Management LLC | 2,079 | $209,730 | $196,834.52 | -$12,895.48 | -6.15% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 2,821 | $243,000.8 | $266,697.34 | $23,696.54 | 9.75% |
David Silver INSTRUMENTAL WEALTH, LLC | 5,764 | $517,360.72 | $544,928.56 | $27,567.84 | 5.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 155 | $15,092.3 | $14,647.5 | -$444.8 | -2.95% |
Courtney Holt Compound Planning, Inc. | 4,051 | $349,971.14 | $383,589.19 | $33,618.05 | 9.61% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,605 | $224,382.78 | $246,406.95 | $22,024.17 | 9.82% |
Thomas Healy PFW Advisors LLC | 5,536 | $478,020.64 | $522,543.04 | $44,522.4 | 9.31% |
Thomas Dobbins New Republic Capital, LLC | 3,757 | $323,660.5 | $354,998.93 | $31,338.43 | 9.68% |
Norden Group LLC NORDEN GROUP LLC | 2,118 | $213,635 | $200,489.88 | -$13,145.12 | -6.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,625 | $249,461.65 | $243,731.25 | -$5,730.4 | -2.3% |
Mathieu Cornu Pictet Asset Management Holding SA | 69,360 | $5.97M | $6.55M | $580,007.03 | 9.72% |