| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 101 | $6,944.77 | $7,485.11 | $540.34 | 7.78% |
Missy Straw Nilsine Partners LLC | 21,317 | $1.43M | $1.54M | $111,507.7 | 7.79% |
Michael Byun SageView Advisory Group LLC | 8,087 | $597,545.5 | $585,579.67 | -$11,965.83 | -2% |
Taro Kuriyama Axq Capita LLP | 16,487 | $1.2M | $1.22M | $20,773.99 | 1.74% |
David K. Balsdon Harvest Portfolios Group Inc. | 71,573 | $4.78M | $5.18M | $399,396.47 | 8.35% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,444 | $245,693.53 | $321,790.04 | $76,096.51 | 30.97% |
Rachel Faulk Cape Investment Advisory Inc. | 1,309 | $94,665.82 | $97,009.99 | $2,344.17 | 2.48% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,197 | $211,673.03 | $231,494.77 | $19,821.74 | 9.36% |
Bert D. Barre Colonial Trust Co. / SC | 105 | $7,613.55 | $7,754.77 | $141.22 | 1.85% |
Amy Hart Phillips Wealth Planners LLC | 4,423 | $294,129.93 | $320,269.43 | $26,139.5 | 8.89% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,785 | $357,616.93 | $346,481.85 | -$11,135.08 | -3.11% |
Moises Valladares Insigneo Advisory Services LLC | 4,722 | $348,891.83 | $352,025.1 | $3,133.27 | 0.9% |
Paul B. Ordonio Park Place Capital Corp. | 8,142 | $592,633.78 | $600,635.34 | $8,001.56 | 1.35% |
Kevin Kroskey True Wealth Design LLC | 292 | $21,191.28 | $21,640.12 | $448.84 | 2.12% |
| JC Jared Calvert Buck Wealth Strategies LLC | 903 | $65,477 | $66,961.96 | $1,484.96 | 2.27% |
Jacob Going Alpine Bank Wealth Management | 283 | $20,520 | $20,492.03 | -$27.97 | -0.14% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,550 | $262,086.37 | $257,055.5 | -$5,030.87 | -1.92% |
Courtney Holt Compound Planning, Inc. | 2,877 | $212,442.38 | $212,869.23 | $426.85 | 0.2% |
Tony Macafee UniSuper Management Pty Ltd | 7,767 | $545,142.17 | $562,408.47 | $17,266.3 | 3.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,636 | $257,933.04 | $261,301.14 | $3,368.1 | 1.31% |