| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 13,489 | $253,458.31 | $255,751.44 | $2,293.13 | 0.9% |
Ana-Maria Ignat Covestor Ltd | 385 | $8,335.25 | $7,303.45 | -$1,031.8 | -12.38% |
Bill McVay Red Tortoise LLC | 76 | $1,567.12 | $1,450.46 | -$116.66 | -7.44% |
W. Travis McKinney HB Wealth Management LLC | 12,367 | $267,869.22 | $234,601.99 | -$33,267.23 | -12.42% |
| MC mike Chen Byrne Asset Management LLC | 314 | $8,667.1 | $5,992.69 | -$2,674.41 | -30.86% |
William Jollie Quent Capital LLC | 786 | $19,513.56 | $14,910.42 | -$4,603.14 | -23.59% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,570 | $49,181.57 | $29,814.3 | -$19,367.27 | -39.38% |
| TIM Tevis Investment Management Tevis Investment Management | 87,680 | $1.9M | $1.66M | -$238,051.2 | -12.53% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 92,003 | $2.02M | $1.74M | -$281,902.04 | -13.94% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 237 | $5,121.02 | $4,511.29 | -$609.73 | -11.91% |
Drew Phillips Fortitude Family Office LLC | 933 | $17,130 | $17,699.01 | $569.01 | 3.32% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,923 | $200,546 | $207,427.77 | $6,881.77 | 3.43% |
Bert D. Barre Colonial Trust Co. / SC | 3,436 | $106,851.8 | $65,180.92 | -$41,670.88 | -39% |
Nelson J. Lam LAM GROUP Inc. | 780 | $16,084 | $14,913.6 | -$1,170.4 | -7.28% |
Stephen Smith Kestra Investment Management LLC | 41,277 | $864,293.18 | $789,629.01 | -$74,664.17 | -8.64% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 30 | $638 | $569.1 | -$68.9 | -10.8% |
| JC Jared Calvert Buck Wealth Strategies LLC | 35 | $745 | $663.77 | -$81.23 | -10.9% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 283 | $6,023 | $5,360.02 | -$662.98 | -11.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,846 | $183,356.32 | $183,627.9 | $271.58 | 0.15% |
Mathieu Cornu Pictet Asset Management Holding SA | 3.85M | $98.2M | $72.95M | -$25.25M | -25.71% |