| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 994 | $65,425.08 | $80,762.5 | $15,337.42 | 23.44% |
Amir Ali Monsefi Aire Advisors LLC | 5,500 | $386,045 | $448,085 | $62,040 | 16.07% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,766 | $306,604.04 | $305,196.64 | -$1,407.4 | -0.46% |
Ana-Maria Ignat Covestor Ltd | 103 | $7,163.38 | $8,325.49 | $1,162.11 | 16.22% |
Bill McVay Red Tortoise LLC | 103 | $7,121.42 | $8,373.38 | $1,251.96 | 17.58% |
W. Travis McKinney HB Wealth Management LLC | 10,532 | $785,628.67 | $851,301.56 | $65,672.89 | 8.36% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 17,000 | $1.38M | $1.39M | $4,675 | 0.34% |
Timothy Taylor TCM Advisors LLC | 10,818 | $772,073.82 | $882,640.62 | $110,566.8 | 14.32% |
William Jollie Quent Capital LLC | 1,650 | $129,963 | $133,369.5 | $3,406.5 | 2.62% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 54,544 | $4.14M | $4.33M | $189,783.1 | 4.58% |
Taro Kuriyama Axq Capita LLP | 18,611 | $1.41M | $1.52M | $101,987.84 | 7.21% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 56,387 | $4.28M | $4.59M | $307,297.67 | 7.17% |
CJ Harrison DecisionPoint Financial LLC | 4 | $329 | $323.32 | -$5.68 | -1.73% |
| JG John Ginter Callan Family Office LLC | 18,623 | $1.47M | $1.51M | $38,523.12 | 2.61% |
Anita Woodhouse V-Square Quantitative Management LLC | 614 | $47,964.2 | $48,776.16 | $811.96 | 1.69% |
Rachel Faulk Cape Investment Advisory Inc. | 553 | $42,005.94 | $44,698.99 | $2,693.05 | 6.41% |
Mariana Coli Dunhill Financial LLC | 17 | $1,405.05 | $1,374.11 | -$30.94 | -2.2% |
Drew Phillips Fortitude Family Office LLC | 143 | $11,409.12 | $11,558.69 | $149.57 | 1.31% |
Brian Dechow SWAN Capital LLC | 25 | $1,778 | $2,032.37 | $254.37 | 14.31% |
Bert D. Barre Colonial Trust Co. / SC | 39 | $2,716.56 | $3,162.51 | $445.95 | 16.42% |