| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 21,273 | $1.55M | $2.49M | $942,284.48 | 60.8% |
Brian Dechow SWAN Capital LLC | 868 | $85,446.55 | $130,555.88 | $45,109.33 | 52.79% |
Bert D. Barre Colonial Trust Co. / SC | 517 | $65,209.86 | $80,228.06 | $15,018.2 | 23.03% |
Belena Vincetti Fortis Capital Advisors LLC | 2,373 | $370,752.25 | $277,996.95 | -$92,755.3 | -25.02% |
Patrick D. Hayes Canopy Partners LLC | 2,048 | $240,674.63 | $239,923.2 | -$751.43 | -0.31% |
Sheryl Stephens Stephens Consulting LLC | 2 | $298 | $234.3 | -$63.7 | -21.38% |
Nelson J. Lam LAM GROUP Inc. | 50 | $5,931 | $5,857.5 | -$73.5 | -1.24% |
Lucas Mosher SP Asset Management LLC | 2,500 | $200,350 | $292,875 | $92,525 | 46.18% |
| BP Brett Pohl Kingdom Financial Group LLC | 100 | $16,096.87 | $15,156 | -$940.87 | -5.85% |
Stephen Smith Kestra Investment Management LLC | 1,786 | $211,842.02 | $220,213.8 | $8,371.78 | 3.95% |
Sue Oleari Trifecta Capital Advisors LLC | 3,300 | $361,924.56 | $386,595 | $24,670.44 | 6.82% |
Bree Pate Olisti Co. Wealth LLC | 120 | $19,316 | $14,058 | -$5,258 | -27.22% |
Joseph Gentili Riverview Capital Advisers LLC | 2,643 | $382,041.85 | $397,533.63 | $15,491.78 | 4.05% |
Amy Ardeel Icon Wealth Advisors LLC | 13,475 | $1.43M | $1.66M | $227,218.53 | 15.84% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 35 | $3,996 | $4,315.5 | $319.5 | 8% |
Louis Chang Gavilan Investment Partners LLC | 230,000 | $15.04M | $34.59M | $19.55M | 129.96% |
Andy Peters Goldstein Advisors LLC | 3,361 | $397,700.31 | $393,741.15 | -$3,959.16 | -1% |
Jeffrey Hanson Breakwater Capital Group | 5,511 | $420,890.56 | $645,613.65 | $224,723.09 | 53.39% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 2,625 | $390,101 | $307,518.75 | -$82,582.25 | -21.17% |
Darren Tapley New England Capital Financial Advisors LLC | 11 | $381.81 | $1,288.65 | $906.84 | 237.51% |