| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 310 | $283,790.07 | $435,035.39 | $151,245.32 | 53.29% |
David W. Chenet Presidio Capital Management LLC | 146 | $331,964.58 | $196,894.14 | -$135,070.44 | -40.69% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 13 | $28,491.85 | $17,455.36 | -$11,036.49 | -38.74% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,766 | $422,545.2 | $5.28M | $4.86M | 1,150.75% |
CJ Harrison DecisionPoint Financial LLC | 1 | $2,273.73 | $1,394.83 | -$878.9 | -38.65% |
| JG John Ginter Callan Family Office LLC | 3,419 | $1.59M | $4.61M | $3.02M | 190.1% |
Rodrigo Diaz Plan Group Financial LLC | 300 | $682,119 | $421,001.99 | -$261,117.01 | -38.28% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 172 | $391,082 | $241,374.48 | -$149,707.52 | -38.28% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 366 | $232,534.44 | $513,622.43 | $281,087.99 | 120.88% |
Anita Woodhouse V-Square Quantitative Management LLC | 543 | $128,897.37 | $710,749.02 | $581,851.65 | 451.41% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 2,143 | $935,283.59 | $2.9M | $1.97M | 210.51% |
Rachel Faulk Cape Investment Advisory Inc. | 16 | $36,379.85 | $22,317.28 | -$14,062.57 | -38.65% |
Vyoma Patel Strata Wealth Advisors LLC | 245 | $557,064 | $332,314.32 | -$224,749.68 | -40.35% |
Mariana Coli Dunhill Financial LLC | 13 | $12,461.8 | $18,142.93 | $5,681.13 | 45.59% |
Drew Phillips Fortitude Family Office LLC | 119 | $118,752.51 | $165,984.77 | $47,232.26 | 39.77% |
Jill Grimes Centurion Wealth Management LLC | 300 | $190,602.7 | $421,001.99 | $230,399.29 | 120.88% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 613 | $389,463.42 | $860,247.4 | $470,783.98 | 120.88% |
Bert D. Barre Colonial Trust Co. / SC | 9 | $5,718.06 | $12,139.56 | $6,421.5 | 112.3% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 163 | $370,618 | $228,744.42 | -$141,873.58 | -38.28% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 271 | $64,330.03 | $380,305.13 | $315,975.1 | 491.18% |