| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 3 | $248 | $179.76 | -$68.24 | -27.52% |
Rachel Faulk Cape Investment Advisory Inc. | 38 | $2,456 | $2,276.96 | -$179.04 | -7.29% |
Lukas Lindgren Abound Wealth Management | 6 | $98.67 | $359.22 | $260.55 | 264.06% |
Drew Phillips Fortitude Family Office LLC | 510 | $32,204.53 | $30,559.2 | -$1,645.33 | -5.11% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,961.5 | $213,868.51 | $226,241.26 | $12,372.75 | 5.79% |
Bert D. Barre Colonial Trust Co. / SC | 52.5 | $1,273.65 | $3,125.32 | $1,851.67 | 145.38% |
Brian Matter Creative Capital Management Investments LLC | 30 | $2,370 | $1,797.6 | -$572.4 | -24.15% |
Lydia Moore MRP Capital Investments LLC | 44,899.5 | $1.7M | $2.63M | $930,418.97 | 54.72% |
Kevin Kroskey True Wealth Design LLC | 19 | $645.14 | $1,138.48 | $493.34 | 76.47% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 5,212.5 | $411,787.5 | $295,288.12 | -$116,499.38 | -28.29% |
Courtney Holt Compound Planning, Inc. | 4,198.5 | $167,277.39 | $249,138.99 | $81,861.6 | 48.94% |
Peter Sigismondi Ramirez Asset Management, Inc. | 600 | $47,400 | $34,458 | -$12,942 | -27.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,677 | $269,233.5 | $340,222.61 | $70,989.11 | 26.37% |
Mathieu Cornu Pictet Asset Management Holding SA | 16,209 | $445,333.59 | $971,243.28 | $525,909.69 | 118.09% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 15 | $814.13 | $857.4 | $43.27 | 5.31% |
Jae Cho Marex Group plc | 2,658 | $209,982 | $157,353.6 | -$52,628.4 | -25.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,781 | $762,087.31 | $1.02M | $254,274.65 | 33.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 27 | $776.64 | $1,598.67 | $822.03 | 105.84% |
Taylor Wagner Valued Wealth Advisors LLC | 183 | $14,457 | $10,469.43 | -$3,987.57 | -27.58% |
Curtis Burkholder Bare Financial Services, Inc | 342 | $20,400.36 | $20,492.64 | $92.28 | 0.45% |