| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 19 | $8,813.26 | $13,114.75 | $4,301.49 | 48.81% |
Victoria Latham Fiduciary Alliance LLC | 1,113 | $657,382.94 | $729,649.42 | $72,266.48 | 10.99% |
Brian Matter Creative Capital Management Investments LLC | 176 | $117,374.4 | $115,380.32 | -$1,994.08 | -1.7% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,055 | $1.3M | $1.35M | $48,038.27 | 3.7% |
Dennis Wallace Fortune Financial Advisors LLC | 1,165 | $752,244.07 | $763,739.06 | $11,494.99 | 1.53% |
Darren Tapley New England Capital Financial Advisors LLC | 15 | $6,711 | $9,833.55 | $3,122.55 | 46.53% |
Moises Valladares Insigneo Advisory Services LLC | 640 | $285,430.32 | $434,988.79 | $149,558.47 | 52.4% |
Scott Highmark Mosaic Family Wealth Partners LLC | 443 | $295,437 | $302,892.39 | $7,455.39 | 2.52% |
Ashley Buboltz Moran Wealth Management LLC | 5,641 | $2.89M | $3.86M | $967,047.22 | 33.46% |
Andrew Lewis Genesis Private Wealth LLC | 315 | $210,074 | $206,504.55 | -$3,569.45 | -1.7% |
Paul B. Ordonio Park Place Capital Corp. | 11 | $4,701.78 | $7,476.37 | $2,774.59 | 59.01% |
Kevin Kroskey True Wealth Design LLC | 3 | $1,493.5 | $1,966.71 | $473.21 | 31.68% |
Johnathan Kasting DDFG Inc. | 1,500 | $599,865 | $983,355.01 | $383,490.01 | 63.93% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 32,223 | $20.35M | $21.9M | $1.55M | 7.64% |
Beth Zilka Baron Wealth Management LLC | 349 | $211,148 | $228,793.93 | $17,645.93 | 8.36% |
Dana Isaacs ClearAlpha Technologies LP | 803 | $485,822.78 | $545,774.99 | $59,952.21 | 12.34% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 4 | $2,421 | $2,622.28 | $201.28 | 8.31% |
Staci Compagno Portside Wealth Group, LLC | 1,001 | $420,186.6 | $656,225.58 | $236,038.98 | 56.17% |
Shawn Scholz Impact Partnership Wealth, LLC | 333 | $222,078 | $218,304.81 | -$3,773.19 | -1.7% |
John Shanley Aspect Partners, LLC | 2 | $1,116 | $1,311.14 | $195.14 | 17.49% |