| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 72 | $3,285.36 | $4,335.12 | $1,049.76 | 31.95% |
Bill Scoggins First Citizens Asset Management Inc. | 3,655 | $219,227 | $220,842.78 | $1,615.78 | 0.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 94 | $5,062.04 | $5,686.06 | $624.02 | 12.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 35,745 | $1.54M | $2.16M | $615,344.87 | 39.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,496 | $148,963 | $150,508.8 | $1,545.8 | 1.04% |
Laurel Steward Mattson Financial Services, LLC | 11,258 | $594,194.28 | $678,857.4 | $84,663.12 | 14.25% |
Gregory A. Brown Brown Financial Advisors | 18,775 | $991,073.75 | $1.13M | $141,058.75 | 14.23% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 16,464 | $900,616.47 | $992,779.2 | $92,162.73 | 10.23% |
| BIM Brentview Investment Management LLC Brentview Investment Management LLC | 800 | $42,124 | $48,760 | $6,636 | 15.75% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 34,347 | $1.88M | $2.08M | $201,341.16 | 10.74% |