| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 107 | $35,760.46 | $38,339.7 | $2,579.24 | 7.21% |
Penny A. Phillips Journey Strategic Wealth LLC | 950 | $387,740.2 | $341,477.5 | -$46,262.7 | -11.93% |
Ana-Maria Ignat Covestor Ltd | 153 | $75,198.78 | $55,633.86 | -$19,564.92 | -26.02% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 8,404 | $4.83M | $3.06M | -$1.78M | -36.76% |
W. Travis McKinney HB Wealth Management LLC | 2,183 | $1.08M | $793,782.46 | -$289,703.1 | -26.74% |
William Jollie Quent Capital LLC | 40 | $19,819.04 | $14,544.8 | -$5,274.24 | -26.61% |
Nichole Raftopoulos Nvest Financial LLC | 953 | $314,656.78 | $342,975.17 | $28,318.39 | 9% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,421 | $568,357.14 | $516,704.02 | -$51,653.12 | -9.09% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,360 | $761,708.4 | $845,033.4 | $83,325 | 10.94% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,187 | $396,161.27 | $425,509.84 | $29,348.57 | 7.41% |
| JG John Ginter Callan Family Office LLC | 5,595 | $2.14M | $2.03M | -$106,783.36 | -5% |
Mark Mowrey Signature Resources Capital Management LLC | 13 | $7,151.69 | $4,658.09 | -$2,493.6 | -34.87% |
Albert Moore First National Advisers LLC | 890 | $260,289.39 | $316,306 | $56,016.61 | 21.52% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,022 | $416,407.58 | $371,619.64 | -$44,787.94 | -10.76% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 18,660 | $9.01M | $6.69M | -$2.32M | -25.77% |
Rachel Faulk Cape Investment Advisory Inc. | 26 | $7,604.07 | $9,454.12 | $1,850.05 | 24.33% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 457 | $151,943.36 | $164,268.65 | $12,325.29 | 8.11% |
Mariana Coli Dunhill Financial LLC | 1 | $453.95 | $363.62 | -$90.33 | -19.9% |
Drew Phillips Fortitude Family Office LLC | 20 | $7,245.35 | $7,272.4 | $27.05 | 0.37% |
Bert D. Barre Colonial Trust Co. / SC | 111 | $37,961.38 | $40,193.65 | $2,232.27 | 5.88% |