| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 603 | $42,531.9 | $37,735.74 | -$4,796.16 | -11.28% |
Ana-Maria Ignat Covestor Ltd | 105 | $5,790.54 | $6,932.1 | $1,141.56 | 19.71% |
| CC Cheung Chan Chemistry Wealth Management LLC | 42,597 | $2.37M | $2.67M | $299,804.82 | 12.67% |
Courtney Lawson Autumn Glory Partners LLC | 8,252 | $368,616.84 | $516,410.16 | $147,793.32 | 40.09% |
William Jollie Quent Capital LLC | 257 | $14,822.27 | $16,967.14 | $2,144.87 | 14.47% |
Taro Kuriyama Axq Capita LLP | 10,622 | $574,246.89 | $689,474.02 | $115,227.13 | 20.07% |
CJ Harrison DecisionPoint Financial LLC | 5 | $292 | $323.35 | $31.35 | 10.74% |
Mariana Coli Dunhill Financial LLC | 2 | $93.48 | $132.04 | $38.56 | 41.25% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 18,192 | $1.07M | $1.14M | $64,401.17 | 6% |
Drew Phillips Fortitude Family Office LLC | 148 | $7,697.17 | $9,261.84 | $1,564.67 | 20.33% |
Bert D. Barre Colonial Trust Co. / SC | 1,603 | $83,011.33 | $103,666.01 | $20,654.68 | 24.88% |
Brian Matter Creative Capital Management Investments LLC | 47 | $2,783.81 | $2,941.26 | $157.45 | 5.66% |
Jeffrey Rosenthal Viawealth LLC | 5,131 | $287,812.29 | $331,821.77 | $44,009.48 | 15.29% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 35,449 | $2.08M | $2.3M | $218,044.96 | 10.47% |
| PIL PFG Investments LLC PFG Investments LLC | 4,053 | $233,858 | $253,636.74 | $19,778.74 | 8.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 644 | $34,788.2 | $40,301.52 | $5,513.32 | 15.85% |
Mathieu Cornu Pictet Asset Management Holding SA | 17,175 | $900,868.39 | $1.07M | $173,943.11 | 19.31% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 33 | $2,144.69 | $2,065.14 | -$79.55 | -3.71% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4 | $231 | $250.32 | $19.32 | 8.36% |
Taylor Wagner Valued Wealth Advisors LLC | 2 | $134 | $125.16 | -$8.84 | -6.6% |