| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DP Drew Phillips Fortitude Family Office LLC | 249 | $33,523.84 | $28,852.87 | -$4,670.97 | -13.93% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,925 | $250,589.03 | $345,150 | $94,560.97 | 37.74% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 22,086 | $2.19M | $2.56M | $370,813.21 | 16.93% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,067 | $861,586.39 | $587,670.66 | -$273,915.73 | -31.79% |
Brian Dechow SWAN Capital LLC | 274 | $36,180.89 | $31,778.52 | -$4,402.37 | -12.17% |
Bert D. Barre Colonial Trust Co. / SC | 8,354 | $843,252.76 | $968,019.75 | $124,766.99 | 14.8% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 4,582 | $469,462.6 | $517,491.08 | $48,028.48 | 10.23% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,226 | $580,894.13 | $590,224.44 | $9,330.31 | 1.61% |
| VL Victoria Latham Fiduciary Alliance LLC | 20,121 | $1.99M | $2.33M | $343,481.19 | 17.26% |
Loni Adams Daymark Wealth Partners LLC | 15,854 | $2.1M | $1.84M | -$264,746.76 | -12.6% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,723 | $375,677.42 | $431,402.62 | $55,725.2 | 14.83% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,815 | $338,440.37 | $326,188.12 | -$12,252.25 | -3.62% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 17,607 | $1.99M | $2.04M | $53,441.77 | 2.69% |
Adam Laibson Mainsail Financial Group LLC | 5,468 | $537,942 | $617,555.92 | $79,613.92 | 14.8% |
| SS Sheryl Stephens Stephens Consulting LLC | 223 | $31,220.01 | $25,840.12 | -$5,379.89 | -17.23% |
Cornell P. Abod Beacon Investment Advisors LLC | 17,353 | $2.77M | $2.01M | -$755,504.06 | -27.31% |
| BP Brett Pohl Kingdom Financial Group LLC | 11 | $1,111 | $1,274.62 | $163.62 | 14.73% |
| SS Stephen Smith Kestra Investment Management LLC | 26,171 | $2.58M | $3.03M | $456,030.84 | 17.7% |
Bree Pate Olisti Co. Wealth LLC | 75 | $7,439 | $8,754.75 | $1,315.75 | 17.69% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 6,880 | $668,175.96 | $809,913.6 | $141,737.64 | 21.21% |