| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 187,930 | $14.58M | $14.78M | $196,014.53 | 1.34% |
Janelle Anderson Grand Wealth Management LLC | 93,381 | $7.41M | $7.33M | -$76,070.73 | -1.03% |
Brook Hart Presilium Private Wealth LLC | 41,456 | $3.24M | $3.26M | $19,108.82 | 0.59% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 76,942 | $5.98M | $6.05M | $71,648.42 | 1.2% |
Amna Ali Khan GDS Wealth Management | 8,915 | $674,635.25 | $700,540.7 | $25,905.45 | 3.84% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 19,268 | $1.54M | $1.51M | -$25,241.09 | -1.64% |
Rachel Faulk Cape Investment Advisory Inc. | 583 | $46,038 | $45,835.46 | -$202.54 | -0.44% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 41,082 | $3.2M | $3.23M | $25,716.73 | 0.8% |
Mariana Coli Dunhill Financial LLC | 8,763 | $693,557.36 | $688,859.43 | -$4,697.93 | -0.68% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 840 | $66,992.75 | $66,040.8 | -$951.95 | -1.42% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,700 | $450,471 | $448,134 | -$2,337 | -0.52% |
Jill Grimes Centurion Wealth Management LLC | 5,003 | $383,775.08 | $393,335.86 | $9,560.78 | 2.49% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,966 | $223,013.54 | $233,186.92 | $10,173.38 | 4.56% |
Bert D. Barre Colonial Trust Co. / SC | 30 | $2,378.1 | $2,354.7 | -$23.4 | -0.98% |
Bridget Davis Cedar Point Capital Partners LLC | 40,873 | $3.17M | $3.21M | $38,748.32 | 1.22% |
Victoria Latham Fiduciary Alliance LLC | 3,333 | $265,166.8 | $262,040.46 | -$3,126.34 | -1.18% |
| RDL Rodrigo De La Garza Summa Corp. | 9,500 | $741,405 | $746,890 | $5,485 | 0.74% |
Mark Meredith Meredith Wealth Planning | 10,393 | $782,857.73 | $817,097.66 | $34,239.93 | 4.37% |
Michael Snyder Beaumont Financial Advisors LLC | 19,031 | $1.45M | $1.5M | $45,265.6 | 3.12% |
Erik Brenner Hilltop Partners LLC | 157,574 | $12.43M | $12.39M | -$43,844.18 | -0.35% |