| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 65 | $1,979.9 | $3,755.05 | $1,775.15 | 89.66% |
Loni Adams Daymark Wealth Partners LLC | 3,773 | $224,758 | $214,796.89 | -$9,961.11 | -4.43% |
Brian Matter Creative Capital Management Investments LLC | 25 | $1,489.25 | $1,435.25 | -$54 | -3.63% |
Timothy J. Videnka Forza Wealth Management LLC | 19,279 | $390,267.09 | $1.12M | $731,192.34 | 187.36% |
Kelly Christopher Significant Wealth Partners LLC | 6,313 | $277,649.56 | $362,303.07 | $84,653.51 | 30.49% |
Kevin Kroskey True Wealth Design LLC | 349 | $19,543.26 | $20,036.09 | $492.83 | 2.52% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 14,330 | $620,937.88 | $816,380.1 | $195,442.22 | 31.48% |
Scott Boyce Decker Retirement Planning Inc. | 39 | $2,323 | $2,233.53 | -$89.47 | -3.85% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 243 | $8,315.6 | $14,023.53 | $5,707.93 | 68.64% |
Staci Compagno Portside Wealth Group, LLC | 3,521 | $209,745 | $200,732.21 | -$9,012.79 | -4.3% |
Nemes Rush Group LLC Nemes Rush Group LLC | 260 | $9,256.95 | $14,999.4 | $5,742.45 | 62.03% |
| AA Andrew Alkon EntryPoint Capital, LLC | 5,424 | $238,547.69 | $309,873.12 | $71,325.43 | 29.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,072 | $166,273.15 | $176,363.52 | $10,090.37 | 6.07% |
Mathieu Cornu Pictet Asset Management Holding SA | 12,433 | $314,411.7 | $713,778.53 | $399,366.83 | 127.02% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 23 | $567.04 | $1,307.32 | $740.28 | 130.55% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 25,377 | $1.14M | $1.46M | $316,341.77 | 27.66% |
NICOLE MARTIN Arlington Trust Co LLC | 4 | $176 | $227.26 | $51.26 | 29.12% |
Chris Kleine Park Capital Management, LLC / WI | 4,701 | $280,039 | $269,108.74 | -$10,930.26 | -3.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 618 | $12,139.95 | $35,127.12 | $22,987.17 | 189.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,122 | $584,783.69 | $973,214.48 | $388,430.79 | 66.42% |