| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gary Fraser Foresight Group Ltd. Liability Partnership | 170,779 | $19.98M | $30.04M | $10.06M | 50.35% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 84,832 | $11.95M | $14.65M | $2.7M | 22.57% |
Rachel Faulk Cape Investment Advisory Inc. | 26 | $3,453.57 | $4,564.3 | $1,110.73 | 32.16% |
Mariana Coli Dunhill Financial LLC | 7 | $948.08 | $1,228.85 | $280.77 | 29.61% |
Lukas Lindgren Abound Wealth Management | 5 | $568.92 | $882.32 | $313.4 | 55.09% |
Drew Phillips Fortitude Family Office LLC | 203 | $28,737.25 | $35,636.65 | $6,899.4 | 24.01% |
Bert D. Barre Colonial Trust Co. / SC | 7 | $826.07 | $1,233.33 | $407.26 | 49.3% |
Nolan Hoffmeyer Thematics Asset Management | 89,657 | $10.36M | $15.8M | $5.44M | 52.54% |
Loni Adams Daymark Wealth Partners LLC | 4,213 | $523,590.22 | $727,553.5 | $203,963.28 | 38.95% |
Brian Matter Creative Capital Management Investments LLC | 24 | $3,159.12 | $4,213.2 | $1,054.08 | 33.37% |
| YG Youse Guia DoubleLine ETF Adviser LP | 3,098 | $353,110.22 | $543,234.3 | $190,124.08 | 53.84% |
| BP Brett Pohl Kingdom Financial Group LLC | 5 | $700 | $863.46 | $163.46 | 23.35% |
Stephen Smith Kestra Investment Management LLC | 11,155 | $1.48M | $1.93M | $449,941.35 | 30.37% |
Sue Oleari Trifecta Capital Advisors LLC | 3 | $399 | $519.84 | $120.84 | 30.29% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,663 | $369,983.02 | $460,352.81 | $90,369.79 | 24.43% |
Kun Gao Sherbrooke Park Advisers LLC | 2,012 | $273,773 | $352,401.8 | $78,628.8 | 28.72% |
Paul B. Ordonio Park Place Capital Corp. | 233 | $32,345.42 | $41,087.22 | $8,741.8 | 27.03% |
David D. Jones Applied Finance Capital Management LLC | 2,883 | $367,501.84 | $500,416.72 | $132,914.88 | 36.17% |
Kevin Kroskey True Wealth Design LLC | 1,442 | $173,836.9 | $253,143.1 | $79,306.2 | 45.62% |
Jill Batley Gateway Wealth Partners LLC | 1,687 | $192,297.1 | $291,091.85 | $98,794.75 | 51.38% |