| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 2,297 | $229,378.42 | $251,774.17 | $22,395.75 | 9.76% |
Owen Schrum Schrum Private Wealth Management LLC | 6,107 | $614,439.43 | $664,746.95 | $50,307.52 | 8.19% |
Katie Christensen iSAM Funds UKK) Ltd | 4,400 | $497,376 | $478,808 | -$18,568 | -3.73% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,754 | $242,672.76 | $301,865.94 | $59,193.18 | 24.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,418 | $213,281.98 | $265,036.98 | $51,755 | 24.27% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 350 | $31,122 | $38,363.5 | $7,241.5 | 23.27% |
CJ Harrison DecisionPoint Financial LLC | 5 | $529.6 | $544.75 | $15.15 | 2.86% |
| JG John Ginter Callan Family Office LLC | 9,333 | $901,036.75 | $998,631 | $97,594.25 | 10.83% |
Rodrigo Diaz Plan Group Financial LLC | 2,394 | $249,886 | $262,406.34 | $12,520.34 | 5.01% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 84,037 | $6.58M | $9.21M | $2.63M | 39.97% |
Rachel Faulk Cape Investment Advisory Inc. | 348 | $39,333 | $37,914.6 | -$1,418.4 | -3.61% |
Mariana Coli Dunhill Financial LLC | 15 | $1,578.11 | $1,632.75 | $54.64 | 3.46% |
Drew Phillips Fortitude Family Office LLC | 403 | $38,879.73 | $44,172.83 | $5,293.1 | 13.61% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,670 | $322,930.81 | $402,268.7 | $79,337.89 | 24.57% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,302 | $296,266.46 | $361,932.22 | $65,665.76 | 22.16% |
Bert D. Barre Colonial Trust Co. / SC | 166 | $18,621.24 | $17,762 | -$859.24 | -4.61% |
Brian Matter Creative Capital Management Investments LLC | 2,056 | $147,166.55 | $225,358.16 | $78,191.61 | 53.13% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 10,986 | $1.21M | $1.2M | -$6,199.79 | -0.51% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,782 | $201,437 | $193,917.24 | -$7,519.76 | -3.73% |
Steve Alexandrowski GEM Asset Management LLC | 5,016 | $446,904.78 | $549,803.76 | $102,898.98 | 23.02% |