| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 25,713 | $3.41M | $4.78M | $1.37M | 40.33% |
Dalila Toledo Ascent Group LLC | 1,514 | $302,043 | $281,778.11 | -$20,264.89 | -6.71% |
James Peterson Nearwater Capital Markets Ltd. | 80,000 | $15.77M | $15.16M | -$608,000 | -3.86% |
Taro Kuriyama Axq Capita LLP | 18,637 | $2.71M | $3.49M | $779,958.73 | 28.77% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 90,612 | $14.13M | $17.06M | $2.93M | 20.72% |
Edward Lowndes Angeles Wealth Management LLC | 1,220 | $243,390 | $226,907.8 | -$16,482.2 | -6.77% |
Nolan Baker Retirement Guys Formula LLC | 1,497 | $217,753.62 | $285,313.23 | $67,559.61 | 31.03% |
CJ Harrison DecisionPoint Financial LLC | 14 | $1,499.64 | $2,650.34 | $1,150.7 | 76.73% |
| JG John Ginter Callan Family Office LLC | 3,926 | $464,792.72 | $739,579.88 | $274,787.16 | 59.12% |
Anita Woodhouse V-Square Quantitative Management LLC | 128 | $25,229 | $24,231.68 | -$997.32 | -3.95% |
Rachel Faulk Cape Investment Advisory Inc. | 1,372 | $157,600.11 | $259,733.32 | $102,133.21 | 64.81% |
Mariana Coli Dunhill Financial LLC | 15 | $2,143.12 | $2,839.65 | $696.53 | 32.5% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 49 | $5,623 | $9,119.63 | $3,496.63 | 62.18% |
Lukas Lindgren Abound Wealth Management | 1 | $198 | $189.93 | -$8.07 | -4.08% |
Drew Phillips Fortitude Family Office LLC | 116 | $15,022.43 | $21,959.96 | $6,937.53 | 46.18% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,159 | $231,220.5 | $215,203.12 | -$16,017.38 | -6.93% |
Bert D. Barre Colonial Trust Co. / SC | 187 | $27,201.02 | $35,242.02 | $8,041 | 29.56% |
Victoria Latham Fiduciary Alliance LLC | 1,589 | $309,759.51 | $294,743.61 | -$15,015.9 | -4.85% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 13,124 | $756,534.61 | $2.45M | $1.69M | 223.32% |
Brian Matter Creative Capital Management Investments LLC | 1,839 | $366,880.5 | $348,141.09 | -$18,739.41 | -5.11% |