| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 2,129 | $200,480.36 | $226,674.63 | $26,194.27 | 13.07% |
Taro Kuriyama Axq Capita LLP | 43,595 | $4.8M | $4.76M | -$34,758.43 | -0.72% |
Mark Fiskio Empirical Asset Management LLC | 2,634 | $281,126.82 | $281,179.5 | $52.68 | 0.02% |
Timothy Gerlach Novem Group | 28,683 | $3.06M | $3.06M | $573.25 | 0.02% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,340 | $4.09M | $4.42M | $321,233.14 | 7.85% |
CJ Harrison DecisionPoint Financial LLC | 4 | $420 | $428.04 | $8.04 | 1.91% |
| JG John Ginter Callan Family Office LLC | 5,519 | $470,451.02 | $598,811.5 | $128,360.48 | 27.28% |
Anita Woodhouse V-Square Quantitative Management LLC | 5,953 | $536,543.71 | $637,030.54 | $100,486.83 | 18.73% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 29,646 | $2.38M | $3.14M | $762,174.99 | 32.02% |
Rachel Faulk Cape Investment Advisory Inc. | 36 | $3,842.24 | $3,852.36 | $10.12 | 0.26% |
Drew Phillips Fortitude Family Office LLC | 287 | $31,112.67 | $30,711.87 | -$400.8 | -1.29% |
Bert D. Barre Colonial Trust Co. / SC | 3 | $267.24 | $327.39 | $60.15 | 22.51% |
Daniel Guy Ethos Financial Group LLC | 3,726 | $343,271.58 | $395,850.24 | $52,578.66 | 15.32% |
Brian Matter Creative Capital Management Investments LLC | 38 | $4,055.74 | $4,066.38 | $10.64 | 0.26% |
| YG Youse Guia DoubleLine ETF Adviser LP | 5,351 | $571,112 | $574,055.28 | $2,943.28 | 0.52% |
| BP Brett Pohl Kingdom Financial Group LLC | 324 | $34,615 | $34,340.76 | -$274.24 | -0.79% |
Timothy J. Videnka Forza Wealth Management LLC | 3,400 | $343,230.29 | $364,259 | $21,028.71 | 6.13% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,511 | $573,799.53 | $482,722.11 | -$91,077.42 | -15.87% |
Dean Pelos Commonwealth Retirement Investments LLC | 174 | $18,571 | $18,637.14 | $66.14 | 0.36% |
Kevin Kroskey True Wealth Design LLC | 129 | $13,422.96 | $13,804.29 | $381.33 | 2.84% |