| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 6,852 | $1.03M | $1.62M | $590,418.62 | 57.25% |
| EM Erin Mccann Simplicity Wealth LLC | 2,259 | $313,904.69 | $537,257.97 | $223,353.28 | 71.15% |
Robert Glass AlphaCentric Advisors LLC | 3,891 | $688,547.73 | $890,649.86 | $202,102.13 | 29.35% |
Michael Byun SageView Advisory Group LLC | 1,263 | $222,363.99 | $294,064.29 | $71,700.3 | 32.24% |
Thomas Mason Mason & Associates Inc. | 1,038 | $224,270.28 | $241,677.54 | $17,407.26 | 7.76% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 70 | $9,578.8 | $16,298.1 | $6,719.3 | 70.15% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 443 | $95,715 | $105,422.92 | $9,707.92 | 10.14% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,855 | $808,285.72 | $653,509.47 | -$154,776.25 | -19.15% |
CJ Harrison DecisionPoint Financial LLC | 6 | $1,020.5 | $1,412.1 | $391.6 | 38.37% |
| JG John Ginter Callan Family Office LLC | 6,183 | $1.09M | $1.46M | $375,523.85 | 34.51% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,349 | $767,127.62 | $1.02M | $256,409.57 | 33.42% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 43,699 | $8.96M | $10.35M | $1.38M | 15.45% |
Rachel Faulk Cape Investment Advisory Inc. | 8 | $1,737.87 | $1,882.8 | $144.93 | 8.34% |
Mariana Coli Dunhill Financial LLC | 6 | $1,046.88 | $1,412.1 | $365.22 | 34.89% |
Lukas Lindgren Abound Wealth Management | 15 | $2,778.68 | $3,562.5 | $783.82 | 28.21% |
Drew Phillips Fortitude Family Office LLC | 276 | $58,650.84 | $64,956.6 | $6,305.76 | 10.75% |
Bert D. Barre Colonial Trust Co. / SC | 3 | $458.76 | $714.39 | $255.63 | 55.72% |
Loni Adams Daymark Wealth Partners LLC | 956 | $206,553 | $227,011.76 | $20,458.76 | 9.9% |
Brian Matter Creative Capital Management Investments LLC | 20 | $4,321.2 | $4,707 | $385.8 | 8.93% |
| YG Youse Guia DoubleLine ETF Adviser LP | 1,947 | $356,943.28 | $445,668.28 | $88,725 | 24.86% |