| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 1,016 | $158,894.02 | $143,855.44 | -$15,038.58 | -9.46% |
Dalila Toledo Ascent Group LLC | 3,755 | $511,627.2 | $531,670.45 | $20,043.25 | 3.92% |
Michael Byun SageView Advisory Group LLC | 3,698 | $551,249.87 | $523,599.82 | -$27,650.05 | -5.02% |
| TK Taro Kuriyama Axq Capita LLP | 16,071 | $2.38M | $2.28M | -$101,414.16 | -4.27% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 3,779 | $258,036.29 | $535,068.61 | $277,032.32 | 107.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,422 | $449,274.38 | $486,847.94 | $37,573.56 | 8.36% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 20 | $1,862 | $2,845.8 | $983.8 | 52.84% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,930 | $2.08M | $1.84M | -$239,463.64 | -11.52% |
| JG John Ginter Callan Family Office LLC | 9,814 | $1.46M | $1.4M | -$60,066.97 | -4.12% |
Linda M. Dagilus Greenfield Savings Bank | 6,495 | $630,396.76 | $926,057.1 | $295,660.34 | 46.9% |
Anita Woodhouse V-Square Quantitative Management LLC | 14,137 | $1.61M | $2.01M | $402,621.23 | 24.98% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 144,735 | $15.1M | $20.59M | $5.5M | 36.4% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 72 | $5,299.92 | $10,243.44 | $4,943.52 | 93.28% |
Mariana Coli Dunhill Financial LLC | 36 | $5,111.9 | $5,121.72 | $9.82 | 0.19% |
Lukas Lindgren Abound Wealth Management | 114 | $11,560.74 | $16,135.56 | $4,574.82 | 39.57% |
| DP Drew Phillips Fortitude Family Office LLC | 179 | $16,709.78 | $25,543.3 | $8,833.52 | 52.86% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,475 | $212,526.81 | $352,118.25 | $139,591.44 | 65.68% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,703 | $212,584.74 | $242,285.81 | $29,701.07 | 13.97% |
Bert D. Barre Colonial Trust Co. / SC | 100 | $13,234.08 | $14,270 | $1,035.92 | 7.83% |
| YG Youse Guia DoubleLine ETF Adviser LP | 15,614 | $2M | $2.23M | $223,334.32 | 11.14% |