| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 383 | $59,363.92 | $52,015.23 | -$7,348.69 | -12.38% |
Ed West Values First Advisors Inc. | 10,903 | $1.53M | $1.61M | $78,174.51 | 5.1% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,786 | $694,701.66 | $559,608.66 | -$135,093 | -19.45% |
CJ Harrison DecisionPoint Financial LLC | 2 | $363 | $280.2 | -$82.8 | -22.81% |
| JG John Ginter Callan Family Office LLC | 4,689 | $702,772.31 | $639,720.27 | -$63,052.04 | -8.97% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,163 | $413,784.17 | $467,523.03 | $53,738.86 | 12.99% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 35,866 | $8.65M | $5.3M | -$3.35M | -38.72% |
Rachel Faulk Cape Investment Advisory Inc. | 385 | $54,146 | $53,938.5 | -$207.5 | -0.38% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 94 | $14,810.64 | $12,846.98 | -$1,963.66 | -13.26% |
Mariana Coli Dunhill Financial LLC | 1 | $141.25 | $135.79 | -$5.46 | -3.87% |
Drew Phillips Fortitude Family Office LLC | 41 | $5,383.39 | $6,060.21 | $676.82 | 12.57% |
Bert D. Barre Colonial Trust Co. / SC | 72 | $9,989.43 | $9,822.96 | -$166.47 | -1.67% |
Bridget Davis Cedar Point Capital Partners LLC | 2,386 | $426,116.1 | $352,674.66 | -$73,441.44 | -17.24% |
Loni Adams Daymark Wealth Partners LLC | 2,705 | $327,370.75 | $399,826.05 | $72,455.3 | 22.13% |
Brian Matter Creative Capital Management Investments LLC | 10 | $1,406.4 | $1,478.1 | $71.7 | 5.1% |
| BP Brett Pohl Kingdom Financial Group LLC | 41 | $5,584 | $5,567.39 | -$16.61 | -0.3% |
Stephen Smith Kestra Investment Management LLC | 2,285 | $321,362 | $320,128.5 | -$1,233.5 | -0.38% |
Moises Valladares Insigneo Advisory Services LLC | 3,368 | $542,491.61 | $469,566.56 | -$72,925.05 | -13.44% |
David D. Jones Applied Finance Capital Management LLC | 1,665 | $289,776.62 | $246,103.65 | -$43,672.97 | -15.07% |
Kevin Kroskey True Wealth Design LLC | 265 | $34,366.78 | $39,169.65 | $4,802.87 | 13.98% |