| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amna Ali Khan GDS Wealth Management | 59,552 | $16.09M | $16.6M | $509,511.88 | 3.17% |
Mark Mowrey Signature Resources Capital Management LLC | 37 | $9,875.62 | $9,721.75 | -$153.87 | -1.56% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,611 | $425,672.61 | $423,290.25 | -$2,382.36 | -0.56% |
Anita Woodhouse V-Square Quantitative Management LLC | 5,150 | $1.7M | $1.35M | -$351,598.81 | -20.62% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 86,150 | $16.85M | $22.64M | $5.78M | 34.31% |
Rachel Faulk Cape Investment Advisory Inc. | 66 | $16,459 | $17,638.5 | $1,179.5 | 7.17% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 31 | $1,775.06 | $8,639.08 | $6,864.02 | 386.69% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 903 | $291,452.28 | $237,263.25 | -$54,189.03 | -18.59% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 505 | $110,651.19 | $133,559.87 | $22,908.68 | 20.7% |
Mariana Coli Dunhill Financial LLC | 821 | $268,352.62 | $221,653.59 | -$46,699.03 | -17.4% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,473 | $421,261.83 | $387,030.75 | -$34,231.08 | -8.13% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 918 | $322,229.16 | $241,204.5 | -$81,024.66 | -25.15% |
Lukas Lindgren Abound Wealth Management | 75 | $17,145.62 | $19,706.25 | $2,560.63 | 14.93% |
Drew Phillips Fortitude Family Office LLC | 419 | $139,653.57 | $110,092.25 | -$29,561.32 | -21.17% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,644 | $539,340.74 | $431,961 | -$107,379.74 | -19.91% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,188 | $214,525.21 | $574,897 | $360,371.79 | 167.99% |
Brian Dechow SWAN Capital LLC | 116 | $34,350.27 | $32,326.88 | -$2,023.39 | -5.89% |
Bert D. Barre Colonial Trust Co. / SC | 29 | $7,542.75 | $7,842.47 | $299.72 | 3.97% |
Daniel Guy Ethos Financial Group LLC | 1,379 | $342,951.61 | $362,332.25 | $19,380.64 | 5.65% |
Victoria Latham Fiduciary Alliance LLC | 4,577 | $1.47M | $1.2M | -$271,606.96 | -18.42% |