| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Murray Quantum Financial Advisors LLC | 968 | $230,587.28 | $254,477.53 | $23,890.25 | 10.36% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 15 | $2,769 | $3,943.35 | $1,174.35 | 42.41% |
CJ Harrison DecisionPoint Financial LLC | 11 | $2,184.88 | $3,610.42 | $1,425.54 | 65.25% |
| JG John Ginter Callan Family Office LLC | 48,334 | $4.78M | $15.72M | $10.94M | 229.02% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,481 | $1.17M | $915,120.12 | -$258,345.66 | -22.02% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 52,325 | $13.03M | $13.76M | $722,789.48 | 5.55% |
Rachel Faulk Cape Investment Advisory Inc. | 35 | $13,806 | $11,487.7 | -$2,318.3 | -16.79% |
Mariana Coli Dunhill Financial LLC | 15 | $3,465.87 | $5,684.1 | $2,218.23 | 64% |
Lukas Lindgren Abound Wealth Management | 1 | $244.26 | $262.89 | $18.63 | 7.63% |
Irene Chou Panoramic Capital LLC | 2,500 | $986,175 | $814,574.97 | -$171,600.03 | -17.4% |
Drew Phillips Fortitude Family Office LLC | 235 | $37,693.25 | $61,779.15 | $24,085.9 | 63.9% |
Brian Dechow SWAN Capital LLC | 5 | $1,191 | $1,778.2 | $587.2 | 49.3% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 825 | $325,437.75 | $216,884.26 | -$108,553.49 | -33.36% |
Bert D. Barre Colonial Trust Co. / SC | 331 | $78,847.51 | $107,624.65 | $28,777.14 | 36.5% |
Victoria Latham Fiduciary Alliance LLC | 608 | $239,922 | $159,837.13 | -$80,084.87 | -33.38% |
Loni Adams Daymark Wealth Partners LLC | 3,717 | $139,667.64 | $977,162.17 | $837,494.53 | 599.63% |
Brian Matter Creative Capital Management Investments LLC | 34 | $13,411.98 | $8,938.26 | -$4,473.72 | -33.36% |
Nolan Langford Left Brain Wealth Management LLC | 2,015 | $794,857 | $529,723.37 | -$265,133.63 | -33.36% |
Erik Brenner Hilltop Partners LLC | 2,069 | $382,924.35 | $679,087.18 | $296,162.83 | 77.34% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 800 | $315,576 | $210,312.01 | -$105,263.99 | -33.36% |