| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 4,987 | $477,566.92 | $600,833.76 | $123,266.84 | 25.81% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 350,020 | $42.96M | $42.17M | -$784,705.36 | -1.83% |
Rachel Faulk Cape Investment Advisory Inc. | 1,150 | $119,554 | $132,296 | $12,742 | 10.66% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 19,820 | $2.03M | $2.39M | $356,033.27 | 17.52% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 480 | $43,108.8 | $57,196.8 | $14,088 | 32.68% |
Mariana Coli Dunhill Financial LLC | 47 | $4,932.86 | $5,527.67 | $594.81 | 12.06% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 14,546 | $1.64M | $1.75M | $109,618.2 | 6.67% |
Lukas Lindgren Abound Wealth Management | 283 | $28,087.1 | $34,095.84 | $6,008.74 | 21.39% |
Drew Phillips Fortitude Family Office LLC | 1,349 | $152,354.49 | $162,527.52 | $10,173.03 | 6.68% |
Sherri Cooke Dakota Community Bank & Trust NA | 779 | $86,382.97 | $93,853.92 | $7,470.95 | 8.65% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,095 | $533,883.66 | $613,845.6 | $79,961.94 | 14.98% |
Jill Grimes Centurion Wealth Management LLC | 3,236 | $306,120.23 | $389,873.28 | $83,753.05 | 27.36% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,684 | $950,945.31 | $1.41M | $456,743.01 | 48.03% |
Brian Dechow SWAN Capital LLC | 126 | $11,590.46 | $15,180.48 | $3,590.02 | 30.97% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,354 | $546,401.84 | $645,049.92 | $98,648.08 | 18.05% |
Bert D. Barre Colonial Trust Co. / SC | 26,107 | $2.8M | $3.29M | $488,253.69 | 17.44% |
Daniel Guy Ethos Financial Group LLC | 2,151 | $283,997 | $259,152.48 | -$24,844.52 | -8.75% |
Richard S. Levenson Western Financial Corp./CA | 5,097 | $529,884 | $614,086.56 | $84,202.56 | 15.89% |
Victoria Latham Fiduciary Alliance LLC | 142,195 | $15.64M | $17.13M | $1.49M | 9.56% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,176 | $608,507.95 | $744,084.48 | $135,576.53 | 22.28% |