| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nadine Hofstetter Northwest Bank & Trust Co. | 3,724 | $718,493.6 | $1.2M | $476,780.06 | 66.36% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,523 | $475,983.19 | $488,829.69 | $12,846.5 | 2.7% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,487 | $3.7M | $3.69M | -$13,529.82 | -0.37% |
CJ Harrison DecisionPoint Financial LLC | 3 | $886.07 | $962.89 | $76.82 | 8.67% |
| JG John Ginter Callan Family Office LLC | 48,274 | $14.14M | $15.49M | $1.35M | 9.57% |
Janelle Anderson Grand Wealth Management LLC | 1,003 | $206,228.94 | $321,927.89 | $115,698.95 | 56.1% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,816 | $1.28M | $1.22M | -$52,721.96 | -4.13% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 85,310 | $21.41M | $27.38M | $5.97M | 27.87% |
Rachel Faulk Cape Investment Advisory Inc. | 2,403 | $406,574.1 | $771,278.89 | $364,704.79 | 89.7% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,641 | $594,436.39 | $847,668.56 | $253,232.17 | 42.6% |
Mariana Coli Dunhill Financial LLC | 50 | $12,267.92 | $16,048.25 | $3,780.33 | 30.81% |
Lukas Lindgren Abound Wealth Management | 4 | $1,101.15 | $1,283.86 | $182.71 | 16.59% |
Drew Phillips Fortitude Family Office LLC | 73 | $18,230.63 | $23,430.44 | $5,199.81 | 28.52% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,330 | $682,327 | $1.39M | $707,451.45 | 103.68% |
Bert D. Barre Colonial Trust Co. / SC | 393 | $66,032.78 | $126,139.24 | $60,106.46 | 91.03% |
Loni Adams Daymark Wealth Partners LLC | 1,238 | $358,562.69 | $397,354.67 | $38,791.98 | 10.82% |
Brian Matter Creative Capital Management Investments LLC | 17 | $4,810.66 | $5,456.4 | $645.74 | 13.42% |
Holly Skipper Verum Partners LLC | 1,083 | $340,213.3 | $347,605.09 | $7,391.79 | 2.17% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,371 | $744,826.18 | $761,008.01 | $16,181.83 | 2.17% |
Sheryl Stephens Stephens Consulting LLC | 3 | $1,014 | $962.89 | -$51.11 | -5.04% |