| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,523 | $475,983.19 | $463,129.07 | -$12,854.12 | -2.7% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,020 | $5.36M | $5.22M | -$134,584.23 | -2.51% |
CJ Harrison DecisionPoint Financial LLC | 14 | $4,135 | $4,257.26 | $122.26 | 2.96% |
| JG John Ginter Callan Family Office LLC | 51,482 | $14.86M | $15.8M | $943,148.25 | 6.35% |
Janelle Anderson Grand Wealth Management LLC | 1,000 | $205,380 | $306,990 | $101,610 | 49.47% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,660 | $1.23M | $1.13M | -$99,182.07 | -8.04% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 94,813 | $23.72M | $28.84M | $5.11M | 21.56% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,651 | $596,687.19 | $813,830.49 | $217,143.3 | 36.39% |
Mariana Coli Dunhill Financial LLC | 51 | $12,494.32 | $15,512.16 | $3,017.84 | 24.15% |
Lukas Lindgren Abound Wealth Management | 4 | $1,101.15 | $1,215.96 | $114.81 | 10.43% |
Drew Phillips Fortitude Family Office LLC | 102 | $24,186.51 | $31,409.88 | $7,223.37 | 29.87% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,330 | $682,327 | $1.32M | $634,685.8 | 93.02% |
Bert D. Barre Colonial Trust Co. / SC | 402 | $67,524.17 | $122,203.98 | $54,679.81 | 80.98% |
Loni Adams Daymark Wealth Partners LLC | 1,098 | $318,961.35 | $333,297.9 | $14,336.55 | 4.49% |
Nolan Langford Left Brain Wealth Management LLC | 11,979 | $2.02M | $3.64M | $1.62M | 80.12% |
Holly Skipper Verum Partners LLC | 1,088 | $341,784 | $329,740.17 | -$12,043.83 | -3.52% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,541 | $798,230 | $769,491 | -$28,739 | -3.6% |
Sheryl Stephens Stephens Consulting LLC | 3 | $1,014 | $910.3 | -$103.7 | -10.23% |
| BP Brett Pohl Kingdom Financial Group LLC | 22 | $6,920 | $6,675.57 | -$244.43 | -3.53% |
Stephen Smith Kestra Investment Management LLC | 6,664 | $1.91M | $2.02M | $106,495.62 | 5.57% |