| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 265,895 | $15.14M | $7.35M | -$7.79M | -51.47% |
Rachel Faulk Cape Investment Advisory Inc. | 157 | $4,764.95 | $4,356.75 | -$408.2 | -8.57% |
Mariana Coli Dunhill Financial LLC | 6 | $290.1 | $166.5 | -$123.6 | -42.61% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,007 | $35,015.05 | $27,793.2 | -$7,221.85 | -20.62% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 13,640 | $624,878.8 | $359,686.8 | -$265,192 | -42.44% |
Lukas Lindgren Abound Wealth Management | 80 | $3,676.15 | $2,214.8 | -$1,461.35 | -39.75% |
Drew Phillips Fortitude Family Office LLC | 4,347 | $120,479.07 | $120,629.25 | $150.18 | 0.12% |
Alex Nunnamaker Schechter Investment Advisors LLC | 9,613 | $517,870.05 | $252,533.51 | -$265,336.54 | -51.24% |
Bert D. Barre Colonial Trust Co. / SC | 1,955 | $92,051.51 | $54,153.5 | -$37,898.01 | -41.17% |
Victoria Latham Fiduciary Alliance LLC | 14,423 | $429,070.38 | $378,892.21 | -$50,178.17 | -11.69% |
Loni Adams Daymark Wealth Partners LLC | 9,227 | $306,336.6 | $254,988.14 | -$51,348.46 | -16.76% |
Brian Matter Creative Capital Management Investments LLC | 60 | $1,821 | $1,665 | -$156 | -8.57% |
Sheryl Stephens Stephens Consulting LLC | 5 | $196 | $131.35 | -$64.65 | -32.98% |
Stephen Smith Kestra Investment Management LLC | 8,646 | $262,406.1 | $227,130.42 | -$35,275.68 | -13.44% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,458 | $459,671.51 | $248,461.66 | -$211,209.85 | -45.95% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,140 | $37,848.08 | $31,635 | -$6,213.08 | -16.42% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 8,373 | $271,702.4 | $220,796.01 | -$50,906.39 | -18.74% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 51,220 | $1.95M | $1.42M | -$530,677.22 | -27.26% |
| LK Lenny Kisin Applied Capital LLC/FL | 12,812 | $708,487.89 | $355,084.58 | -$353,403.31 | -49.88% |
David Smith Linden Thomas Advisory Services LLC | 48,917 | $1.69M | $1.29M | -$406,479.77 | -24.03% |