| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 6,951 | $251,937.14 | $253,850.52 | $1,913.38 | 0.76% |
Ana-Maria Ignat Covestor Ltd | 3,948 | $121,712.68 | $144,457.32 | $22,744.64 | 18.69% |
Bill McVay Red Tortoise LLC | 99 | $1,839.42 | $3,618.45 | $1,779.03 | 96.72% |
William Jollie Quent Capital LLC | 250 | $8,670 | $9,147.5 | $477.5 | 5.51% |
Ed West Values First Advisors Inc. | 2,075 | $54,107.2 | $76,277 | $22,169.8 | 40.97% |
Edward Lowndes Angeles Wealth Management LLC | 15,234 | $550,985.41 | $557,031.21 | $6,045.8 | 1.1% |
| JG John Ginter Callan Family Office LLC | 8,173 | $297,773.34 | $299,417.85 | $1,644.51 | 0.55% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 139,881 | $3.98M | $5.12M | $1.14M | 28.58% |
Rachel Faulk Cape Investment Advisory Inc. | 150 | $6,053 | $5,488.5 | -$564.5 | -9.33% |
Mariana Coli Dunhill Financial LLC | 11 | $409 | $402.49 | -$6.51 | -1.59% |
Drew Phillips Fortitude Family Office LLC | 259 | $8,055.75 | $9,476.81 | $1,421.06 | 17.64% |
Brian Dechow SWAN Capital LLC | 70 | $2,714.29 | $2,558.5 | -$155.79 | -5.74% |
Bert D. Barre Colonial Trust Co. / SC | 88 | $2,692.8 | $3,225.2 | $532.4 | 19.77% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,017 | $37,272.92 | $37,212.03 | -$60.89 | -0.16% |
Walter J. West Milestone Asset Management LLC | 20,800 | $675,700.5 | $761,072 | $85,371.5 | 12.63% |
Ashley Buboltz Moran Wealth Management LLC | 31,881 | $776,939.72 | $1.17M | $388,310.83 | 49.98% |
Kevin Kroskey True Wealth Design LLC | 9 | $257.62 | $329.31 | $71.69 | 27.83% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 27,747 | $1.12M | $1.01M | -$105,299.42 | -9.41% |
| DD Damir Durkovic Entropy Technologies, LP | 31,606 | $1.06M | $1.16M | $101,717.35 | 9.63% |
Tony Macafee UniSuper Management Pty Ltd | 26,900 | $785,704 | $983,195 | $197,491 | 25.14% |