| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Hunter Horizons Wealth Management | 76 | $3,313.6 | $5,956.88 | $2,643.28 | 79.77% |
Anita Woodhouse V-Square Quantitative Management LLC | 19,703 | $908,633.83 | $1.54M | $629,776.45 | 69.31% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 57,870 | $2.81M | $4.36M | $1.55M | 55.07% |
Rachel Faulk Cape Investment Advisory Inc. | 293 | $27,331.49 | $22,877.44 | -$4,454.05 | -16.3% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 5,489 | $313,541.05 | $426,879.53 | $113,338.48 | 36.15% |
Mariana Coli Dunhill Financial LLC | 35 | $2,516.47 | $2,732.8 | $216.33 | 8.6% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 69 | $4,784 | $5,203.29 | $419.29 | 8.76% |
Lukas Lindgren Abound Wealth Management | 275 | $14,755.99 | $21,437.62 | $6,681.63 | 45.28% |
Drew Phillips Fortitude Family Office LLC | 1,541 | $127,111.93 | $120,321.28 | -$6,790.65 | -5.34% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,829 | $192,225.66 | $291,233.74 | $99,008.08 | 51.51% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,505 | $569,085.6 | $875,530.5 | $306,444.9 | 53.85% |
Brian Dechow SWAN Capital LLC | 50 | $2,837.54 | $3,809 | $971.46 | 34.24% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,728 | $346,249.38 | $359,540.76 | $13,291.38 | 3.84% |
Bert D. Barre Colonial Trust Co. / SC | 171 | $8,773.08 | $13,199.49 | $4,426.41 | 50.45% |
Kellie Borror Daner Wealth Management LLC | 2,501 | $228,384 | $193,990.06 | -$34,393.94 | -15.06% |
Loni Adams Daymark Wealth Partners LLC | 6,419 | $426,737.45 | $484,056.79 | $57,319.34 | 13.43% |
Brian Matter Creative Capital Management Investments LLC | 397 | $29,518.26 | $30,997.76 | $1,479.5 | 5.01% |
Holly Skipper Verum Partners LLC | 5,332 | $265,680.7 | $417,842.18 | $152,161.48 | 57.27% |
Patrick D. Hayes Canopy Partners LLC | 2,317 | $217,010 | $178,872.4 | -$38,137.6 | -17.57% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 6,910 | $459,377 | $526,127.4 | $66,750.4 | 14.53% |