| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 104,474 | $16M | $19.56M | $3.56M | 22.25% |
Rachel Faulk Cape Investment Advisory Inc. | 20 | $3,683.4 | $3,861 | $177.6 | 4.82% |
Mariana Coli Dunhill Financial LLC | 2 | $369.06 | $386.1 | $17.04 | 4.62% |
Lukas Lindgren Abound Wealth Management | 23 | $5,033.12 | $4,427.41 | -$605.71 | -12.03% |
Drew Phillips Fortitude Family Office LLC | 367 | $69,105.99 | $70,849.35 | $1,743.36 | 2.52% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,353 | $247,287.81 | $254,905.2 | $7,617.39 | 3.08% |
Brian Dechow SWAN Capital LLC | 9 | $1,284 | $1,693.62 | $409.62 | 31.9% |
Bert D. Barre Colonial Trust Co. / SC | 19 | $4,435.77 | $3,637.83 | -$797.94 | -17.99% |
Richard S. Levenson Western Financial Corp./CA | 6,557 | $1.21M | $1.26M | $44,898.52 | 3.7% |
Victoria Latham Fiduciary Alliance LLC | 3,658 | $644,236.55 | $691,636.35 | $47,399.8 | 7.36% |
Brian Matter Creative Capital Management Investments LLC | 8 | $1,476.24 | $1,544.4 | $68.16 | 4.62% |
Michael Snyder Beaumont Financial Advisors LLC | 1,214 | $224,019 | $231,121.32 | $7,102.32 | 3.17% |
Belena Vincetti Fortis Capital Advisors LLC | 1,624 | $299,677 | $308,731.33 | $9,054.33 | 3.02% |
Amy Ardeel Icon Wealth Advisors LLC | 1,541 | $284,360.73 | $292,127.37 | $7,766.64 | 2.73% |
Nathan Blair Palo Alto Wealth Advisors LLC | 12,073 | $1.73M | $2.31M | $578,328.19 | 33.48% |
Moises Valladares Insigneo Advisory Services LLC | 4,260 | $886,287.03 | $799,729.8 | -$86,557.23 | -9.77% |
John Canning Mi LLCreek Capital Advisors LLC | 1,662 | $237,789.22 | $318,971.04 | $81,181.82 | 34.14% |
Brendan G. Moody Watershed Private Wealth LLC | 9,657 | $2.62M | $1.86M | -$755,315.32 | -28.83% |
David Smith Linden Thomas Advisory Services LLC | 1,554 | $233,332.9 | $293,861.4 | $60,528.5 | 25.94% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 96 | $14,414.07 | $17,995.2 | $3,581.13 | 24.84% |