| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 74 | $14,129.92 | $17,273.82 | $3,143.9 | 22.25% |
CJ Harrison DecisionPoint Financial LLC | 3 | $538 | $717.03 | $179.03 | 33.28% |
| JG John Ginter Callan Family Office LLC | 5,868 | $1.02M | $1.4M | $372,250.76 | 36.35% |
Albert Moore First National Advisers LLC | 9,091 | $1.66M | $2.1M | $434,278.12 | 26.15% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,098 | $727,783.74 | $980,036.66 | $252,252.92 | 34.66% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 40,551 | $5.58M | $9.62M | $4.05M | 72.63% |
Rachel Faulk Cape Investment Advisory Inc. | 19 | $4,048.05 | $4,541.19 | $493.14 | 12.18% |
Mariana Coli Dunhill Financial LLC | 218 | $30,342.18 | $52,104.18 | $21,762 | 71.72% |
Lukas Lindgren Abound Wealth Management | 75 | $10,576.88 | $17,863.12 | $7,286.24 | 68.89% |
Drew Phillips Fortitude Family Office LLC | 96 | $17,697.8 | $22,944.96 | $5,247.16 | 29.65% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,441 | $186,443.47 | $342,640.98 | $156,197.51 | 83.78% |
Jill Grimes Centurion Wealth Management LLC | 1,110 | $211,526.9 | $259,107.29 | $47,580.39 | 22.49% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,899 | $490,510.8 | $676,713.54 | $186,202.74 | 37.96% |
Bert D. Barre Colonial Trust Co. / SC | 2,796 | $363,457.8 | $662,889.66 | $299,431.86 | 82.38% |
Loni Adams Daymark Wealth Partners LLC | 19,946 | $2.75M | $4.73M | $1.99M | 72.41% |
Brian Matter Creative Capital Management Investments LLC | 24 | $5,103.36 | $5,736.24 | $632.88 | 12.4% |
| YG Youse Guia DoubleLine ETF Adviser LP | 1,545 | $302,789.51 | $356,060.72 | $53,271.21 | 17.59% |
Jeffrey D. Munjack JDM Financial Group LLC | 11 | $2,155.78 | $2,567.73 | $411.95 | 19.11% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $173.53 | $237.08 | $63.55 | 36.62% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $212 | $233.43 | $21.43 | 10.11% |