| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 1,967 | $332,436.45 | $402,487.54 | $70,051.09 | 21.07% |
Joseph J. Costigan apricus wealth LLC | 1,000 | $208,450 | $204,620 | -$3,830 | -1.84% |
Michael Byun SageView Advisory Group LLC | 991 | $193,434.27 | $209,180.28 | $15,746.01 | 8.14% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,233 | $394,710.08 | $456,916.46 | $62,206.38 | 15.76% |
Taro Kuriyama Axq Capita LLP | 5,975 | $1.34M | $1.26M | -$80,304 | -5.99% |
Jesse Rodrigue Fortune 45 LLC | 4,219 | $882,399.81 | $893,710.77 | $11,310.96 | 1.28% |
Katie Christensen iSAM Funds UKK) Ltd | 5,000 | $1.12M | $1.04M | -$81,050 | -7.23% |
Patricia A. Thompson Leeward Investments LLC - MA | 55,761 | $8.31M | $11.41M | $3.1M | 37.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,655 | $487,288.65 | $543,266.1 | $55,977.45 | 11.49% |
Craig Johnsen Fortitude Advisory Group LLC | 990 | $218,582.09 | $202,573.8 | -$16,008.29 | -7.32% |
Kevin Zemann WealthPlan Investment Management LLC | 9,833 | $1.8M | $2.01M | $207,426.71 | 11.49% |
| TL Tradewinds LLC Tradewinds LLC | 526 | $116,135.53 | $108,918.82 | -$7,216.71 | -6.21% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 51 | $8,508.33 | $10,435.62 | $1,927.29 | 22.65% |
CJ Harrison DecisionPoint Financial LLC | 3 | $621.67 | $635.49 | $13.82 | 2.22% |
| JG John Ginter Callan Family Office LLC | 3,129 | $609,694.22 | $657,402.9 | $47,708.68 | 7.83% |
Mark Mowrey Signature Resources Capital Management LLC | 20 | $4,169 | $4,092.4 | -$76.6 | -1.84% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,969 | $777,271.71 | $812,136.78 | $34,865.07 | 4.49% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 50,608 | $9.02M | $10.36M | $1.34M | 14.86% |
Rachel Faulk Cape Investment Advisory Inc. | 17 | $3,813 | $3,576.8 | -$236.2 | -6.19% |
Mariana Coli Dunhill Financial LLC | 12 | $2,250.22 | $2,532.96 | $282.74 | 12.56% |