| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DM Daniel McEnroe Azimuth Capital Investment Management LLC | 9,789 | $478,838.16 | $308,059.83 | -$170,778.33 | -35.67% |
| AW Anita Woodhouse V-Square Quantitative Management LLC | 8,835 | $411,089.13 | $278,567.55 | -$132,521.58 | -32.24% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 223,188 | $11.88M | $7.07M | -$4.81M | -40.51% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 202 | $10,762.43 | $6,419.56 | -$4,342.87 | -40.35% |
| MC Mariana Coli Dunhill Financial LLC | 105 | $3,282.6 | $3,326.4 | $43.8 | 1.33% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 69 | $1,625 | $2,176.26 | $551.26 | 33.92% |
| LL Lukas Lindgren Abound Wealth Management | 1,261 | $41,693.67 | $40,036.75 | -$1,656.92 | -3.97% |
| DP Drew Phillips Fortitude Family Office LLC | 22 | $984.35 | $696.96 | -$287.39 | -29.2% |
| SC Sherri Cooke Dakota Community Bank & Trust NA | 2,125 | $80,746.56 | $67,022.5 | -$13,724.06 | -17% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,113 | $212,977 | $161,928.71 | -$51,048.29 | -23.97% |
| BDB Bert D. Barre Colonial Trust Co. / SC | 97 | $5,117.39 | $3,076.84 | -$2,040.55 | -39.87% |
| LA Loni Adams Daymark Wealth Partners LLC | 18,913 | $787,744 | $599,352.97 | -$188,391.03 | -23.92% |
| SS Sheryl Stephens Stephens Consulting LLC | 2,091 | $112,288.91 | $66,201.06 | -$46,087.85 | -41.04% |
| CPA Cornell P. Abod Beacon Investment Advisors LLC | 10,000 | $530,500 | $314,700 | -$215,800 | -40.68% |
| SS Stephen Smith Kestra Investment Management LLC | 5,899 | $245,683 | $185,641.53 | -$60,041.47 | -24.44% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 400 | $20,185.57 | $12,616 | -$7,569.57 | -37.5% |
| SR Scott Register Register Financial Advisors LLC | 9,480 | $355,615.82 | $299,283.6 | -$56,332.22 | -15.84% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,833 | $201,294.45 | $151,901.19 | -$49,393.26 | -24.54% |
| BP Bree Pate Olisti Co. Wealth LLC | 442 | $10,334.19 | $13,905.32 | $3,571.13 | 34.56% |
| AA Amy Ardeel Icon Wealth Advisors LLC | 8,515 | $354,649.75 | $268,137.35 | -$86,512.4 | -24.39% |