| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McEnroe Azimuth Capital Investment Management LLC | 7,804 | $990,519.1 | $1M | $10,812.14 | 1.09% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,337 | $581,767.44 | $555,960.03 | -$25,807.41 | -4.44% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 63,307 | $7.37M | $8.11M | $736,460.18 | 9.99% |
Rachel Faulk Cape Investment Advisory Inc. | 400 | $60,947.81 | $51,332 | -$9,615.81 | -15.78% |
Mariana Coli Dunhill Financial LLC | 24 | $3,177.94 | $3,079.92 | -$98.02 | -3.08% |
Drew Phillips Fortitude Family Office LLC | 104 | $12,696.46 | $13,346.32 | $649.86 | 5.12% |
Sherri Cooke Dakota Community Bank & Trust NA | 400 | $46,020 | $51,226 | $5,206 | 11.31% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 73,387 | $8.73M | $9.42M | $685,817.74 | 7.86% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,309 | $590,818.95 | $681,197.79 | $90,378.84 | 15.3% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,864 | $284,017.68 | $239,169.84 | -$44,847.84 | -15.79% |
Bert D. Barre Colonial Trust Co. / SC | 129 | $17,191.92 | $16,527.48 | -$664.44 | -3.86% |
Daniel Guy Ethos Financial Group LLC | 3,668 | $507,174 | $470,641.08 | -$36,532.92 | -7.2% |
Victoria Latham Fiduciary Alliance LLC | 2,863 | $287,635.23 | $367,351.53 | $79,716.3 | 27.71% |
Loni Adams Daymark Wealth Partners LLC | 1,953 | $297,626 | $249,661.75 | -$47,964.25 | -16.12% |
Brian Matter Creative Capital Management Investments LLC | 14 | $2,133.18 | $1,796.62 | -$336.56 | -15.78% |
Erik Brenner Hilltop Partners LLC | 2,304 | $305,188 | $295,672.32 | -$9,515.68 | -3.12% |
Sheryl Stephens Stephens Consulting LLC | 8,686 | $1.13M | $1.11M | -$17,096.25 | -1.51% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $153 | $128.31 | -$24.69 | -16.14% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,607 | $235,190.96 | $206,194.17 | -$28,996.79 | -12.33% |
Amy Ardeel Icon Wealth Advisors LLC | 2,656 | $321,734.74 | $340,791.36 | $19,056.62 | 5.92% |