| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 45,976 | $11.72M | $12.36M | $637,668.87 | 5.44% |
Rachel Faulk Cape Investment Advisory Inc. | 1 | $269 | $269.66 | $0.66 | 0.25% |
Mariana Coli Dunhill Financial LLC | 7 | $1,883.98 | $1,887.62 | $3.64 | 0.19% |
Lukas Lindgren Abound Wealth Management | 2 | $484 | $539.64 | $55.64 | 11.5% |
Drew Phillips Fortitude Family Office LLC | 11 | $2,727.42 | $2,966.26 | $238.84 | 8.76% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,846 | $827,819.3 | $768,505.38 | -$59,313.92 | -7.17% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,141 | $298,705 | $306,643.75 | $7,938.75 | 2.66% |
Sue Oleari Trifecta Capital Advisors LLC | 310 | $75,020 | $83,064.5 | $8,044.5 | 10.72% |
Kevin Kroskey True Wealth Design LLC | 288 | $79,365.23 | $77,662.08 | -$1,703.15 | -2.15% |
| JC Jared Calvert Buck Wealth Strategies LLC | 2 | $583 | $542.1 | -$40.9 | -7.02% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 312 | $86,594.25 | $84,213.48 | -$2,380.77 | -2.75% |
Courtney Holt Compound Planning, Inc. | 811 | $216,912.15 | $219,367.39 | $2,455.24 | 1.13% |
Ian Wang Plato Investment Management Ltd | 2,475 | $684,466.92 | $663,176.25 | -$21,290.67 | -3.11% |
John Shanley Aspect Partners, LLC | 27 | $7,873 | $7,251.12 | -$621.88 | -7.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,218 | $2.6M | $2.77M | $176,956.09 | 6.82% |
Tony Macafee UniSuper Management Pty Ltd | 13,724 | $3.48M | $3.68M | $201,763.46 | 5.79% |
Norden Group LLC NORDEN GROUP LLC | 1,204 | $298,682.41 | $323,129.52 | $24,447.11 | 8.18% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 710 | $193,829.26 | $190,244.5 | -$3,584.76 | -1.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 637 | $175,051.74 | $171,588.69 | -$3,463.05 | -1.98% |
Mathieu Cornu Pictet Asset Management Holding SA | 28,473 | $8.32M | $7.68M | -$637,477.47 | -7.67% |