| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 5,338 | $368,008.62 | $442,680.34 | $74,671.72 | 20.29% |
| TL Tradewinds LLC Tradewinds LLC | 5,865 | $469,389.2 | $486,795 | $17,405.8 | 3.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 59 | $2,991.36 | $4,830.92 | $1,839.56 | 61.5% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 109 | $6,662.08 | $9,045.91 | $2,383.83 | 35.78% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,696 | $1.03M | $1.12M | $88,022.96 | 8.51% |
CJ Harrison DecisionPoint Financial LLC | 4 | $345 | $326.28 | -$18.72 | -5.43% |
| JG John Ginter Callan Family Office LLC | 7,814 | $547,988.76 | $639,575.9 | $91,587.14 | 16.71% |
Mark Mowrey Signature Resources Capital Management LLC | 19 | $1,377 | $1,578.99 | $201.99 | 14.67% |
Albert Moore First National Advisers LLC | 3,804 | $236,886.49 | $315,427.68 | $78,541.19 | 33.16% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,875 | $588,276.17 | $642,363.75 | $54,087.58 | 9.19% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 75,966 | $4.31M | $6.32M | $2.01M | 46.67% |
Rachel Faulk Cape Investment Advisory Inc. | 1,410 | $120,378.63 | $115,013.7 | -$5,364.93 | -4.46% |
Mariana Coli Dunhill Financial LLC | 115 | $7,470.33 | $9,380.55 | $1,910.22 | 25.57% |
Lukas Lindgren Abound Wealth Management | 42 | $3,558 | $3,428.46 | -$129.54 | -3.64% |
Drew Phillips Fortitude Family Office LLC | 405 | $30,803.2 | $33,035.85 | $2,232.65 | 7.25% |
Bert D. Barre Colonial Trust Co. / SC | 117 | $9,379.27 | $9,579.96 | $200.69 | 2.14% |
Brian Matter Creative Capital Management Investments LLC | 1,533 | $82,273.73 | $125,046.81 | $42,773.08 | 51.99% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 15,941 | $1.18M | $1.3M | $116,250.94 | 9.82% |
Sheryl Stephens Stephens Consulting LLC | 13 | $943 | $1,078.09 | $135.09 | 14.33% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,923 | $284,387.63 | $326,472.06 | $42,084.43 | 14.8% |