| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 6 | $464 | $532.35 | $68.35 | 14.73% |
| JG John Ginter Callan Family Office LLC | 24,836 | $2.06M | $2.29M | $221,829.71 | 10.75% |
Amna Ali Khan GDS Wealth Management | 266,372 | $20.78M | $24.66M | $3.88M | 18.67% |
Albert Moore First National Advisers LLC | 37,854 | $3.04M | $3.26M | $214,910.1 | 7.06% |
Anita Woodhouse V-Square Quantitative Management LLC | 14,020 | $1.1M | $1.21M | $103,447.38 | 9.38% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 191,920 | $17.68M | $16.52M | -$1.17M | -6.59% |
Rachel Faulk Cape Investment Advisory Inc. | 32 | $2,894 | $2,847.04 | -$46.96 | -1.62% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 36 | $3,423.24 | $3,349.8 | -$73.44 | -2.15% |
Mariana Coli Dunhill Financial LLC | 19 | $1,633.74 | $1,704.68 | $70.94 | 4.34% |
Lukas Lindgren Abound Wealth Management | 8 | $624.77 | $688.56 | $63.79 | 10.21% |
Drew Phillips Fortitude Family Office LLC | 236 | $18,939.32 | $20,312.52 | $1,373.2 | 7.25% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,392 | $216,367 | $205,879.44 | -$10,487.56 | -4.85% |
Brian Dechow SWAN Capital LLC | 16 | $1,192.21 | $1,480.96 | $288.75 | 24.22% |
Bert D. Barre Colonial Trust Co. / SC | 31,623 | $2.48M | $2.91M | $434,655.07 | 17.56% |
Loni Adams Daymark Wealth Partners LLC | 22,629 | $1.99M | $1.95M | -$38,434.51 | -1.94% |
Brian Matter Creative Capital Management Investments LLC | 41 | $3,708.86 | $3,528.87 | -$179.99 | -4.85% |
Olga Maltseva Catalio Capital Management LP | 124,778 | $10.64M | $11.43M | $792,340.3 | 7.45% |
| YG Youse Guia DoubleLine ETF Adviser LP | 6,365 | $509,709.41 | $583,034 | $73,324.59 | 14.39% |
Jeffrey D. Munjack JDM Financial Group LLC | 135 | $10,072.35 | $12,259.35 | $2,187 | 21.71% |
Patrick D. Hayes Canopy Partners LLC | 7,739 | $601,403.68 | $666,095.73 | $64,692.05 | 10.76% |