| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 3,217 | $710,270.83 | $744,510.31 | $34,239.48 | 4.82% |
| EW Ed West Values First Advisors Inc. | 1,287 | $261,037.96 | $297,850.41 | $36,812.45 | 14.1% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 32,130 | $7.49M | $7.44M | -$58,797.9 | -0.78% |
Michael Byun SageView Advisory Group LLC | 295 | $65,793 | $68,133.2 | $2,340.2 | 3.56% |
| TK Taro Kuriyama Axq Capita LLP | 3,721 | $867,960 | $859,030.06 | -$8,929.94 | -1.03% |
| PP Penny Paul Andina Capital Management LLC | 1,615 | $376,715 | $373,759.45 | -$2,955.55 | -0.78% |
Khanthaly Dacanay Chi Co. Wealth RIA | 887 | $206,901.62 | $204,772.82 | -$2,128.8 | -1.03% |
| SM Sean Murray Quantum Financial Advisors LLC | 885 | $206,435.1 | $205,275.75 | -$1,159.35 | -0.56% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,299 | $689,069.61 | $765,203.05 | $76,133.44 | 11.05% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 20 | $4,665.2 | $4,632.8 | -$32.4 | -0.69% |
| JG John Ginter Callan Family Office LLC | 8,139 | $1.82M | $1.9M | $73,177.04 | 4.01% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,034 | $898,440.58 | $939,720.3 | $41,279.72 | 4.59% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 63,506 | $12.55M | $14.82M | $2.26M | 18.04% |
Mariana Coli Dunhill Financial LLC | 15 | $3,266 | $3,499.5 | $233.5 | 7.15% |
Lukas Lindgren Abound Wealth Management | 12 | $2,526.46 | $2,776.8 | $250.34 | 9.91% |
| DP Drew Phillips Fortitude Family Office LLC | 143 | $31,182.62 | $33,489.89 | $2,307.27 | 7.4% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 960 | $209,330.63 | $223,968 | $14,637.37 | 6.99% |
Bert D. Barre Colonial Trust Co. / SC | 1,711 | $349,131.25 | $400,707.66 | $51,576.41 | 14.77% |
| NH Nolan Hoffmeyer Thematics Asset Management | 68,804 | $11.02M | $16.05M | $5.03M | 45.6% |
Loni Adams Daymark Wealth Partners LLC | 1,102 | $241,981.74 | $258,082.9 | $16,101.16 | 6.65% |