| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 127,721 | $11.32M | $8.91M | -$2.42M | -21.34% |
Rachel Faulk Cape Investment Advisory Inc. | 784 | $50,532.69 | $55,154.4 | $4,621.71 | 9.15% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 51 | $4,786.35 | $3,556.23 | -$1,230.12 | -25.7% |
Lansing A. Davis Davis Asset Management LP | 137 | $9,751.66 | $9,677.68 | -$73.98 | -0.76% |
Mariana Coli Dunhill Financial LLC | 319 | $25,201.24 | $22,441.65 | -$2,759.59 | -10.95% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 60 | $4,943 | $4,184.4 | -$758.6 | -15.35% |
Lukas Lindgren Abound Wealth Management | 726 | $59,534.37 | $51,226.56 | -$8,307.81 | -13.95% |
Drew Phillips Fortitude Family Office LLC | 597 | $40,323.37 | $41,998.95 | $1,675.58 | 4.16% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,529 | $518,546.61 | $457,715.54 | -$60,831.07 | -11.73% |
Brian Dechow SWAN Capital LLC | 238 | $18,348.88 | $16,679.04 | -$1,669.84 | -9.1% |
Bert D. Barre Colonial Trust Co. / SC | 1,035 | $92,546.97 | $73,236.6 | -$19,310.37 | -20.87% |
Loni Adams Daymark Wealth Partners LLC | 5,202 | $421,986.78 | $362,787.48 | -$59,199.3 | -14.03% |
Brian Matter Creative Capital Management Investments LLC | 47 | $3,044.51 | $3,306.45 | $261.94 | 8.6% |
| YG Youse Guia DoubleLine ETF Adviser LP | 6,059 | $431,279.35 | $425,402.39 | -$5,876.96 | -1.36% |
Jeffrey D. Munjack JDM Financial Group LLC | 90 | $7,477.14 | $6,335.1 | -$1,142.04 | -15.27% |
Sheryl Stephens Stephens Consulting LLC | 31 | $2,449.4 | $2,176.82 | -$272.58 | -11.13% |
| BP Brett Pohl Kingdom Financial Group LLC | 14 | $996.8 | $976.36 | -$20.44 | -2.05% |
Sue Oleari Trifecta Capital Advisors LLC | 14 | $937.16 | $983.08 | $45.92 | 4.9% |
Bree Pate Olisti Co. Wealth LLC | 125 | $10,253 | $8,797.5 | -$1,455.5 | -14.2% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,582 | $351,327.95 | $321,335.66 | -$29,992.29 | -8.54% |