| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 6,675 | $801,826.96 | $835,376.25 | $33,549.29 | 4.18% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 59,255 | $8.73M | $7.4M | -$1.33M | -15.2% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 97 | $12,996.2 | $12,121.6 | -$874.6 | -6.73% |
Mariana Coli Dunhill Financial LLC | 3 | $364.18 | $374.89 | $10.71 | 2.94% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 262 | $32,216 | $32,789.3 | $573.3 | 1.78% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,826 | $455,905.51 | $478,823.9 | $22,918.39 | 5.03% |
Lukas Lindgren Abound Wealth Management | 16 | $1,967.63 | $1,941.76 | -$25.87 | -1.31% |
| DP Drew Phillips Fortitude Family Office LLC | 162 | $20,427.7 | $20,331 | -$96.7 | -0.47% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,967 | $276,518.55 | $245,806.15 | -$30,712.4 | -11.11% |
Bert D. Barre Colonial Trust Co. / SC | 2,142 | $319,506.16 | $268,821 | -$50,685.16 | -15.86% |
| MC Morgan Carter RFP Financial Group LLC | 3,375 | $566,861.33 | $421,756.87 | -$145,104.46 | -25.6% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,135 | $331,526 | $393,442.5 | $61,916.5 | 18.68% |
Belena Vincetti Fortis Capital Advisors LLC | 2,700 | $285,525 | $338,850 | $53,325 | 18.68% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,823 | $347,115.79 | $354,286.5 | $7,170.71 | 2.07% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,406 | $1.07M | $929,453 | -$139,831.12 | -13.08% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,717 | $390,214.52 | $340,983.5 | -$49,231.02 | -12.62% |
| BP Brett Pohl Kingdom Financial Group LLC | 5,974 | $720,750.35 | $749,737 | $28,986.65 | 4.02% |
| SR Scott Register Register Financial Advisors LLC | 5,500 | $648,890 | $671,880 | $22,990 | 3.54% |
Bree Pate Olisti Co. Wealth LLC | 201 | $24,762 | $25,220.47 | $458.47 | 1.85% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 6,083 | $930,645.9 | $759,280.06 | -$171,365.84 | -18.41% |