| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 47,380 | $15.98M | $21.67M | $5.69M | 35.61% |
Rachel Faulk Cape Investment Advisory Inc. | 162 | $63,161.46 | $75,897 | $12,735.54 | 20.16% |
Mariana Coli Dunhill Financial LLC | 15 | $6,272.74 | $7,027.5 | $754.76 | 12.03% |
Lukas Lindgren Abound Wealth Management | 109 | $27,045.02 | $51,164.6 | $24,119.58 | 89.18% |
Drew Phillips Fortitude Family Office LLC | 152 | $56,657.22 | $71,212 | $14,554.78 | 25.69% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 624 | $266,456 | $286,316.16 | $19,860.16 | 7.45% |
G. Andrew Quinn AJ Advisors LLC | 1,075 | $300,201.59 | $489,538.87 | $189,337.28 | 63.07% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,288 | $338,370.52 | $591,964.8 | $253,594.28 | 74.95% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,516 | $527,834.1 | $697,845.12 | $170,011.02 | 32.21% |
| DML Daniel Maia Lessa Bastos Investidor Profissional Gestao de Recursos Ltda. | 6,142 | $2.39M | $2.82M | $427,575.27 | 17.86% |
Bert D. Barre Colonial Trust Co. / SC | 7 | $2,983.4 | $3,286.36 | $302.96 | 10.15% |
Richard S. Levenson Western Financial Corp./CA | 1,732 | $777,957.15 | $799,854.92 | $21,897.77 | 2.81% |
Loni Adams Daymark Wealth Partners LLC | 624 | $215,623.26 | $285,455.04 | $69,831.78 | 32.39% |
Brian Matter Creative Capital Management Investments LLC | 16 | $6,750.93 | $7,496.32 | $745.39 | 11.04% |
Holly Skipper Verum Partners LLC | 968 | $247,569.01 | $450,502.36 | $202,933.35 | 81.97% |
| YG Youse Guia DoubleLine ETF Adviser LP | 1,890 | $894,423.85 | $879,549.3 | -$14,874.55 | -1.66% |
| QS Quentin Stoker Gallacher Capital Management LLC | 697 | $329,824.19 | $321,881.57 | -$7,942.62 | -2.41% |
Sheryl Stephens Stephens Consulting LLC | 1,084 | $279,006 | $498,374.42 | $219,368.42 | 78.62% |
| BP Brett Pohl Kingdom Financial Group LLC | 42 | $19,403 | $19,213.32 | -$189.68 | -0.98% |
Sue Oleari Trifecta Capital Advisors LLC | 215 | $51,591.4 | $98,794.65 | $47,203.25 | 91.49% |