| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 3,296 | $56,606.36 | $78,609.6 | $22,003.24 | 38.87% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,630 | $275,747.3 | $282,957.9 | $7,210.6 | 2.61% |
Dalila Toledo Ascent Group LLC | 9,651 | $228,825.21 | $232,637.35 | $3,812.14 | 1.67% |
Taro Kuriyama Axq Capita LLP | 10,959 | $259,838 | $259,837.89 | -$0.11 | - |
David K. Balsdon Harvest Portfolios Group Inc. | 65,033 | $1.09M | $1.59M | $500,437.74 | 46.09% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 159 | $2,624.64 | $3,780.22 | $1,155.58 | 44.03% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 464 | $7,897.28 | $11,228.8 | $3,331.52 | 42.19% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 52,841 | $1.18M | $1.25M | $73,602.8 | 6.24% |
CJ Harrison DecisionPoint Financial LLC | 935 | $15,417.47 | $22,299.75 | $6,882.28 | 44.64% |
| JG John Ginter Callan Family Office LLC | 55,726 | $951,791.9 | $1.33M | $373,929.64 | 39.29% |
Anita Woodhouse V-Square Quantitative Management LLC | 15,459 | $249,743.82 | $368,697.15 | $118,953.33 | 47.63% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 289,177 | $5.7M | $6.97M | $1.27M | 22.35% |
Rachel Faulk Cape Investment Advisory Inc. | 1,462 | $34,487.24 | $34,868.7 | $381.46 | 1.11% |
Mariana Coli Dunhill Financial LLC | 76 | $1,367.07 | $1,812.6 | $445.53 | 32.59% |
Lukas Lindgren Abound Wealth Management | 1 | $17.08 | $23.83 | $6.75 | 39.52% |
Drew Phillips Fortitude Family Office LLC | 298 | $6,200 | $7,107.3 | $907.3 | 14.63% |
Bert D. Barre Colonial Trust Co. / SC | 208 | $4,324.56 | $4,952.48 | $627.92 | 14.52% |
Victoria Latham Fiduciary Alliance LLC | 93,737 | $2.21M | $2.27M | $59,531.09 | 2.7% |
Loni Adams Daymark Wealth Partners LLC | 12,108 | $287,081 | $291,863.34 | $4,782.34 | 1.67% |
| YG Youse Guia DoubleLine ETF Adviser LP | 28,230 | $495,314.69 | $696,357.88 | $201,043.19 | 40.59% |