| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Mohr Retireful LLC | 4,334 | $1.69M | $1.88M | $186,570.45 | 11.03% |
| KJ Ken Joseph Braidwel LLP | 114,500 | $45.48M | $49.62M | $4.14M | 9.1% |
Patricia A. Thompson Leeward Investments LLC - MA | 14,212 | $3.68M | $6.04M | $2.36M | 64.11% |
Scott Williams Investmark Advisory Group LLC | 599 | $237,934.78 | $251,565.02 | $13,630.24 | 5.73% |
Daniel Ronan Catalyst Financial Partners LLC | 902 | $358,292 | $376,855.6 | $18,563.6 | 5.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 955 | $344,986.48 | $412,751 | $67,764.52 | 19.64% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 90 | $38,384.1 | $37,594.8 | -$789.3 | -2.06% |
CJ Harrison DecisionPoint Financial LLC | 1 | $410 | $432.2 | $22.2 | 5.41% |
| JG John Ginter Callan Family Office LLC | 1,355 | $359,347.47 | $587,460.25 | $228,112.78 | 63.48% |
Rodrigo Diaz Plan Group Financial LLC | 975 | $245,022.53 | $407,189.25 | $162,166.72 | 66.18% |
Mark Mowrey Signature Resources Capital Management LLC | 6 | $1,467 | $2,479.98 | $1,012.98 | 69.05% |
Albert Moore First National Advisers LLC | 2,594 | $970,452.29 | $1.08M | $112,802.11 | 11.62% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,526 | $598,333.3 | $1.09M | $493,403.93 | 82.46% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 35,917 | $12.01M | $15.05M | $3.05M | 25.37% |
Rachel Faulk Cape Investment Advisory Inc. | 9 | $3,618 | $3,889.8 | $271.8 | 7.51% |
Mariana Coli Dunhill Financial LLC | 3 | $914.71 | $1,296.6 | $381.89 | 41.75% |
Lukas Lindgren Abound Wealth Management | 4 | $955.04 | $1,727.8 | $772.76 | 80.91% |
Drew Phillips Fortitude Family Office LLC | 51 | $19,322.82 | $22,042.2 | $2,719.38 | 14.07% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 984 | $390,930.34 | $406,716.72 | $15,786.38 | 4.04% |
Jill Grimes Centurion Wealth Management LLC | 807 | $320,557 | $337,362.31 | $16,805.31 | 5.24% |