| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rodrigo Diaz Plan Group Financial LLC | 11,986 | $949,962.87 | $924,000.69 | -$25,962.18 | -2.73% |
David Hunter Horizons Wealth Management | 13 | $928.07 | $998.53 | $70.46 | 7.59% |
Rachel Faulk Cape Investment Advisory Inc. | 107 | $8,556.75 | $8,251.95 | -$304.8 | -3.56% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,767 | $204,190.53 | $213,280.36 | $9,089.83 | 4.45% |
Masakazu Kita Japan Science & Technology Agency | 11.64M | $867.31M | $895.75M | $28.43M | 3.28% |
Mariana Coli Dunhill Financial LLC | 12 | $955.58 | $925.45 | -$30.13 | -3.15% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 48,299 | $3.86M | $3.72M | -$141,757.54 | -3.67% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,068 | $1.36M | $1.31M | -$53,427.36 | -3.92% |
Bert D. Barre Colonial Trust Co. / SC | 4,898 | $367,486.62 | $377,856.21 | $10,369.59 | 2.82% |
Loni Adams Daymark Wealth Partners LLC | 8,540 | $677,433.19 | $658,220.5 | -$19,212.69 | -2.84% |
Belena Vincetti Fortis Capital Advisors LLC | 7,598 | $612,762.61 | $583,602.38 | -$29,160.23 | -4.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 19 | $1,519 | $1,464.61 | -$54.39 | -3.58% |
Stephen Smith Kestra Investment Management LLC | 3,392 | $269,863.7 | $260,539.52 | -$9,324.18 | -3.46% |
Sue Oleari Trifecta Capital Advisors LLC | 2,642 | $205,305.78 | $202,932.02 | -$2,373.76 | -1.16% |
Scott Register Register Financial Advisors LLC | 1,533 | $116,115.49 | $117,749.73 | $1,634.24 | 1.41% |
Kevin Gray Lodestar Private Asset Management LLC | 69,886 | $5.33M | $5.39M | $55,933.62 | 1.05% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 13,788 | $1.07M | $1.06M | -$14,228.05 | -1.33% |
Matthew Keyes Heritage Wealth Partners LLC | 3,067 | $241,956 | $236,327.68 | -$5,628.32 | -2.33% |
Bepin Serraj Richard W. Paul & Associates LLC | 15,289 | $1.23M | $1.17M | -$51,295.58 | -4.19% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 176 | $13,289.56 | $13,518.56 | $229 | 1.72% |