| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 22,055 | $4.57M | $4.93M | $358,324.22 | 7.83% |
| IW Ian Wang FIRETRAIL INVESTMENTS PTY Ltd. | 6,820 | $1.91M | $1.62M | -$288,856.07 | -15.15% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 303,001 | $60.05M | $67.77M | $7.72M | 12.85% |
Rachel Faulk Cape Investment Advisory Inc. | 2,619 | $772,732.95 | $615,857.82 | -$156,875.13 | -20.3% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,460 | $1.82M | $1.44M | -$371,792.06 | -20.47% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,792 | $384,432.38 | $422,876.16 | $38,443.78 | 10% |
Lansing A. Davis Davis Asset Management LP | 1,274 | $308,855.82 | $300,638.52 | -$8,217.3 | -2.66% |
Vyoma Patel Strata Wealth Advisors LLC | 1,271 | $358,526.62 | $298,875.64 | -$59,650.98 | -16.64% |
Mariana Coli Dunhill Financial LLC | 1,032 | $278,775.04 | $244,738.79 | -$34,036.25 | -12.21% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 414 | $122,524.86 | $92,591.1 | -$29,933.76 | -24.43% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,825 | $519,464.76 | $408,161.23 | -$111,303.53 | -21.43% |
Lukas Lindgren Abound Wealth Management | 655 | $100,560.55 | $146,490.74 | $45,930.19 | 45.67% |
Drew Phillips Fortitude Family Office LLC | 841 | $185,928.27 | $188,089.64 | $2,161.37 | 1.16% |
Matthew Zienty Cardinal Point Capital Management ULC | 39,033 | $9.81M | $8.73M | -$1.08M | -11.04% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,234 | $2.19M | $2.96M | $765,483.81 | 34.89% |
Scott Crane Crane Advisory LLC | 993 | $221,059.44 | $222,084.44 | $1,025 | 0.46% |
Jill Grimes Centurion Wealth Management LLC | 1,006 | $193,664.84 | $224,991.89 | $31,327.05 | 16.18% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,148 | $1.19M | $1.6M | $412,448.39 | 34.77% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 9,405 | $2.54M | $2.1M | -$437,337.48 | -17.21% |
Brian Dechow SWAN Capital LLC | 108 | $30,465.7 | $25,485.84 | -$4,979.86 | -16.35% |