| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 303,001 | $60.05M | $70.15M | $10.1M | 16.83% |
Rachel Faulk Cape Investment Advisory Inc. | 4,495 | $1.19M | $1.05M | -$132,930.8 | -11.21% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,460 | $1.82M | $1.5M | -$317,140.4 | -17.46% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,792 | $384,432.38 | $415,923.2 | $31,490.82 | 8.19% |
Lansing A. Davis Davis Asset Management LP | 1,274 | $308,855.82 | $296,434.32 | -$12,421.5 | -4.02% |
Vyoma Patel Strata Wealth Advisors LLC | 1,271 | $358,526.62 | $296,511.59 | -$62,015.03 | -17.3% |
Mariana Coli Dunhill Financial LLC | 1,032 | $278,775.04 | $241,611.84 | -$37,163.2 | -13.33% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 323 | $95,593.06 | $74,784.19 | -$20,808.87 | -21.77% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,825 | $519,464.76 | $424,495 | -$94,969.76 | -18.28% |
Lukas Lindgren Abound Wealth Management | 655 | $100,560.55 | $152,971.97 | $52,411.42 | 52.12% |
Drew Phillips Fortitude Family Office LLC | 1,443 | $318,326.13 | $337,763.02 | $19,436.89 | 6.11% |
Matthew Zienty Cardinal Point Capital Management ULC | 39,033 | $9.81M | $9.07M | -$738,594.9 | -7.53% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,234 | $2.19M | $3.06M | $866,988.72 | 39.51% |
Scott Crane Crane Advisory LLC | 993 | $221,059.44 | $231,279.63 | $10,220.19 | 4.62% |
Jill Grimes Centurion Wealth Management LLC | 945 | $182,016.26 | $219,684.15 | $37,667.89 | 20.69% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,148 | $1.19M | $1.65M | $467,901.93 | 39.45% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 9,405 | $2.54M | $2.19M | -$351,657.84 | -13.84% |
Brian Dechow SWAN Capital LLC | 108 | $30,465.7 | $24,975.54 | -$5,490.16 | -18.02% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,196 | $308,673.8 | $277,041.44 | -$31,632.36 | -10.25% |
Bert D. Barre Colonial Trust Co. / SC | 7,609 | $1.48M | $1.77M | $297,536.17 | 20.17% |