| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 4 | $728 | $596.8 | -$131.2 | -18.02% |
| JG John Ginter Callan Family Office LLC | 26,515 | $4.48M | $3.99M | -$491,831.98 | -10.97% |
Amna Ali Khan GDS Wealth Management | 41,444 | $5.28M | $6.27M | $989,093 | 18.72% |
Mark Mowrey Signature Resources Capital Management LLC | 17 | $3,119 | $2,592.16 | -$526.84 | -16.89% |
Albert Moore First National Advisers LLC | 9,083 | $1.23M | $1.38M | $158,731.6 | 12.94% |
Anita Woodhouse V-Square Quantitative Management LLC | 11,645 | $1.6M | $1.78M | $173,178.67 | 10.81% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 165,669 | $23.76M | $25.26M | $1.5M | 6.33% |
Rachel Faulk Cape Investment Advisory Inc. | 8,894 | $1.31M | $1.33M | $19,104.5 | 1.46% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 3,880 | $546,265.64 | $591,622.4 | $45,356.76 | 8.3% |
Mariana Coli Dunhill Financial LLC | 75 | $10,838.08 | $11,271.75 | $433.67 | 4% |
Lukas Lindgren Abound Wealth Management | 42 | $5,967.74 | $6,404.16 | $436.42 | 7.31% |
Drew Phillips Fortitude Family Office LLC | 233 | $39,901.03 | $35,527.84 | -$4,373.19 | -10.96% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 14,143 | $2.23M | $2.16M | -$74,847.11 | -3.35% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,631 | $499,001.04 | $706,134.88 | $207,133.84 | 41.51% |
Bert D. Barre Colonial Trust Co. / SC | 525 | $71,417.03 | $79,033.49 | $7,616.46 | 10.66% |
Loni Adams Daymark Wealth Partners LLC | 15,261 | $2.32M | $2.33M | $9,253.7 | 0.4% |
Brian Matter Creative Capital Management Investments LLC | 56 | $6,894.16 | $8,538.88 | $1,644.72 | 23.86% |
Michael Snyder Beaumont Financial Advisors LLC | 4,456 | $713,400.9 | $679,450.88 | -$33,950.02 | -4.76% |
Holly Skipper Verum Partners LLC | 2,035 | $319,387.51 | $310,296.8 | -$9,090.71 | -2.85% |
| BP Brett Pohl Kingdom Financial Group LLC | 16 | $2,650.26 | $2,404.64 | -$245.62 | -9.27% |