| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 81 | $15,742 | $23,879.2 | $8,137.2 | 51.69% |
Katie Christensen iSAM Funds UKK) Ltd | 3,988 | $845,057 | $1.19M | $343,327.12 | 40.63% |
| MC Molly Crider Walker Asset Management LLC | 1,562 | $247,409.32 | $430,549.68 | $183,140.36 | 74.02% |
Keith Williams 4D Advisors LLC | 40,000 | $8.48M | $11.56M | $3.09M | 36.42% |
| JG John Ginter Callan Family Office LLC | 3,349 | $650,845.57 | $979,398.3 | $328,552.73 | 50.48% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,241 | $633,947.71 | $947,814.24 | $313,866.53 | 49.51% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 23,099 | $4.47M | $6.72M | $2.25M | 50.22% |
Mariana Coli Dunhill Financial LLC | 3 | $583.02 | $872.43 | $289.41 | 49.64% |
Lukas Lindgren Abound Wealth Management | 2,940 | $501,664.21 | $810,381.6 | $308,717.39 | 61.54% |
| DP Drew Phillips Fortitude Family Office LLC | 90 | $17,525.14 | $26,156.19 | $8,631.05 | 49.25% |
Bert D. Barre Colonial Trust Co. / SC | 763 | $119,313.53 | $221,746.34 | $102,432.81 | 85.85% |
Loni Adams Daymark Wealth Partners LLC | 2,225 | $471,478 | $646,639.07 | $175,161.07 | 37.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 8 | $1,595 | $2,324.99 | $729.99 | 45.77% |
Amy Ardeel Icon Wealth Advisors LLC | 5,070 | $880,208.78 | $1.48M | $599,462.61 | 68.1% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,364 | $463,072.24 | $689,929.62 | $226,857.38 | 48.99% |
| SP Scott Paschal Financial Partners Group LLC | 9,435 | $1.6M | $2.75M | $1.16M | 72.37% |
| DS David Smith Linden Thomas Advisory Services LLC | 1,637 | $235,073.2 | $452,270.36 | $217,197.16 | 92.4% |
Kevin Kroskey True Wealth Design LLC | 1,538 | $235,430.53 | $424,918.64 | $189,488.11 | 80.49% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 7,904 | $1.6M | $2.33M | $728,472.4 | 45.39% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 236 | $50,008 | $69,667.2 | $19,659.2 | 39.31% |