| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 1,562 | $247,409.32 | $361,290.6 | $113,881.28 | 46.03% |
Mark Fiskio Empirical Asset Management LLC | 2,104 | $608,960.7 | $480,195.92 | -$128,764.78 | -21.15% |
Keith Williams 4D Advisors LLC | 44,000 | $9.63M | $10.02M | $382,000 | 3.97% |
CJ Harrison DecisionPoint Financial LLC | 3 | $871 | $705.93 | -$165.07 | -18.95% |
| JG John Ginter Callan Family Office LLC | 4,474 | $976,454.11 | $1.05M | $74,242.42 | 7.6% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,495 | $488,970 | $587,098.45 | $98,128.45 | 20.07% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 21,675 | $4.19M | $4.93M | $741,035.97 | 17.69% |
Mariana Coli Dunhill Financial LLC | 3 | $583.02 | $705.93 | $122.91 | 21.08% |
Lukas Lindgren Abound Wealth Management | 2,941 | $501,953.6 | $691,046.77 | $189,093.17 | 37.67% |
Drew Phillips Fortitude Family Office LLC | 113 | $23,136.02 | $26,590.03 | $3,454.01 | 14.93% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,222 | $353,683.45 | $278,213.72 | -$75,469.73 | -21.34% |
Bert D. Barre Colonial Trust Co. / SC | 734 | $114,777.35 | $171,726.64 | $56,949.29 | 49.62% |
Loni Adams Daymark Wealth Partners LLC | 2,291 | $490,580.38 | $520,973.4 | $30,393.02 | 6.2% |
Brian Matter Creative Capital Management Investments LLC | 23 | $6,656.89 | $5,412.13 | -$1,244.76 | -18.7% |
| BP Brett Pohl Kingdom Financial Group LLC | 8 | $1,595 | $1,819.2 | $224.2 | 14.06% |
Sue Oleari Trifecta Capital Advisors LLC | 3 | $869 | $680.4 | -$188.6 | -21.7% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,034 | $299,271 | $234,614.6 | -$64,656.4 | -21.6% |
Amy Ardeel Icon Wealth Advisors LLC | 5,321 | $952,855.71 | $1.21M | $258,257.1 | 27.1% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6 | $1,737 | $1,411.86 | -$325.14 | -18.72% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,580 | $525,589.08 | $593,090.4 | $67,501.32 | 12.84% |