| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 303 | $44,670.54 | $47,410.41 | $2,739.87 | 6.13% |
Dalila Toledo Ascent Group LLC | 1,623 | $277,556.23 | $247,280.28 | -$30,275.95 | -10.91% |
| EM Erin Mccann Simplicity Wealth LLC | 1,888 | $260,053.14 | $294,235.36 | $34,182.22 | 13.14% |
Taro Kuriyama Axq Capita LLP | 17,169 | $2.36M | $2.67M | $307,668.54 | 13.01% |
Katie Christensen iSAM Funds UKK) Ltd | 2,600 | $466,752.68 | $394,856.54 | -$71,896.14 | -15.4% |
Molly Crider Walker Asset Management LLC | 234,185 | $41.86M | $36.07M | -$5.79M | -13.84% |
CJ Harrison DecisionPoint Financial LLC | 2 | $285 | $312.94 | $27.94 | 9.8% |
| JG John Ginter Callan Family Office LLC | 40,416 | $7.26M | $6.29M | -$969,114.08 | -13.35% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,589 | $653,094.92 | $544,451.3 | -$108,643.62 | -16.64% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,557 | $445,629.42 | $400,093.79 | -$45,535.63 | -10.22% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 8,715 | $1.54M | $1.33M | -$209,142.46 | -13.61% |
Rachel Faulk Cape Investment Advisory Inc. | 9 | $1,239.88 | $1,408.23 | $168.35 | 13.58% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13 | $2,372 | $1,980.68 | -$391.32 | -16.5% |
Drew Phillips Fortitude Family Office LLC | 646 | $92,740.28 | $101,079.62 | $8,339.34 | 8.99% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,402 | $344,062 | $367,962.38 | $23,900.38 | 6.95% |
Bert D. Barre Colonial Trust Co. / SC | 187 | $31,091.15 | $29,114.03 | -$1,977.12 | -6.36% |
Brian Matter Creative Capital Management Investments LLC | 14 | $1,928.36 | $2,190.58 | $262.22 | 13.6% |
Sheryl Stephens Stephens Consulting LLC | 5 | $913 | $757.55 | -$155.45 | -17.03% |
Amy Hart Phillips Wealth Planners LLC | 1,612 | $280,727.37 | $246,716.6 | -$34,010.77 | -12.12% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 42 | $6,637.7 | $6,571.74 | -$65.96 | -0.99% |