| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 3,618 | $76,629.24 | $82,888.38 | $6,259.14 | 8.17% |
W. Travis McKinney HB Wealth Management LLC | 18,980 | $414,429.78 | $430,276.6 | $15,846.82 | 3.82% |
Jeremy Baltz Raleigh Capital Management Inc. | 58,358 | $1.31M | $1.33M | $18,650.16 | 1.42% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,793 | $315,211.93 | $340,756.75 | $25,544.82 | 8.1% |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,445 | $279,639 | $284,554.92 | $4,915.92 | 1.76% |
William Jollie Quent Capital LLC | 2,276 | $53,051.86 | $51,596.92 | -$1,454.94 | -2.74% |
Missy Straw Nilsine Partners LLC | 174,639 | $3.61M | $3.99M | $382,094.86 | 10.58% |
| EM Erin Mccann Simplicity Wealth LLC | 8,655 | $187,042.47 | $197,247.45 | $10,204.98 | 5.46% |
Ed West Values First Advisors Inc. | 11 | $247.17 | $253.22 | $6.05 | 2.45% |
Taro Kuriyama Axq Capita LLP | 12,056 | $270,898.42 | $274,213.72 | $3,315.3 | 1.22% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 21,973 | $481,828.94 | $504,829.67 | $23,000.73 | 4.77% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 38,075 | $849,898.84 | $863,350.62 | $13,451.78 | 1.58% |
Anita Woodhouse V-Square Quantitative Management LLC | 10,914 | $202,350.95 | $244,364.46 | $42,013.51 | 20.76% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 394,476 | $7.88M | $9.04M | $1.16M | 14.66% |
Mariana Coli Dunhill Financial LLC | 101 | $2,216.37 | $2,289.67 | $73.3 | 3.31% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 451 | $9,142 | $10,332.41 | $1,190.41 | 13.02% |
Bert D. Barre Colonial Trust Co. / SC | 73 | $1,611.71 | $1,660.02 | $48.31 | 3% |
Brian Matter Creative Capital Management Investments LLC | 247 | $6,261.45 | $5,595.78 | -$665.67 | -10.63% |
| YG Youse Guia DoubleLine ETF Adviser LP | 29,820 | $682,966.13 | $682,878 | -$88.13 | -0.01% |
Cornell P. Abod Beacon Investment Advisors LLC | 19,200 | $405,431.65 | $440,160 | $34,728.35 | 8.57% |