| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 46,834 | $3.3M | $2.95M | -$344,650.65 | -10.45% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 6,593 | $411,931 | $419,215.9 | $7,284.9 | 1.77% |
Anita Woodhouse V-Square Quantitative Management LLC | 16,449 | $936,528.33 | $1.03M | $94,988.46 | 10.14% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 253,939 | $14.69M | $16.19M | $1.49M | 10.17% |
Rachel Faulk Cape Investment Advisory Inc. | 88 | $4,886.83 | $5,518.48 | $631.65 | 12.93% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 19,266 | $1.07M | $1.22M | $145,761.27 | 13.62% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 4,597 | $218,950.73 | $292,300.24 | $73,349.51 | 33.5% |
Mariana Coli Dunhill Financial LLC | 223 | $12,545.65 | $13,984.33 | $1,438.68 | 11.47% |
Lukas Lindgren Abound Wealth Management | 1,148 | $71,885.65 | $72,031.26 | $145.61 | 0.2% |
Drew Phillips Fortitude Family Office LLC | 2,017 | $121,059.11 | $126,486.07 | $5,426.96 | 4.48% |
Alex Nunnamaker Schechter Investment Advisors LLC | 25,530 | $1.17M | $1.62M | $446,082.48 | 38.09% |
Bert D. Barre Colonial Trust Co. / SC | 2,113 | $114,446.4 | $133,087.3 | $18,640.9 | 16.29% |
Victoria Latham Fiduciary Alliance LLC | 6,303 | $405,756.26 | $398,790.81 | -$6,965.45 | -1.72% |
Loni Adams Daymark Wealth Partners LLC | 142,323 | $7.07M | $9.07M | $2M | 28.31% |
Brian Matter Creative Capital Management Investments LLC | 114 | $6,330.42 | $7,148.94 | $818.52 | 12.93% |
Belena Vincetti Fortis Capital Advisors LLC | 6,627 | $419,835.09 | $418,263.1 | -$1,571.99 | -0.37% |
| YG Youse Guia DoubleLine ETF Adviser LP | 24,010 | $1.33M | $1.51M | $178,394.6 | 13.38% |
Patrick D. Hayes Canopy Partners LLC | 27,029 | $1.65M | $1.71M | $53,922.84 | 3.26% |
| BP Brett Pohl Kingdom Financial Group LLC | 26 | $1,620.5 | $1,657.5 | $37 | 2.28% |
Sue Oleari Trifecta Capital Advisors LLC | 18 | $1,000 | $1,138.77 | $138.77 | 13.88% |