| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 1,366 | $453,962.51 | $457,992.48 | $4,029.97 | 0.89% |
Kea Molnar Cromwell Holdings LLC | 8 | $2,519.33 | $2,682.24 | $162.91 | 6.47% |
| DH Dinan Hu R Squared Ltd | 1,649 | $449,809.82 | $552,876.72 | $103,066.9 | 22.91% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,077 | $281,428.42 | $361,096.56 | $79,668.14 | 28.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3 | $948 | $1,005.84 | $57.84 | 6.1% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4 | $1,429.72 | $1,341.12 | -$88.6 | -6.2% |
Ana-Maria Ignat Covestor Ltd | 879 | $221,312.76 | $294,711.12 | $73,398.36 | 33.16% |
| RG Robert Glass AlphaCentric Advisors LLC | 258 | $84,336.77 | $86,502.24 | $2,165.47 | 2.57% |
| EW Ed West Values First Advisors Inc. | 1,201 | $346,901.81 | $402,671.28 | $55,769.47 | 16.08% |
Michael Byun SageView Advisory Group LLC | 194 | $64,550 | $65,044.32 | $494.32 | 0.77% |
| TK Taro Kuriyama Axq Capita LLP | 1,237 | $308,904 | $414,741.36 | $105,837.36 | 34.26% |
Adam Grossman Mayport LLC | 2,377 | $593,584.44 | $796,960.56 | $203,376.12 | 34.26% |
| TG Timothy Gerlach Novem Group | 1,103 | $366,901.22 | $369,813.84 | $2,912.62 | 0.79% |
Anita Woodhouse V-Square Quantitative Management LLC | 102 | $33,898 | $34,198.56 | $300.56 | 0.89% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2 | $665 | $670.56 | $5.56 | 0.84% |
| DP Drew Phillips Fortitude Family Office LLC | 20 | $5,467.36 | $6,705.6 | $1,238.24 | 22.65% |
Bert D. Barre Colonial Trust Co. / SC | 11 | $3,492.4 | $3,688.08 | $195.68 | 5.6% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 124 | $30,965 | $41,574.72 | $10,609.72 | 34.26% |
Kevin Kroskey True Wealth Design LLC | 23 | $6,682 | $7,711.44 | $1,029.44 | 15.41% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 977 | $308,131.54 | $327,568.56 | $19,437.02 | 6.31% |