| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 24,055 | $5.04M | $7.44M | $2.4M | 47.71% |
Rachel Faulk Cape Investment Advisory Inc. | 167 | $46,752 | $52,431.32 | $5,679.32 | 12.15% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 28 | $5,698.28 | $9,057.44 | $3,359.16 | 58.95% |
Mariana Coli Dunhill Financial LLC | 8 | $1,816.58 | $2,551.84 | $735.26 | 40.47% |
Lukas Lindgren Abound Wealth Management | 93 | $24,372.07 | $28,755.6 | $4,383.53 | 17.99% |
Drew Phillips Fortitude Family Office LLC | 58 | $13,400.03 | $17,933.6 | $4,533.57 | 33.83% |
Bert D. Barre Colonial Trust Co. / SC | 1,513 | $317,546.14 | $486,142.03 | $168,595.89 | 53.09% |
Daniel Guy Ethos Financial Group LLC | 1,038 | $276,949 | $320,949.61 | $44,000.61 | 15.89% |
Nolan Hoffmeyer Thematics Asset Management | 21,459 | $4.68M | $6.64M | $1.95M | 41.66% |
Loni Adams Daymark Wealth Partners LLC | 8,244 | $1.7M | $2.55M | $844,832.64 | 49.57% |
Brian Matter Creative Capital Management Investments LLC | 330 | $92,400 | $102,036 | $9,636 | 10.43% |
| YG Youse Guia DoubleLine ETF Adviser LP | 1,169 | $311,901.05 | $371,893.97 | $59,992.92 | 19.23% |
Lucas Mosher SP Asset Management LLC | 14,181 | $2.9M | $4.38M | $1.49M | 51.46% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,963 | $549,640 | $634,991.24 | $85,351.24 | 15.53% |
Joseph Gentili Riverview Capital Advisers LLC | 6,941 | $1.42M | $2.25M | $830,182.14 | 58.67% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,006 | $231,992.83 | $311,055.21 | $79,062.38 | 34.08% |
Jeffrey Rosenthal Viawealth LLC | 2,236 | $455,048.25 | $718,449.16 | $263,400.91 | 57.88% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,312 | $367,360 | $418,501.77 | $51,141.77 | 13.92% |
David Smith Linden Thomas Advisory Services LLC | 926 | $207,692.98 | $286,319.21 | $78,626.23 | 37.86% |
Paul B. Ordonio Park Place Capital Corp. | 143 | $30,440.83 | $45,492.59 | $15,051.76 | 49.45% |