| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 2 | $585 | $481 | -$104 | -17.78% |
| JG John Ginter Callan Family Office LLC | 8,296 | $2.11M | $2M | -$104,064.61 | -4.94% |
Brook Hart Presilium Private Wealth LLC | 781 | $227,038 | $188,455.3 | -$38,582.7 | -16.99% |
Linda M. Dagilus Greenfield Savings Bank | 1,975 | $477,049.34 | $482,235.75 | $5,186.41 | 1.09% |
Amna Ali Khan GDS Wealth Management | 767 | $160,540.77 | $186,737.65 | $26,196.88 | 16.32% |
Mark Mowrey Signature Resources Capital Management LLC | 25 | $7,752.28 | $6,133.37 | -$1,618.91 | -20.88% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,406 | $366,917.87 | $343,127.27 | -$23,790.6 | -6.48% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,342 | $393,660.72 | $322,751 | -$70,909.72 | -18.01% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 55,127 | $11.84M | $13.53M | $1.68M | 14.23% |
Rachel Faulk Cape Investment Advisory Inc. | 331 | $91,934.82 | $79,605.5 | -$12,329.32 | -13.41% |
Vyoma Patel Strata Wealth Advisors LLC | 992 | $250,937.25 | $239,369.6 | -$11,567.65 | -4.61% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 2,934 | $737,502.84 | $708,707.7 | -$28,795.14 | -3.9% |
Mariana Coli Dunhill Financial LLC | 7 | $1,799.29 | $1,683.5 | -$115.79 | -6.44% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 12 | $3,523 | $2,945.64 | -$577.36 | -16.39% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,449 | $951,558.66 | $1.09M | $137,000.41 | 14.4% |
Lukas Lindgren Abound Wealth Management | 15 | $5,156.67 | $3,619.35 | -$1,537.32 | -29.81% |
Drew Phillips Fortitude Family Office LLC | 63 | $20,506.76 | $15,151.5 | -$5,355.26 | -26.11% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,304 | $297,653.32 | $317,732.64 | $20,079.32 | 6.75% |
Brian Dechow SWAN Capital LLC | 3 | $872 | $731.64 | -$140.36 | -16.1% |
Bert D. Barre Colonial Trust Co. / SC | 1,101 | $204,285.27 | $265,043.73 | $60,758.46 | 29.74% |