| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 165 | $13,699.95 | $10,565.77 | -$3,134.18 | -22.88% |
W. Travis McKinney HB Wealth Management LLC | 20,996 | $1.49M | $1.32M | -$170,381.74 | -11.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 9 | $725.04 | $574.87 | -$150.17 | -20.71% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,874 | $231,569 | $183,864.15 | -$47,704.85 | -20.6% |
William Jollie Quent Capital LLC | 1,802 | $87,370.33 | $112,949.36 | $25,579.03 | 29.28% |
Dalila Toledo Ascent Group LLC | 4,736 | $381,532.16 | $303,269.76 | -$78,262.4 | -20.51% |
Joseph J. Costigan apricus wealth LLC | 34,690 | $2.56M | $2.2M | -$360,202.63 | -14.06% |
Taro Kuriyama Axq Capita LLP | 11,012 | $488,292.17 | $686,928.56 | $198,636.39 | 40.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,852 | $336,140.64 | $241,443.36 | -$94,697.28 | -28.17% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 24,770 | $1.3M | $1.55M | $242,267.1 | 18.58% |
CJ Harrison DecisionPoint Financial LLC | 7 | $369 | $438.76 | $69.76 | 18.91% |
Anu Prabhu Altrius Capital Management Inc. | 162,958 | $10.01M | $10.2M | $190,051.44 | 1.9% |
Anita Woodhouse V-Square Quantitative Management LLC | 9,698 | $606,828.72 | $607,773.66 | $944.94 | 0.16% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 55,682 | $3.22M | $3.57M | $343,836.6 | 10.67% |
Rachel Faulk Cape Investment Advisory Inc. | 259 | $13,699.12 | $16,234.12 | $2,535 | 18.5% |
Mariana Coli Dunhill Financial LLC | 93 | $4,966.97 | $5,829.24 | $862.27 | 17.36% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 104 | $4,562.89 | $6,654.96 | $2,092.07 | 45.85% |
Drew Phillips Fortitude Family Office LLC | 504 | $31,103.5 | $31,590.72 | $487.22 | 1.57% |
Brian Dechow SWAN Capital LLC | 18 | $1,041.5 | $1,151.82 | $110.32 | 10.59% |
Bert D. Barre Colonial Trust Co. / SC | 233 | $14,294.02 | $14,567.16 | $273.14 | 1.91% |