| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 2,974 | $1.69M | $1.72M | $22,296.56 | 1.32% |
Amna Ali Khan GDS Wealth Management | 21,197 | $11.52M | $12.23M | $709,644.49 | 6.16% |
Mark Mowrey Signature Resources Capital Management LLC | 3 | $1,868 | $1,694.4 | -$173.6 | -9.29% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,503 | $935,313.88 | $867,456.45 | -$67,857.43 | -7.26% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 18,905 | $11.34M | $10.89M | -$446,444.73 | -3.94% |
Lansing A. Davis Davis Asset Management LP | 200 | $117,736 | $115,377 | -$2,359 | -2% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 529 | $170,969.31 | $305,312.35 | $134,343.04 | 78.58% |
Mariana Coli Dunhill Financial LLC | 7 | $3,487.03 | $4,033.26 | $546.23 | 15.66% |
| RS Rebecca Sierp WPWealth LLP | 637 | $303,508.13 | $367,644.55 | $64,136.42 | 21.13% |
Lukas Lindgren Abound Wealth Management | 13 | $6,504.65 | $7,454.89 | $950.24 | 14.61% |
| DP Drew Phillips Fortitude Family Office LLC | 114 | $60,735.38 | $65,944.44 | $5,209.06 | 8.58% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 446 | $249,916.34 | $256,976.28 | $7,059.94 | 2.82% |
Bert D. Barre Colonial Trust Co. / SC | 208 | $112,193.61 | $120,319.68 | $8,126.07 | 7.24% |
Loni Adams Daymark Wealth Partners LLC | 367 | $202,961.56 | $212,294.82 | $9,333.26 | 4.6% |
Marc White Clarendon Private LLC | 817 | $425,615.15 | $472,601.82 | $46,986.67 | 11.04% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 375 | $220,773 | $216,922.5 | -$3,850.5 | -1.74% |
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $1,177 | $1,156.92 | -$20.08 | -1.71% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,088 | $541,857.03 | $629,364.48 | $87,507.45 | 16.15% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,278 | $1.75M | $1.9M | $145,676.56 | 8.32% |
Amy Ardeel Icon Wealth Advisors LLC | 462 | $250,940.85 | $267,303.96 | $16,363.11 | 6.52% |