| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 9 | $12,284.65 | $12,865.14 | $580.49 | 4.73% |
Christopher H. Jackson Drystone LLC | 3,099 | $5.26M | $4.39M | -$870,540.09 | -16.55% |
Bill McVay Red Tortoise LLC | 7 | $10,118.15 | $9,914.1 | -$204.05 | -2.02% |
W. Travis McKinney HB Wealth Management LLC | 270 | $338,021.24 | $382,401.01 | $44,379.77 | 13.13% |
William Jollie Quent Capital LLC | 262 | $376,313.46 | $374,518.51 | -$1,794.95 | -0.48% |
Dalila Toledo Ascent Group LLC | 253 | $301,377.94 | $358,323.91 | $56,945.97 | 18.9% |
Ed West Values First Advisors Inc. | 56,026 | $69.66M | $79.35M | $9.69M | 13.91% |
Taro Kuriyama Axq Capita LLP | 2,100 | $2.72M | $2.97M | $255,373.43 | 9.39% |
Michael Stulic Astoria Portfolio Advisors LLC | 400 | $457,925.32 | $566,520.02 | $108,594.7 | 23.71% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 269 | $319,860.65 | $380,984.71 | $61,124.06 | 19.11% |
| JG John Ginter Callan Family Office LLC | 902 | $1.1M | $1.29M | $191,008 | 17.42% |
Anita Woodhouse V-Square Quantitative Management LLC | 624 | $858,539.94 | $883,771.23 | $25,231.29 | 2.94% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 5,906 | $7.77M | $8.36M | $590,964.05 | 7.6% |
Lukas Lindgren Abound Wealth Management | 5 | $6,600.56 | $7,081.5 | $480.94 | 7.29% |
Drew Phillips Fortitude Family Office LLC | 10 | $12,355.5 | $14,163 | $1,807.5 | 14.63% |
Bert D. Barre Colonial Trust Co. / SC | 1 | $1,174.72 | $1,427.53 | $252.81 | 21.52% |
Nolan Hoffmeyer Thematics Asset Management | 3,901 | $4.93M | $5.52M | $597,203.01 | 12.12% |
Brian Matter Creative Capital Management Investments LLC | 2 | $2,486.84 | $2,832.6 | $345.76 | 13.9% |
| YG Youse Guia DoubleLine ETF Adviser LP | 226 | $285,031.2 | $320,698.52 | $35,667.32 | 12.51% |
Dennis Wallace Fortune Financial Advisors LLC | 208 | $244,342 | $294,590.41 | $50,248.41 | 20.56% |