| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 1,170 | $322,834.32 | $361,506.61 | $38,672.29 | 11.98% |
Joseph J. Costigan apricus wealth LLC | 975 | $199,225.23 | $290,335.5 | $91,110.27 | 45.73% |
Katie Christensen iSAM Funds UKK) Ltd | 2,680 | $732,444.15 | $834,176.8 | $101,732.65 | 13.89% |
Timothy Gerlach Novem Group | 3,959 | $955,493.14 | $1.18M | $223,417.88 | 23.38% |
| TL Tradewinds LLC Tradewinds LLC | 861 | $259,755.09 | $265,799.3 | $6,044.21 | 2.33% |
CJ Harrison DecisionPoint Financial LLC | 2 | $592 | $595.56 | $3.56 | 0.6% |
| JG John Ginter Callan Family Office LLC | 6,962 | $1.86M | $2.15M | $284,920.79 | 15.28% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 11,908 | $2.5M | $3.71M | $1.21M | 48.37% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,510 | $373,608.94 | $449,647.8 | $76,038.86 | 20.35% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 21,185 | $5.3M | $6.31M | $1.01M | 19.01% |
Rachel Faulk Cape Investment Advisory Inc. | 16 | $4,827 | $4,764.48 | -$62.52 | -1.3% |
Mariana Coli Dunhill Financial LLC | 2 | $480.86 | $620.2 | $139.34 | 28.98% |
Drew Phillips Fortitude Family Office LLC | 43 | $11,227.56 | $12,804.54 | $1,576.98 | 14.05% |
Bert D. Barre Colonial Trust Co. / SC | 23 | $5,839.34 | $7,099.75 | $1,260.41 | 21.58% |
Loni Adams Daymark Wealth Partners LLC | 823 | $221,085.94 | $245,072.94 | $23,987 | 10.85% |
Brian Matter Creative Capital Management Investments LLC | 13 | $3,921.97 | $3,871.14 | -$50.83 | -1.3% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,498 | $704,309.83 | $743,854.44 | $39,544.61 | 5.61% |
Jeffrey D. Munjack JDM Financial Group LLC | 12 | $3,192.72 | $3,717.96 | $525.24 | 16.45% |
Steve Alexandrowski GEM Asset Management LLC | 1,038 | $246,600.94 | $309,095.64 | $62,494.7 | 25.34% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,717 | $1.72M | $1.7M | -$22,228.74 | -1.29% |