| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 882,326 | $125.83M | $130.19M | $4.35M | 3.46% |
Rachel Faulk Cape Investment Advisory Inc. | 262 | $30,066.75 | $38,925.34 | $8,858.59 | 29.46% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 85 | $8,083.5 | $12,576.6 | $4,493.1 | 55.58% |
Mariana Coli Dunhill Financial LLC | 1,257 | $155,333.48 | $186,752.49 | $31,419.01 | 20.23% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,366 | $433,201.16 | $495,475.2 | $62,274.04 | 14.38% |
Lukas Lindgren Abound Wealth Management | 40 | $7,318.8 | $5,965.2 | -$1,353.6 | -18.49% |
Drew Phillips Fortitude Family Office LLC | 290 | $30,462.14 | $43,085.3 | $12,623.16 | 41.44% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,864 | $473,059.12 | $400,902.72 | -$72,156.4 | -15.25% |
Alex Nunnamaker Schechter Investment Advisors LLC | 15,675 | $1.47M | $2.19M | $719,683.35 | 48.81% |
Brian Dechow SWAN Capital LLC | 120 | $18,361.65 | $16,797.6 | -$1,564.05 | -8.52% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,713 | $400,719.78 | $379,765.74 | -$20,954.04 | -5.23% |
Bert D. Barre Colonial Trust Co. / SC | 3,905 | $536,156.54 | $576,885.65 | $40,729.11 | 7.6% |
Daniel Guy Ethos Financial Group LLC | 2,425 | $384,775.4 | $339,451.5 | -$45,323.9 | -11.78% |
Richard S. Levenson Western Financial Corp./CA | 4,985 | $668,021 | $697,800.3 | $29,779.3 | 4.46% |
Drew Hartman Warther Private Wealth LLC | 122,870 | $12.2M | $18.07M | $5.87M | 48.12% |
Victoria Latham Fiduciary Alliance LLC | 3,294 | $653,756.75 | $461,094.12 | -$192,662.63 | -29.47% |
Nolan Hoffmeyer Thematics Asset Management | 397,790 | $43.52M | $55.68M | $12.16M | 27.94% |
Kellie Borror Daner Wealth Management LLC | 2,081 | $206,601.68 | $309,423.89 | $102,822.21 | 49.77% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 62,955 | $6.35M | $8.81M | $2.47M | 38.88% |
Loni Adams Daymark Wealth Partners LLC | 3,006 | $447,787.23 | $444,557.34 | -$3,229.89 | -0.72% |