| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 12,039 | $338,329.79 | $331,794.84 | -$6,534.95 | -1.93% |
William Jollie Quent Capital LLC | 3,959 | $117,951.05 | $112,910.68 | -$5,040.37 | -4.27% |
Taro Kuriyama Axq Capita LLP | 85,560 | $2.12M | $2.52M | $395,287 | 18.61% |
Katie Christensen iSAM Funds UKK) Ltd | 22,100 | $550,953.12 | $633,607 | $82,653.88 | 15% |
Mark Fiskio Empirical Asset Management LLC | 8,728 | $217,589.04 | $248,748 | $31,158.96 | 14.32% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 826 | $15,032.82 | $25,263.21 | $10,230.39 | 68.05% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,608 | $511,703 | $630,295.68 | $118,592.68 | 23.18% |
CJ Harrison DecisionPoint Financial LLC | 10 | $258 | $305.85 | $47.85 | 18.55% |
Mark Mowrey Signature Resources Capital Management LLC | 325 | $9,981 | $9,940.12 | -$40.88 | -0.41% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,117 | $185,895.88 | $217,673.44 | $31,777.56 | 17.09% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 107,416 | $2.83M | $3.29M | $450,762.38 | 15.9% |
Lansing A. Davis Davis Asset Management LP | 14 | $349.02 | $428.05 | $79.03 | 22.64% |
Mariana Coli Dunhill Financial LLC | 11 | $289.25 | $336.43 | $47.18 | 16.31% |
Lukas Lindgren Abound Wealth Management | 18 | $442.08 | $550.53 | $108.45 | 24.53% |
Drew Phillips Fortitude Family Office LLC | 218 | $5,942.79 | $6,667.53 | $724.74 | 12.2% |
Bert D. Barre Colonial Trust Co. / SC | 25 | $727.74 | $764.62 | $36.88 | 5.07% |
Loni Adams Daymark Wealth Partners LLC | 10,062 | $249,840 | $307,746.27 | $57,906.27 | 23.18% |
Brian Matter Creative Capital Management Investments LLC | 90 | $2,234.7 | $2,752.65 | $517.95 | 23.18% |
| YG Youse Guia DoubleLine ETF Adviser LP | 61,181 | $1.58M | $1.87M | $293,097.08 | 18.58% |
David Smith Linden Thomas Advisory Services LLC | 32,944 | $610,802.91 | $1.01M | $396,789.33 | 64.96% |