| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 7,147 | $186,679.48 | $195,041.63 | $8,362.15 | 4.48% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 116,148 | $3.06M | $3.27M | $209,890.9 | 6.85% |
Lansing A. Davis Davis Asset Management LP | 14 | $349.02 | $392.35 | $43.33 | 12.41% |
Mariana Coli Dunhill Financial LLC | 13 | $342.59 | $362.11 | $19.52 | 5.7% |
Lukas Lindgren Abound Wealth Management | 18 | $442.08 | $509.22 | $67.14 | 15.19% |
Drew Phillips Fortitude Family Office LLC | 198 | $5,446.19 | $5,601.42 | $155.23 | 2.85% |
Bert D. Barre Colonial Trust Co. / SC | 26 | $755.28 | $735.54 | -$19.74 | -2.61% |
| YG Youse Guia DoubleLine ETF Adviser LP | 36,191 | $957,010.39 | $1.01M | $49,280.36 | 5.15% |
David Smith Linden Thomas Advisory Services LLC | 32,944 | $610,802.91 | $915,843.2 | $305,040.29 | 49.94% |
Paul B. Ordonio Park Place Capital Corp. | 181 | $3,246.77 | $5,026.37 | $1,779.6 | 54.81% |
Roland Vetter West Tower Group LLC | 86,359 | $2.26M | $2.4M | $139,731.52 | 6.18% |
Kevin Kroskey True Wealth Design LLC | 4,135 | $114,531.35 | $116,979.15 | $2,447.8 | 2.14% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 271 | $6,756 | $7,666.59 | $910.59 | 13.48% |
| DD Damir Durkovic Entropy Technologies, LP | 163,072 | $4.34M | $4.48M | $139,327.19 | 3.21% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,032 | $50,732.25 | $55,951.12 | $5,218.87 | 10.29% |
Alexandra Stickelman Root Financial Partners, LLC | 2,188 | $60,991.79 | $61,657.84 | $666.05 | 1.09% |
Courtney Holt Compound Planning, Inc. | 11,184 | $289,713.13 | $316,395.36 | $26,682.23 | 9.21% |
Tony Macafee UniSuper Management Pty Ltd | 57,881 | $1.57M | $1.6M | $35,812.32 | 2.28% |
Robert Green LECAP ASSET MANAGEMENT LTD | 23,950 | $595,695.16 | $672,755.5 | $77,060.34 | 12.94% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,808 | $195,134.01 | $187,185.96 | -$7,948.05 | -4.07% |