| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 1,153 | $51,306.85 | $58,376.39 | $7,069.54 | 13.78% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 130,824 | $4.52M | $6.62M | $2.1M | 46.43% |
Rachel Faulk Cape Investment Advisory Inc. | 205 | $9,774 | $10,379.15 | $605.15 | 6.19% |
Mariana Coli Dunhill Financial LLC | 1,049 | $42,470.4 | $50,834.54 | $8,364.14 | 19.69% |
Drew Phillips Fortitude Family Office LLC | 465 | $22,171 | $23,542.95 | $1,371.95 | 6.19% |
Victoria Latham Fiduciary Alliance LLC | 81,706 | $3.62M | $4.14M | $521,190.17 | 14.42% |
Loni Adams Daymark Wealth Partners LLC | 6,806 | $254,258.16 | $344,587.78 | $90,329.62 | 35.53% |
Nolan Langford Left Brain Wealth Management LLC | 27,299 | $884,487.62 | $1.38M | $497,660.75 | 56.27% |
| YG Youse Guia DoubleLine ETF Adviser LP | 13,069 | $531,050.54 | $608,100.57 | $77,050.03 | 14.51% |
Cornell P. Abod Beacon Investment Advisors LLC | 17,500 | $599,375 | $802,725 | $203,350 | 33.93% |
Stephen Smith Kestra Investment Management LLC | 12,563 | $550,499.35 | $636,064.69 | $85,565.34 | 15.54% |
Scott Register Register Financial Advisors LLC | 2,000 | $73,300 | $101,260 | $27,960 | 38.14% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,957 | $86,531.7 | $99,082.91 | $12,551.21 | 14.5% |
| MWL Melia Wealth LLC Melia Wealth LLC | 5,670 | $246,975.18 | $263,825.1 | $16,849.92 | 6.82% |
Justin Halverson Great Waters Wealth Management | 10,000 | $306,900 | $506,300 | $199,400 | 64.97% |
Steven Trigili Garden State Investment Advisory Services LLC | 5,245 | $222,538.65 | $248,560.55 | $26,021.9 | 11.69% |
David Smith Linden Thomas Advisory Services LLC | 27,143 | $780,632.21 | $1.37M | $593,617.88 | 76.04% |
Andrew Hass RF&L Wealth Management LLC | 6,024 | $202,559.12 | $304,995.12 | $102,436 | 50.57% |
David D. Jones Applied Finance Capital Management LLC | 21,171 | $815,466.92 | $1.07M | $256,420.81 | 31.44% |
Kevin Kroskey True Wealth Design LLC | 1,305 | $54,362.51 | $66,072.15 | $11,709.64 | 21.54% |