| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 16,868 | $1.08M | $1.24M | $162,998.04 | 15.09% |
William Jollie Quent Capital LLC | 1,069 | $72,279.53 | $78,785.3 | $6,505.77 | 9% |
Missy Straw Nilsine Partners LLC | 36,008 | $2.95M | $2.64M | -$311,157.93 | -10.54% |
Taro Kuriyama Axq Capita LLP | 26,499 | $2.51M | $1.94M | -$562,043.33 | -22.43% |
Katie Christensen iSAM Funds UKK) Ltd | 2,700 | $255,258 | $207,063 | -$48,195 | -18.88% |
Daniel Ronan Catalyst Financial Partners LLC | 2,418 | $228,598 | $177,384.48 | -$51,213.52 | -22.4% |
Jeffrey Gilbert Balboa Wealth Partners | 4,049 | $382,792.46 | $297,034.64 | -$85,757.82 | -22.4% |
Sean Murray Quantum Financial Advisors LLC | 2,559 | $241,927.86 | $196,249.71 | -$45,678.15 | -18.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 60 | $2,958.6 | $4,401.6 | $1,443 | 48.77% |
CJ Harrison DecisionPoint Financial LLC | 7 | $663 | $515.9 | -$147.1 | -22.19% |
| JG John Ginter Callan Family Office LLC | 9,168 | $501,393.67 | $669,814.08 | $168,420.41 | 33.59% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,890 | $211,863.16 | $286,693 | $74,829.84 | 35.32% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 110,228 | $7.67M | $8.07M | $394,376.36 | 5.14% |
Rachel Faulk Cape Investment Advisory Inc. | 38 | $3,593 | $2,800.6 | -$792.4 | -22.05% |
Mariana Coli Dunhill Financial LLC | 24 | $1,693.62 | $1,768.8 | $75.18 | 4.44% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,281 | $175,349 | $167,288.54 | -$8,060.46 | -4.6% |
Lukas Lindgren Abound Wealth Management | 2 | $104.85 | $146.64 | $41.79 | 39.86% |
Drew Phillips Fortitude Family Office LLC | 388 | $27,375.75 | $28,595.6 | $1,219.85 | 4.46% |
Bert D. Barre Colonial Trust Co. / SC | 104 | $8,224.7 | $7,622.16 | -$602.54 | -7.33% |
Brian Matter Creative Capital Management Investments LLC | 57 | $5,388.78 | $4,200.9 | -$1,187.88 | -22.04% |