| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 20,670 | $759,945.93 | $808,920.45 | $48,974.52 | 6.44% |
| KB Kimberly Byrne Bill Few Associates Inc. | 8,332 | $308,328.56 | $320,032.12 | $11,703.56 | 3.8% |
Taro Kuriyama Axq Capita LLP | 7,684 | $314,429 | $296,948.18 | -$17,480.82 | -5.56% |
Katie Christensen iSAM Funds UKK) Ltd | 4,900 | $200,508 | $191,835 | -$8,673 | -4.33% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,550 | $361,302.39 | $333,663.75 | -$27,638.64 | -7.65% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 750 | $18,112.5 | $29,351.25 | $11,238.75 | 62.05% |
CJ Harrison DecisionPoint Financial LLC | 18 | $718.56 | $696.06 | -$22.5 | -3.13% |
| JG John Ginter Callan Family Office LLC | 20,319 | $844,989.72 | $786,954.87 | -$58,034.85 | -6.87% |
Amna Ali Khan GDS Wealth Management | 51,571 | $1.98M | $2.02M | $38,469.93 | 1.94% |
Mark Mowrey Signature Resources Capital Management LLC | 60 | $2,394 | $2,379.6 | -$14.4 | -0.6% |
Anita Woodhouse V-Square Quantitative Management LLC | 588 | $26,666.87 | $22,737.96 | -$3,928.91 | -14.73% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 12,744 | $404,519.42 | $503,770.32 | $99,250.9 | 24.54% |
Mariana Coli Dunhill Financial LLC | 50 | $2,265.45 | $1,933.5 | -$331.95 | -14.65% |
Drew Phillips Fortitude Family Office LLC | 464 | $18,682.6 | $17,942.88 | -$739.72 | -3.96% |
Bert D. Barre Colonial Trust Co. / SC | 417 | $11,543.51 | $16,079.52 | $4,536.01 | 39.29% |
Brian Matter Creative Capital Management Investments LLC | 98 | $4,010.16 | $3,789.66 | -$220.5 | -5.5% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 5,644 | $174,587.89 | $218,253.48 | $43,665.59 | 25.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 185 | $7,401.82 | $7,313.05 | -$88.77 | -1.2% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7 | $286 | $270.69 | -$15.31 | -5.35% |
Dean Pelos Commonwealth Retirement Investments LLC | 600 | $24,552 | $23,418 | -$1,134 | -4.62% |