| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 2,330 | $209,956.3 | $251,593.4 | $41,637.1 | 19.83% |
Robert Glass AlphaCentric Advisors LLC | 1,556 | $141,872.14 | $167,487.84 | $25,615.7 | 18.06% |
Michael Byun SageView Advisory Group LLC | 1,982 | $168,306.4 | $212,589.32 | $44,282.92 | 26.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,062 | $427,080.94 | $551,555.52 | $124,474.58 | 29.15% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,516 | $197,777.99 | $270,822.24 | $73,044.25 | 36.93% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 57 | $3,807.03 | $6,113.82 | $2,306.79 | 60.59% |
CJ Harrison DecisionPoint Financial LLC | 5 | $489 | $544.8 | $55.8 | 11.41% |
| JG John Ginter Callan Family Office LLC | 6,624 | $542,194.38 | $716,253.12 | $174,058.74 | 32.1% |
Anita Woodhouse V-Square Quantitative Management LLC | 20,923 | $1.67M | $2.28M | $607,934.61 | 36.36% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 63,644 | $5.46M | $6.86M | $1.4M | 25.67% |
Rachel Faulk Cape Investment Advisory Inc. | 11 | $1,232 | $1,198.56 | -$33.44 | -2.71% |
Mariana Coli Dunhill Financial LLC | 24 | $1,987.93 | $2,615.04 | $627.11 | 31.55% |
Drew Phillips Fortitude Family Office LLC | 333 | $29,809.8 | $36,283.68 | $6,473.88 | 21.72% |
Bert D. Barre Colonial Trust Co. / SC | 234 | $19,026.42 | $25,269.66 | $6,243.24 | 32.81% |
Loni Adams Daymark Wealth Partners LLC | 3,879 | $312,061.98 | $416,953.71 | $104,891.73 | 33.61% |
Brian Matter Creative Capital Management Investments LLC | 283 | $25,922.36 | $30,835.68 | $4,913.32 | 18.95% |
Sheryl Stephens Stephens Consulting LLC | 725 | $52,446.1 | $77,763.5 | $25,317.4 | 48.27% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,868 | $201,333 | $200,361.68 | -$971.32 | -0.48% |
Dean Pelos Commonwealth Retirement Investments LLC | 15,545 | $1.26M | $1.67M | $412,350.61 | 32.86% |
Bepin Serraj Richard W. Paul & Associates LLC | 117 | $11,090.11 | $12,549.42 | $1,459.31 | 13.16% |