| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 8 | $1,015.75 | $1,053.44 | $37.69 | 3.71% |
| JG John Ginter Callan Family Office LLC | 5,441 | $598,775.75 | $707,602.05 | $108,826.3 | 18.17% |
Linda M. Dagilus Greenfield Savings Bank | 8,900 | $851,272.05 | $1.13M | $274,310.95 | 32.22% |
Anita Woodhouse V-Square Quantitative Management LLC | 6,073 | $720,518.97 | $768,052.31 | $47,533.34 | 6.6% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 60,740 | $7.22M | $7.68M | $458,747.65 | 6.35% |
Mariana Coli Dunhill Financial LLC | 16 | $2,225.1 | $2,126.24 | -$98.86 | -4.44% |
Lukas Lindgren Abound Wealth Management | 6 | $705.69 | $758.82 | $53.13 | 7.53% |
Drew Phillips Fortitude Family Office LLC | 232 | $26,568.35 | $29,341.04 | $2,772.69 | 10.44% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,201 | $532,189.19 | $910,710.47 | $378,521.28 | 71.13% |
Bert D. Barre Colonial Trust Co. / SC | 784 | $63,715.02 | $101,959.2 | $38,244.18 | 60.02% |
Victoria Latham Fiduciary Alliance LLC | 2,314 | $251,994.6 | $292,651.58 | $40,656.98 | 16.13% |
Brian Matter Creative Capital Management Investments LLC | 42 | $5,762.82 | $5,311.74 | -$451.08 | -7.83% |
| BP Brett Pohl Kingdom Financial Group LLC | 6 | $708 | $797.34 | $89.34 | 12.62% |
Stephen Smith Kestra Investment Management LLC | 3,313 | $393,413.82 | $436,255.81 | $42,841.99 | 10.89% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 12,194 | $1.35M | $1.57M | $221,788.79 | 16.39% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 3,382 | $386,816.32 | $427,721.54 | $40,905.22 | 10.57% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,077 | $227,851.5 | $408,902.53 | $181,051.03 | 79.46% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,496 | $205,295 | $189,199.12 | -$16,095.88 | -7.84% |
David Bach River Street Advisors LLC | 18,814 | $1.8M | $2.38M | $578,920.87 | 32.15% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,826 | $320,940.32 | $372,127.65 | $51,187.33 | 15.95% |