| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 329 | $219,042.42 | $262,887.45 | $43,845.03 | 20.02% |
| EM Erin Mccann Simplicity Wealth LLC | 1,173 | $792,730.67 | $940,063.55 | $147,332.88 | 18.59% |
Taro Kuriyama Axq Capita LLP | 2,952 | $1.84M | $2.38M | $536,166.82 | 29.13% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,739 | $1.34M | $1.39M | $46,362.5 | 3.45% |
David K. Balsdon Harvest Portfolios Group Inc. | 104,616 | $67M | $83.16M | $16.16M | 24.11% |
Daniel Ronan Catalyst Financial Partners LLC | 355 | $274,053.47 | $282,171.75 | $8,118.28 | 2.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 34 | $25,506.31 | $27,242.84 | $1,736.53 | 6.81% |
CJ Harrison DecisionPoint Financial LLC | 16 | $12,113.12 | $12,741.44 | $628.32 | 5.19% |
| JG John Ginter Callan Family Office LLC | 10,138 | $6.36M | $8.12M | $1.76M | 27.73% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,025 | $779,746.26 | $816,248.53 | $36,502.27 | 4.68% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 30,289 | $28.18M | $24.2M | -$3.97M | -14.1% |
Rachel Faulk Cape Investment Advisory Inc. | 7 | $4,634.57 | $5,574.38 | $939.81 | 20.28% |
Mariana Coli Dunhill Financial LLC | 4 | $2,908.8 | $3,185.36 | $276.56 | 9.51% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 72 | $55,274.24 | $57,438 | $2,163.76 | 3.91% |
Lukas Lindgren Abound Wealth Management | 51 | $37,279.45 | $40,786.23 | $3,506.78 | 9.41% |
Drew Phillips Fortitude Family Office LLC | 47 | $38,656.22 | $37,427.98 | -$1,228.24 | -3.18% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 676 | $533,240.09 | $534,844.1 | $1,604.01 | 0.3% |
Alex Nunnamaker Schechter Investment Advisors LLC | 719 | $478,112.1 | $568,887.18 | $90,775.08 | 18.99% |
Bert D. Barre Colonial Trust Co. / SC | 29 | $18,362.94 | $23,227.26 | $4,864.32 | 26.49% |
Brian Matter Creative Capital Management Investments LLC | 7 | $4,364.78 | $5,574.38 | $1,209.6 | 27.71% |