| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lincoln Bach Delap Wealth Advisory LLC | 966 | $216,051 | $196,194.6 | -$19,856.4 | -9.19% |
Jeffrey Gilbert Balboa Wealth Partners | 1,059 | $236,845.34 | $210,423.3 | -$26,422.04 | -11.16% |
Edward Lowndes Angeles Wealth Management LLC | 1,064 | $237,963.59 | $211,416.8 | -$26,546.79 | -11.16% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,119 | $210,002.87 | $222,345.3 | $12,342.43 | 5.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 48 | $9,008.16 | $9,537.6 | $529.44 | 5.88% |
| JG John Ginter Callan Family Office LLC | 11,434 | $2.01M | $2.32M | $312,559.16 | 15.54% |
Mark Mowrey Signature Resources Capital Management LLC | 5 | $926 | $1,002.95 | $76.95 | 8.31% |
Junaid Subhan Sagard Holdings Management Inc. | 105 | $16,880 | $21,268.8 | $4,388.8 | 26% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,194 | $412,876.01 | $440,522.29 | $27,646.28 | 6.7% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 191,723 | $30.83M | $38.49M | $7.66M | 24.83% |
Rachel Faulk Cape Investment Advisory Inc. | 132 | $29,572 | $26,847.48 | -$2,724.52 | -9.21% |
Mariana Coli Dunhill Financial LLC | 48 | $8,722.94 | $9,762.72 | $1,039.78 | 11.92% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,224 | $2.13M | $2.66M | $528,951.42 | 24.88% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,775 | $404,023.77 | $551,392.5 | $147,368.73 | 36.48% |
Lukas Lindgren Abound Wealth Management | 84 | $10,071.34 | $17,008.32 | $6,936.98 | 68.88% |
Drew Phillips Fortitude Family Office LLC | 742 | $118,202.45 | $150,915.38 | $32,712.93 | 27.68% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,708 | $333,740.84 | $538,079.6 | $204,338.76 | 61.23% |
Bert D. Barre Colonial Trust Co. / SC | 301 | $50,034.59 | $61,099.99 | $11,065.4 | 22.12% |
Richard S. Levenson Western Financial Corp./CA | 23,772 | $4.68M | $4.72M | $43,428.74 | 0.93% |
Loni Adams Daymark Wealth Partners LLC | 2,835 | $468,936.05 | $568,984.5 | $100,048.45 | 21.34% |