| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 21,823 | $1.84M | $1.79M | -$48,955.57 | -2.66% |
Anita Woodhouse V-Square Quantitative Management LLC | 27,556 | $2.32M | $2.26M | -$66,910.15 | -2.88% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 195,241 | $14.15M | $16.26M | $2.11M | 14.9% |
Rachel Faulk Cape Investment Advisory Inc. | 173 | $16,038.43 | $14,173.89 | -$1,864.54 | -11.63% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,867 | $636,640 | $568,072.57 | -$68,567.43 | -10.77% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 620 | $46,732.22 | $51,515.8 | $4,783.58 | 10.24% |
Mariana Coli Dunhill Financial LLC | 57 | $4,935.57 | $4,670.01 | -$265.56 | -5.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,380 | $214,152 | $198,182.6 | -$15,969.4 | -7.46% |
Lukas Lindgren Abound Wealth Management | 20 | $1,944.95 | $1,633.2 | -$311.75 | -16.03% |
Drew Phillips Fortitude Family Office LLC | 1,135 | $93,384.68 | $92,990.55 | -$394.13 | -0.42% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,947 | $301,636.1 | $329,219.27 | $27,583.17 | 9.14% |
Bert D. Barre Colonial Trust Co. / SC | 2,830 | $239,358.37 | $231,861.9 | -$7,496.47 | -3.13% |
Victoria Latham Fiduciary Alliance LLC | 2,783 | $211,767.19 | $230,822.02 | $19,054.83 | 9% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 8,966 | $831,238 | $744,043.51 | -$87,194.49 | -10.49% |
Loni Adams Daymark Wealth Partners LLC | 4,051 | $329,686.62 | $337,407.79 | $7,721.17 | 2.34% |
Brian Matter Creative Capital Management Investments LLC | 1,264 | $103,356.64 | $103,559.52 | $202.88 | 0.2% |
Michael Snyder Beaumont Financial Advisors LLC | 3,047 | $234,235.82 | $252,855.29 | $18,619.47 | 7.95% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,400 | $108,273.4 | $116,046 | $7,772.6 | 7.18% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,804 | $209,543 | $232,087.08 | $22,544.08 | 10.76% |
Amy Hart Phillips Wealth Planners LLC | 2,219 | $206,006.9 | $184,443.28 | -$21,563.62 | -10.47% |