| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 5,899 | $203,574.49 | $212,334.5 | $8,760.01 | 4.3% |
Ana-Maria Ignat Covestor Ltd | 995 | $35,534.59 | $35,511.55 | -$23.04 | -0.06% |
Kathryn Brown Morton Brown Family Wealth LLC | 30 | $1,102.8 | $1,071.6 | -$31.2 | -2.83% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 56,342 | $2.41M | $2.02M | -$383,355.1 | -15.94% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,874 | $261,624.45 | $245,367.43 | -$16,257.02 | -6.21% |
W. Travis McKinney HB Wealth Management LLC | 8,490 | $290,575.45 | $303,008.1 | $12,432.65 | 4.28% |
William Jollie Quent Capital LLC | 315 | $11,271.93 | $11,242.35 | -$29.58 | -0.26% |
Ed West Values First Advisors Inc. | 33 | $1,189.98 | $1,189.15 | -$0.83 | -0.07% |
Taro Kuriyama Axq Capita LLP | 13,859 | $527,474 | $497,330.21 | -$30,143.79 | -5.71% |
Patricia A. Thompson Leeward Investments LLC - MA | 429,176 | $12.42M | $15.4M | $2.98M | 24.02% |
David K. Balsdon Harvest Portfolios Group Inc. | 28,421 | $996,568.95 | $1.02M | $19,197.59 | 1.93% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 28,807 | $1.06M | $1.03M | -$26,824.37 | -2.53% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 84,217 | $3.15M | $3.01M | -$141,899.53 | -4.5% |
Rachel Faulk Cape Investment Advisory Inc. | 2,141 | $81,161.52 | $76,412.29 | -$4,749.23 | -5.85% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 333,340 | $11.47M | $11.96M | $483,052.53 | 4.21% |
Mariana Coli Dunhill Financial LLC | 9 | $329.4 | $321.21 | -$8.19 | -2.49% |
Bert D. Barre Colonial Trust Co. / SC | 97 | $3,536.92 | $3,486.18 | -$50.74 | -1.43% |
| YG Youse Guia DoubleLine ETF Adviser LP | 8,431 | $324,273.56 | $301,998.42 | -$22,275.14 | -6.87% |
Scott Register Register Financial Advisors LLC | 5,834 | $189,531.99 | $208,565.5 | $19,033.51 | 10.04% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 175 | $6,310.53 | $6,245.75 | -$64.78 | -1.03% |