| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,434 | $948,646.39 | $862,638.13 | -$86,008.26 | -9.07% |
CJ Harrison DecisionPoint Financial LLC | 8 | $615 | $603.56 | -$11.44 | -1.86% |
| JG John Ginter Callan Family Office LLC | 9,397 | $638,849.91 | $708,956.66 | $70,106.75 | 10.97% |
Linda M. Dagilus Greenfield Savings Bank | 7,942 | $554,352.7 | $599,184.19 | $44,831.49 | 8.09% |
Amna Ali Khan GDS Wealth Management | 26,778 | $739,608.36 | $2.02M | $1.28M | 173.15% |
Mark Mowrey Signature Resources Capital Management LLC | 17 | $1,418 | $1,282.56 | -$135.44 | -9.55% |
Anita Woodhouse V-Square Quantitative Management LLC | 10,945 | $458,506.36 | $825,745.52 | $367,239.16 | 80.09% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 101,054 | $4.58M | $7.62M | $3.04M | 66.34% |
Rachel Faulk Cape Investment Advisory Inc. | 525 | $39,926 | $39,608.62 | -$317.38 | -0.79% |
Mariana Coli Dunhill Financial LLC | 91 | $4,698.66 | $6,865.49 | $2,166.83 | 46.12% |
Lukas Lindgren Abound Wealth Management | 5 | $413.93 | $377.22 | -$36.71 | -8.87% |
Drew Phillips Fortitude Family Office LLC | 455 | $30,088.37 | $34,327.47 | $4,239.1 | 14.09% |
Brian Dechow SWAN Capital LLC | 15 | $1,141 | $1,131.67 | -$9.33 | -0.82% |
Bert D. Barre Colonial Trust Co. / SC | 523 | $35,346 | $39,457.73 | $4,111.73 | 11.63% |
Brian Matter Creative Capital Management Investments LLC | 485 | $18,691.41 | $36,590.82 | $17,899.41 | 95.76% |
Stephen Smith Kestra Investment Management LLC | 10,540 | $747,795.15 | $795,190.3 | $47,395.15 | 6.34% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,638 | $256,374.43 | $425,358.91 | $168,984.48 | 65.91% |
Amy Ardeel Icon Wealth Advisors LLC | 3,375 | $170,153.63 | $254,626.87 | $84,473.24 | 49.65% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 12,076 | $558,006.39 | $909,081.28 | $351,074.89 | 62.92% |
| TAL TFB Advisors LLC TFB Advisors LLC | 13,168 | $791,962.65 | $993,525.6 | $201,562.95 | 25.45% |