| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 175,385 | $30.88M | $27.9M | -$2.98M | -9.64% |
Rachel Faulk Cape Investment Advisory Inc. | 60 | $10,015.15 | $9,421.8 | -$593.35 | -5.92% |
Mariana Coli Dunhill Financial LLC | 159 | $32,110.78 | $24,967.77 | -$7,143.01 | -22.24% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 452 | $91,266.04 | $71,904.16 | -$19,361.88 | -21.21% |
Lukas Lindgren Abound Wealth Management | 396 | $78,820.51 | $62,259.12 | -$16,561.39 | -21.01% |
Drew Phillips Fortitude Family Office LLC | 269 | $53,775.58 | $42,241.07 | -$11,534.51 | -21.45% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,726 | $366,961.3 | $273,637.28 | -$93,324.02 | -25.43% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,099 | $1.08M | $1.29M | $211,060.47 | 19.57% |
Bert D. Barre Colonial Trust Co. / SC | 1,175 | $198,856.28 | $185,450.25 | -$13,406.03 | -6.74% |
Victoria Latham Fiduciary Alliance LLC | 1,344 | $225,424.58 | $213,131.52 | -$12,293.06 | -5.45% |
Nolan Hoffmeyer Thematics Asset Management | 26,625 | $4.11M | $4.21M | $94,949.5 | 2.31% |
Loni Adams Daymark Wealth Partners LLC | 5,243 | $1.07M | $834,056.44 | -$237,694.52 | -22.18% |
Brian Matter Creative Capital Management Investments LLC | 271 | $43,532.07 | $42,555.13 | -$976.94 | -2.24% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 850 | $226,704 | $134,300 | -$92,404 | -40.76% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 11,973 | $1.92M | $1.91M | -$9,086.35 | -0.47% |
| YG Youse Guia DoubleLine ETF Adviser LP | 11,777 | $1.97M | $1.87M | -$103,392.66 | -5.24% |
Jeffrey D. Munjack JDM Financial Group LLC | 104 | $19,122.12 | $16,546.4 | -$2,575.72 | -13.47% |
Adam Laibson Mainsail Financial Group LLC | 3,512 | $589,068 | $552,202.3 | -$36,865.7 | -6.26% |
Sheryl Stephens Stephens Consulting LLC | 1 | $238.31 | $158.46 | -$79.85 | -33.51% |
| BP Brett Pohl Kingdom Financial Group LLC | 76 | $15,572.87 | $12,090.08 | -$3,482.79 | -22.36% |