| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Glass AlphaCentric Advisors LLC | 848 | $206,666.52 | $253,755.52 | $47,089 | 22.79% |
Daniel Ronan Catalyst Financial Partners LLC | 1,798 | $447,223.61 | $539,112.32 | $91,888.71 | 20.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,643 | $1.25M | $1.72M | $461,753.35 | 36.82% |
Edward Lowndes Angeles Wealth Management LLC | 1,008 | $250,964.48 | $301,973.01 | $51,008.53 | 20.32% |
CJ Harrison DecisionPoint Financial LLC | 2 | $578.4 | $608.18 | $29.78 | 5.15% |
| JG John Ginter Callan Family Office LLC | 3,751 | $1.05M | $1.13M | $83,134.33 | 7.93% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,096 | $266,445.68 | $333,282.64 | $66,836.96 | 25.08% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 36,927 | $7.34M | $11.12M | $3.78M | 51.44% |
Rachel Faulk Cape Investment Advisory Inc. | 157 | $39,494.83 | $47,742.13 | $8,247.3 | 20.88% |
Mariana Coli Dunhill Financial LLC | 8 | $1,672.95 | $2,432.72 | $759.77 | 45.41% |
Lukas Lindgren Abound Wealth Management | 18 | $4,333.42 | $5,466.69 | $1,133.27 | 26.15% |
Drew Phillips Fortitude Family Office LLC | 346 | $91,762.85 | $105,215.14 | $13,452.29 | 14.66% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,676 | $432,089.11 | $501,777.64 | $69,688.53 | 16.13% |
Bert D. Barre Colonial Trust Co. / SC | 14 | $2,897.44 | $4,219.25 | $1,321.81 | 45.62% |
Loni Adams Daymark Wealth Partners LLC | 1,547 | $384,999.71 | $465,724.35 | $80,724.64 | 20.97% |
Brian Matter Creative Capital Management Investments LLC | 10 | $2,515.6 | $3,040.9 | $525.3 | 20.88% |
Sheryl Stephens Stephens Consulting LLC | 4 | $972 | $1,198.4 | $226.4 | 23.29% |
| BP Brett Pohl Kingdom Financial Group LLC | 161 | $39,635.74 | $48,469.05 | $8,833.31 | 22.29% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $252 | $299.6 | $47.6 | 18.89% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 968 | $200,425.93 | $289,954.72 | $89,528.79 | 44.67% |