| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 3,072 | $659,800.97 | $565,831.68 | -$93,969.29 | -14.24% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,978 | $1.62M | $1.28M | -$340,551.73 | -21.03% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 70,674 | $18.58M | $11.33M | -$7.24M | -38.99% |
Rachel Faulk Cape Investment Advisory Inc. | 3 | $341.31 | $511.9 | $170.59 | 49.98% |
Vyoma Patel Strata Wealth Advisors LLC | 1,915 | $217,869.55 | $326,766.01 | $108,896.46 | 49.98% |
Mariana Coli Dunhill Financial LLC | 5 | $568.85 | $898.4 | $329.55 | 57.93% |
Lukas Lindgren Abound Wealth Management | 375 | $102,281.41 | $60,127.5 | -$42,153.91 | -41.21% |
Drew Phillips Fortitude Family Office LLC | 134 | $18,528.52 | $21,485.56 | $2,957.04 | 15.96% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,294 | $994,295.9 | $688,499.96 | -$305,795.94 | -30.76% |
Bert D. Barre Colonial Trust Co. / SC | 17 | $2,378.36 | $3,131.23 | $752.87 | 31.66% |
Victoria Latham Fiduciary Alliance LLC | 19,040 | $4.1M | $3.05M | -$1.04M | -25.47% |
Brian Matter Creative Capital Management Investments LLC | 9 | $1,023.93 | $1,443.06 | $419.13 | 40.93% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,790 | $203,648.3 | $287,008.6 | $83,360.3 | 40.93% |
Sheryl Stephens Stephens Consulting LLC | 5 | $1,074 | $801.7 | -$272.3 | -25.35% |
| BP Brett Pohl Kingdom Financial Group LLC | 7 | $909.26 | $1,257.76 | $348.5 | 38.33% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4 | $455.08 | $682.54 | $227.46 | 49.98% |
Bepin Serraj Richard W. Paul & Associates LLC | 10 | $2,407.3 | $1,796.8 | -$610.5 | -25.36% |
Walter J. West Milestone Asset Management LLC | 9,561 | $1.17M | $1.53M | $367,380.71 | 31.52% |
Moises Valladares Insigneo Advisory Services LLC | 2,105 | $239,485.85 | $418,221.38 | $178,735.53 | 74.63% |
Jeffrey Rosenthal Viawealth LLC | 4,360 | $496,037.2 | $803,068.4 | $307,031.2 | 61.9% |