| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPN Brent P. Nicks Strategic Planning Inc. | 45,328 | $5.89M | $8.96M | $3.07M | 52.19% |
Daniel Ronan Catalyst Financial Partners LLC | 2,735 | $336,435.9 | $521,796.97 | $185,361.07 | 55.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,871 | $466,077.66 | $367,894.73 | -$98,182.93 | -21.07% |
Edward Lowndes Angeles Wealth Management LLC | 3,182 | $388,453.69 | $606,934.71 | $218,481.02 | 56.24% |
Kevin Zemann WealthPlan Investment Management LLC | 1,080 | $205,696.81 | $203,871.6 | -$1,825.21 | -0.89% |
CJ Harrison DecisionPoint Financial LLC | 1 | $239.5 | $196.63 | -$42.87 | -17.9% |
| JG John Ginter Callan Family Office LLC | 3,072 | $659,800.97 | $604,170.24 | -$55,630.73 | -8.43% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,978 | $1.62M | $1.57M | -$51,030.11 | -3.15% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 70,674 | $18.58M | $13.44M | -$5.13M | -27.64% |
Rachel Faulk Cape Investment Advisory Inc. | 6 | $912.81 | $1,179.78 | $266.97 | 29.25% |
Vyoma Patel Strata Wealth Advisors LLC | 1,915 | $217,869.55 | $377,063.5 | $159,193.95 | 73.07% |
Mariana Coli Dunhill Financial LLC | 5 | $568.85 | $983.15 | $414.3 | 72.83% |
Lukas Lindgren Abound Wealth Management | 375 | $102,281.41 | $73,590 | -$28,691.41 | -28.05% |
Drew Phillips Fortitude Family Office LLC | 132 | $18,012.47 | $25,955.16 | $7,942.69 | 44.1% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,294 | $994,295.9 | $818,801.39 | -$175,494.51 | -17.65% |
Bert D. Barre Colonial Trust Co. / SC | 17 | $2,378.36 | $3,360.39 | $982.03 | 41.29% |
Richard S. Levenson Western Financial Corp./CA | 16,396 | $3.12M | $3.13M | $9,915.76 | 0.32% |
Victoria Latham Fiduciary Alliance LLC | 13,475 | $2.66M | $2.56M | -$104,871.97 | -3.94% |
Brian Matter Creative Capital Management Investments LLC | 9 | $1,023.93 | $1,769.67 | $745.74 | 72.83% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,790 | $203,648.3 | $341,997.4 | $138,349.1 | 67.94% |