| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 127,691 | $7.39M | $8.28M | $897,825.78 | 12.16% |
Rachel Faulk Cape Investment Advisory Inc. | 20 | $1,327.75 | $1,289 | -$38.75 | -2.92% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 14 | $951.44 | $907.97 | -$43.47 | -4.57% |
Mariana Coli Dunhill Financial LLC | 12 | $786 | $773.4 | -$12.6 | -1.6% |
Drew Phillips Fortitude Family Office LLC | 264 | $16,918.02 | $17,014.8 | $96.78 | 0.57% |
Bert D. Barre Colonial Trust Co. / SC | 8,612 | $594,482.38 | $556,938.04 | -$37,544.34 | -6.32% |
Daniel Guy Ethos Financial Group LLC | 5,751 | $362,766.53 | $365,533.56 | $2,767.03 | 0.76% |
Victoria Latham Fiduciary Alliance LLC | 26,155 | $1.44M | $1.66M | $222,282.58 | 15.43% |
Loni Adams Daymark Wealth Partners LLC | 4,421 | $327,829.68 | $286,922.9 | -$40,906.78 | -12.48% |
Erik Brenner Hilltop Partners LLC | 21,509 | $1.65M | $1.37M | -$278,969.27 | -16.95% |
| YG Youse Guia DoubleLine ETF Adviser LP | 9,689 | $608,237.79 | $617,479.97 | $9,242.18 | 1.52% |
Stephen Smith Kestra Investment Management LLC | 2,890 | $182,387.94 | $183,688.4 | $1,300.46 | 0.71% |
Dean Pelos Commonwealth Retirement Investments LLC | 400 | $28,600 | $25,424 | -$3,176 | -11.1% |
Darren Tapley New England Capital Financial Advisors LLC | 583 | $44,605.33 | $37,055.48 | -$7,549.85 | -16.93% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 13,019 | $885,102.29 | $829,700.87 | -$55,401.42 | -6.26% |
Moises Valladares Insigneo Advisory Services LLC | 3,846 | $243,129.57 | $248,913.12 | $5,783.55 | 2.38% |
| LK Lenny Kisin Applied Capital LLC/FL | 14,161 | $886,806.83 | $912,818.06 | $26,011.23 | 2.93% |
Philip Rc Dudley Dudley Capital Management LLC | 10,175 | $694,918.96 | $646,723 | -$48,195.96 | -6.94% |
David Gutierrez Gutierrez Wealth Advisory LLC | 5,684 | $340,060.5 | $368,152.68 | $28,092.18 | 8.26% |
Kevin Kroskey True Wealth Design LLC | 741 | $46,013.95 | $47,757.45 | $1,743.5 | 3.79% |