| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hajime Yamamoto Resona Asset Management Co. Ltd. | 38,312 | $6.09M | $8.76M | $2.67M | 43.79% |
Rachel Faulk Cape Investment Advisory Inc. | 121 | $28,205 | $30,037.04 | $1,832.04 | 6.5% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 49,494 | $2.93M | $11.87M | $8.94M | 305.61% |
Vyoma Patel Strata Wealth Advisors LLC | 1,134 | $264,335 | $281,515.5 | $17,180.5 | 6.5% |
Mariana Coli Dunhill Financial LLC | 39 | $4,988.04 | $9,813.96 | $4,825.92 | 96.75% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,784 | $325,321.83 | $407,929.44 | $82,607.61 | 25.39% |
Lukas Lindgren Abound Wealth Management | 87 | $14,021.72 | $19,893.42 | $5,871.7 | 41.88% |
Drew Phillips Fortitude Family Office LLC | 120 | $18,182.43 | $27,439.2 | $9,256.77 | 50.91% |
Bert D. Barre Colonial Trust Co. / SC | 940 | $99,045.77 | $214,940.4 | $115,894.63 | 117.01% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,326 | $250,654.05 | $303,203.16 | $52,549.11 | 20.96% |
Brian Matter Creative Capital Management Investments LLC | 24 | $5,594.4 | $5,487.84 | -$106.56 | -1.9% |
Belena Vincetti Fortis Capital Advisors LLC | 3,298 | $768,764 | $754,120.68 | -$14,643.32 | -1.9% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,274 | $406,114.03 | $519,972.84 | $113,858.81 | 28.04% |
Jeffrey D. Munjack JDM Financial Group LLC | 31 | $5,652.23 | $7,088.46 | $1,436.23 | 25.41% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,195 | $195,217.47 | $273,248.7 | $78,031.23 | 39.97% |
Patrick D. Hayes Canopy Partners LLC | 2,022 | $320,117.62 | $462,350.52 | $142,232.9 | 44.43% |
Sheryl Stephens Stephens Consulting LLC | 2 | $358 | $457.32 | $99.32 | 27.74% |
Stephen Smith Kestra Investment Management LLC | 1,011 | $235,674 | $250,980.75 | $15,306.75 | 6.49% |
Amy Hart Phillips Wealth Planners LLC | 1,077 | $239,622 | $271,016.28 | $31,394.28 | 13.1% |
Kelly Christopher Significant Wealth Partners LLC | 2,441 | $446,539.9 | $558,159.06 | $111,619.16 | 25% |