| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 6,635 | $498,274.59 | $532,624.62 | $34,350.03 | 6.89% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 197,696 | $11.16M | $15.82M | $4.66M | 41.73% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,466 | $554,694.51 | $840,158.15 | $285,463.64 | 51.46% |
Mariana Coli Dunhill Financial LLC | 140 | $8,982.1 | $11,201.4 | $2,219.3 | 24.71% |
Lukas Lindgren Abound Wealth Management | 361 | $26,084.77 | $28,681.45 | $2,596.68 | 9.95% |
| DP Drew Phillips Fortitude Family Office LLC | 379 | $26,007.36 | $30,373.06 | $4,365.7 | 16.79% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,210 | $211,956.37 | $256,832.1 | $44,875.73 | 21.17% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,157 | $254,379.11 | $252,591.57 | -$1,787.54 | -0.7% |
Bert D. Barre Colonial Trust Co. / SC | 2,759 | $185,004.72 | $221,106.26 | $36,101.54 | 19.51% |
| VL Victoria Latham Fiduciary Alliance LLC | 7,637 | $525,855.96 | $611,036.37 | $85,180.41 | 16.2% |
Loni Adams Daymark Wealth Partners LLC | 3,583 | $288,980.37 | $287,141.62 | -$1,838.75 | -0.64% |
Brian Matter Creative Capital Management Investments LLC | 2,162 | $117,304.77 | $172,981.62 | $55,676.85 | 47.46% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 16,103 | $1.21M | $1.29M | $83,959.82 | 6.96% |
| PDH Patrick D. Hayes Canopy Partners LLC | 436 | $29,055.06 | $34,941.04 | $5,885.98 | 20.26% |
| BG Becki Goebel TCP Asset Management LLC | 8,762 | $696,053 | $694,388.5 | -$1,664.5 | -0.24% |
| BP Brett Pohl Kingdom Financial Group LLC | 670 | $52,228.63 | $53,693.8 | $1,465.17 | 2.81% |
| SS Stephen Smith Kestra Investment Management LLC | 5,241 | $364,456.04 | $420,013.74 | $55,557.7 | 15.24% |
Bree Pate Olisti Co. Wealth LLC | 71 | $5,243.93 | $5,664.38 | $420.45 | 8.02% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,038 | $689,336.64 | $724,305.32 | $34,968.68 | 5.07% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10 | $738.6 | $803.7 | $65.1 | 8.81% |