| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 20,129 | $1.39M | $1.52M | $129,305.23 | 9.32% |
Mark Mowrey Signature Resources Capital Management LLC | 19 | $1,294 | $1,443.05 | $149.05 | 11.52% |
Albert Moore First National Advisers LLC | 16,280 | $960,324.89 | $1.24M | $276,466.71 | 28.79% |
Anita Woodhouse V-Square Quantitative Management LLC | 6,704 | $503,815.29 | $503,604.48 | -$210.81 | -0.04% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 193,872 | $10.95M | $14.61M | $3.65M | 33.35% |
Rachel Faulk Cape Investment Advisory Inc. | 89 | $7,147.32 | $6,685.68 | -$461.64 | -6.46% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,343 | $548,213.74 | $785,395.7 | $237,181.96 | 43.26% |
Mariana Coli Dunhill Financial LLC | 141 | $9,062.92 | $10,591.92 | $1,529 | 16.87% |
Lukas Lindgren Abound Wealth Management | 303 | $22,292.99 | $22,758.33 | $465.34 | 2.09% |
Drew Phillips Fortitude Family Office LLC | 382 | $26,291.3 | $28,695.84 | $2,404.54 | 9.15% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,077 | $203,272.65 | $233,175.06 | $29,902.41 | 14.71% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,204 | $258,153.21 | $242,799.12 | -$15,354.09 | -5.95% |
Bert D. Barre Colonial Trust Co. / SC | 2,745 | $184,108.72 | $206,657.32 | $22,548.6 | 12.25% |
Victoria Latham Fiduciary Alliance LLC | 6,875 | $472,432.08 | $521,125 | $48,692.92 | 10.31% |
Loni Adams Daymark Wealth Partners LLC | 3,251 | $262,203.52 | $244,849.06 | -$17,354.46 | -6.62% |
Brian Matter Creative Capital Management Investments LLC | 2,198 | $120,195.57 | $165,113.76 | $44,918.19 | 37.37% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 14,322 | $1.12M | $1.08M | -$43,402.6 | -3.88% |
Patrick D. Hayes Canopy Partners LLC | 443 | $29,617.16 | $33,645.85 | $4,028.69 | 13.6% |
| BG Becki Goebel TCP Asset Management LLC | 8,762 | $696,053 | $665,649.14 | -$30,403.86 | -4.37% |
| BP Brett Pohl Kingdom Financial Group LLC | 246 | $19,554.8 | $18,511.5 | -$1,043.3 | -5.34% |