| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 350 | $94,840.69 | $77,150.5 | -$17,690.19 | -18.65% |
Dan Mohr Retireful LLC | 7,406 | $1.47M | $1.61M | $139,047.65 | 9.47% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,447 | $2.62M | $2.08M | -$533,372.37 | -20.39% |
Jeffrey Gilbert Balboa Wealth Partners | 1,673 | $236,143.93 | $342,228.88 | $106,084.95 | 44.92% |
Kevin Zemann WealthPlan Investment Management LLC | 961 | $191,642.62 | $211,833.22 | $20,190.6 | 10.54% |
| TC Trent Curry bLong Financial LLC | 1,853 | $333,899.37 | $401,795.27 | $67,895.9 | 20.33% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,097 | $471,656.93 | $462,241.69 | -$9,415.24 | -2% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 30,502 | $6.16M | $6.36M | $206,956.22 | 3.36% |
Rachel Faulk Cape Investment Advisory Inc. | 5 | $705.75 | $1,102.15 | $396.4 | 56.17% |
Mariana Coli Dunhill Financial LLC | 8 | $1,122.32 | $1,763.44 | $641.12 | 57.12% |
Lukas Lindgren Abound Wealth Management | 300 | $49,654.15 | $66,276 | $16,621.85 | 33.48% |
Drew Phillips Fortitude Family Office LLC | 154 | $30,995.47 | $33,946.22 | $2,950.75 | 9.52% |
Brian Dechow SWAN Capital LLC | 32 | $4,489.26 | $6,536.96 | $2,047.7 | 45.61% |
Victoria Latham Fiduciary Alliance LLC | 1,490 | $210,313.93 | $304,071.75 | $93,757.82 | 44.58% |
Nolan Hoffmeyer Thematics Asset Management | 94,104 | $16.74M | $21.07M | $4.33M | 25.86% |
Brian Matter Creative Capital Management Investments LLC | 2 | $282.3 | $440.96 | $158.66 | 56.2% |
Dean Pelos Commonwealth Retirement Investments LLC | 25 | $3,529 | $5,139.25 | $1,610.25 | 45.63% |
Kun Gao Sherbrooke Park Advisers LLC | 1,106 | $248,762 | $231,496.86 | -$17,265.14 | -6.94% |
David Smith Linden Thomas Advisory Services LLC | 15,202 | $2.46M | $3.1M | $639,313.84 | 25.96% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 24 | $3,367 | $4,986.72 | $1,619.72 | 48.11% |