| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 20 | $1,326.6 | $879.6 | -$447 | -33.7% |
Ana-Maria Ignat Covestor Ltd | 265 | $14,082.1 | $11,654.7 | -$2,427.4 | -17.24% |
| SP Samantha Pierangeli City State Bank | 29 | $1,318.63 | $1,275.42 | -$43.21 | -3.28% |
| WTM W. Travis McKinney HB Wealth Management LLC | 12,907 | $733,744.49 | $567,649.86 | -$166,094.63 | -22.64% |
Jeremy Baltz Raleigh Capital Management Inc. | 531 | $28,260.65 | $23,353.38 | -$4,907.27 | -17.36% |
| WJ William Jollie Quent Capital LLC | 862 | $36,066.43 | $37,910.76 | $1,844.33 | 5.11% |
Michael Byun SageView Advisory Group LLC | 1,338 | $71,097 | $58,845.24 | -$12,251.76 | -17.23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 222 | $6,771 | $9,763.56 | $2,992.56 | 44.2% |
Daniel Ronan Catalyst Financial Partners LLC | 3,367 | $223,333 | $148,080.66 | -$75,252.34 | -33.7% |
Arpan Shah XY Capital Ltd. | 25,064 | $1.66M | $1.1M | -$560,180.28 | -33.7% |
John DeMarco Trajan Wealth LLC | 3,429 | $112,848.31 | $150,807.42 | $37,959.11 | 33.64% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 44 | $1,492 | $1,935.12 | $443.12 | 29.7% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 733 | $33,410.14 | $32,237.34 | -$1,172.8 | -3.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,044 | $598,311.7 | $485,715.12 | -$112,596.58 | -18.82% |
| JG John Ginter Callan Family Office LLC | 4,882 | $259,429.29 | $214,710.36 | -$44,718.93 | -17.24% |
Mariana Coli Dunhill Financial LLC | 13 | $802.97 | $571.74 | -$231.23 | -28.8% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 5 | $278 | $219.9 | -$58.1 | -20.9% |
Lukas Lindgren Abound Wealth Management | 4 | $209 | $175.92 | -$33.08 | -15.83% |
| DP Drew Phillips Fortitude Family Office LLC | 391 | $19,670.41 | $17,196.18 | -$2,474.23 | -12.58% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 61,389 | $4.07M | $2.7M | -$1.37M | -33.7% |