| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 1,435 | $344,313.9 | $352,149 | $7,835.1 | 2.28% |
W. Travis McKinney HB Wealth Management LLC | 9,413 | $3.56M | $2.37M | -$1.19M | -33.47% |
| LF Lukas Feh LGT Group Foundation | 8,705 | $4.67M | $2.13M | -$2.54M | -54.36% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 13,500 | $3.28M | $3.31M | $32,265 | 0.98% |
| MC mike Chen Byrne Asset Management LLC | 1,864 | $828,796.47 | $457,229.88 | -$371,566.59 | -44.83% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,794 | $1.52M | $1.21M | -$310,407.02 | -20.37% |
Taylor Fairman Eagle Rock Investment Company LLC | 17,025 | $6.79M | $4.2M | -$2.59M | -38.13% |
Jeremy Baltz Raleigh Capital Management Inc. | 159 | $55,648.41 | $38,813.49 | -$16,834.92 | -30.25% |
Allison Tronnes Forum Financial Management LP | 2,189 | $866,622.23 | $536,742.8 | -$329,879.43 | -38.06% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,822 | $615,087.59 | $454,115.28 | -$160,972.31 | -26.17% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,558 | $984,122.4 | $626,223.98 | -$357,898.42 | -36.37% |
William Jollie Quent Capital LLC | 884 | $412,533.03 | $222,476.28 | -$190,056.75 | -46.07% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,432 | $293,588.65 | $350,768.4 | $57,179.75 | 19.48% |
Jonathan Straus Commons Capital LLC | 3,158 | $647,453.17 | $789,518.95 | $142,065.78 | 21.94% |
Stephen Dunnaway Brown Shipley& Co Ltd | 52 | $15,139.91 | $13,041.86 | -$2,098.05 | -13.86% |
Dalila Toledo Ascent Group LLC | 6,075 | $2.72M | $1.49M | -$1.24M | -45.4% |
| EM Erin Mccann Simplicity Wealth LLC | 4,049 | $1.09M | $1.01M | -$76,434.51 | -7.03% |
Michael Byun SageView Advisory Group LLC | 1,332 | $658,007.22 | $326,333.34 | -$331,673.88 | -50.41% |
Daniel Bennett APS Management Group Inc. | 1,030 | $354,669.51 | $252,854.7 | -$101,814.81 | -28.71% |
James Peterson Nearwater Capital Markets Ltd. | 105,000 | $28.69M | $26.18M | -$2.51M | -8.73% |