| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gary Fraser Foresight Group Ltd. Liability Partnership | 15,903 | $1.12M | $1.07M | -$52,536.47 | -4.7% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 52,725 | $3.3M | $3.53M | $223,785.71 | 6.77% |
Mariana Coli Dunhill Financial LLC | 6 | $453 | $399.36 | -$53.64 | -11.84% |
Drew Phillips Fortitude Family Office LLC | 7 | $504.18 | $465.92 | -$38.26 | -7.59% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,385 | $254,992.05 | $225,982.6 | -$29,009.45 | -11.38% |
Daniel Guy Ethos Financial Group LLC | 8,530 | $646,630.83 | $568,652.45 | -$77,978.38 | -12.06% |
| YG Youse Guia DoubleLine ETF Adviser LP | 5,284 | $394,134.23 | $351,967.24 | -$42,166.99 | -10.7% |
Jeffrey D. Munjack JDM Financial Group LLC | 9 | $678.42 | $600.48 | -$77.94 | -11.49% |
Sheryl Stephens Stephens Consulting LLC | 200 | $14,272 | $13,355 | -$917 | -6.43% |
Ashley Buboltz Moran Wealth Management LLC | 14,229 | $939,170.34 | $950,141.47 | $10,971.13 | 1.17% |
Steven Trigili Garden State Investment Advisory Services LLC | 7,329 | $565,726 | $488,990.88 | -$76,735.12 | -13.56% |
| LK Lenny Kisin Applied Capital LLC/FL | 10,892 | $688,896.61 | $725,516.12 | $36,619.51 | 5.32% |
| DD Damir Durkovic Entropy Technologies, LP | 76,208 | $5.65M | $5.09M | -$557,438.18 | -9.86% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 430 | $30,139.76 | $28,711.1 | -$1,428.66 | -4.74% |
Tony Macafee UniSuper Management Pty Ltd | 14,300 | $945,545 | $954,668 | $9,123 | 0.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,159 | $531,120.45 | $469,487.22 | -$61,633.23 | -11.6% |
Mathieu Cornu Pictet Asset Management Holding SA | 18,898 | $1.16M | $1.26M | $93,018.68 | 7.99% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,809 | $364,804.64 | $320,471.76 | -$44,332.88 | -12.15% |
Robert Shea NEOS Investment Management LLC | 23,355 | $1.71M | $1.56M | -$154,518.52 | -9.02% |
Angela Kelley HTLF Bank | 19,150 | $1.1M | $1.28M | $181,042.3 | 16.46% |