| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,587 | $226,829.89 | $154,161.18 | -$72,668.71 | -32.04% |
Joseph Castro Nuveen LLC | 386,516 | $39.08M | $37.87M | -$1.21M | -3.1% |
Brian Baylis Bell Investment Advisors Inc. | 24 | $1,197.36 | $2,351.52 | $1,154.16 | 96.39% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 92,118 | $6.57M | $9.03M | $2.45M | 37.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 6 | $602.03 | $587.88 | -$14.15 | -2.35% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,958 | $214,322.68 | $191,316.18 | -$23,006.5 | -10.73% |
Ana-Maria Ignat Covestor Ltd | 405 | $44,331.3 | $39,681.9 | -$4,649.4 | -10.49% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 4,398 | $507,009.62 | $429,684.6 | -$77,325.02 | -15.25% |
| MC mike Chen Byrne Asset Management LLC | 1,546 | $156,872.62 | $151,987.26 | -$4,885.36 | -3.11% |
Missy Straw Nilsine Partners LLC | 3,582 | $400,071.58 | $350,749.44 | -$49,322.14 | -12.33% |
CJ Harrison DecisionPoint Financial LLC | 1 | $143 | $97.98 | -$45.02 | -31.48% |
| JG John Ginter Callan Family Office LLC | 3,486 | $242,753.73 | $338,630.04 | $95,876.31 | 39.5% |
Albert Moore First National Advisers LLC | 3,043 | $434,935.96 | $298,913.89 | -$136,022.07 | -31.27% |
Lukas Lindgren Abound Wealth Management | 2 | $111.98 | $196.42 | $84.44 | 75.41% |
Drew Phillips Fortitude Family Office LLC | 60 | $6,247.76 | $5,878.8 | -$368.96 | -5.91% |
Brian Matter Creative Capital Management Investments LLC | 8 | $1,143.44 | $783.84 | -$359.6 | -31.45% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,321 | $709,181.8 | $624,578.01 | -$84,603.79 | -11.93% |
Ashley Buboltz Moran Wealth Management LLC | 12,972 | $1.85M | $1.27M | -$582,572.56 | -31.42% |
Kevin Kroskey True Wealth Design LLC | 10 | $560 | $979.8 | $419.8 | 74.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 495 | $46,483.27 | $48,500.1 | $2,016.83 | 4.34% |