| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 6,101 | $229,243.52 | $234,949.51 | $5,705.99 | 2.49% |
Caroline Jankowski Operose Advisors LLC | 42,878 | $1.7M | $1.65M | -$51,347.55 | -3.02% |
Ana-Maria Ignat Covestor Ltd | 315 | $13,472.12 | $12,130.65 | -$1,341.47 | -9.96% |
Michael Byun SageView Advisory Group LLC | 334 | $13,608 | $12,862.34 | -$745.66 | -5.48% |
| TK Taro Kuriyama Axq Capita LLP | 8,920 | $324,599 | $343,509.2 | $18,910.2 | 5.83% |
| ED Eric Dahm Range Financial Group LLC | 12,703 | $532,000.76 | $489,192.53 | -$42,808.23 | -8.05% |
| DAL Drake & Associates LLC Drake & Associates LLC | 28,646 | $1.26M | $1.1M | -$160,380.96 | -12.69% |
| JG John Ginter Callan Family Office LLC | 71,755 | $3.17M | $2.76M | -$408,207.26 | -12.87% |
Anita Woodhouse V-Square Quantitative Management LLC | 668 | $26,892.91 | $25,724.68 | -$1,168.23 | -4.34% |
Mariana Coli Dunhill Financial LLC | 1 | $40.74 | $38.51 | -$2.23 | -5.47% |
| DP Drew Phillips Fortitude Family Office LLC | 123 | $5,422.81 | $4,736.73 | -$686.08 | -12.65% |
| SS Stephen Smith Kestra Investment Management LLC | 62,392 | $2.62M | $2.4M | -$212,469.04 | -8.12% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 7,262 | $215,681.3 | $279,659.62 | $63,978.32 | 29.66% |
Ashley Buboltz Moran Wealth Management LLC | 50,515 | $2.17M | $1.95M | -$221,653.31 | -10.23% |
| DD Damir Durkovic Entropy Technologies, LP | 31,681 | $1.25M | $1.22M | -$26,483.26 | -2.12% |
Alexandra Stickelman Root Financial Partners, LLC | 177 | $7,644.36 | $6,816.27 | -$828.09 | -10.83% |
John Shanley Aspect Partners, LLC | 250 | $11,045 | $9,627.5 | -$1,417.5 | -12.83% |
| AA Andrew Alkon EntryPoint Capital, LLC | 8,282 | $363,782.49 | $318,939.82 | -$44,842.67 | -12.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,603 | $102,819.92 | $100,241.53 | -$2,578.39 | -2.51% |
Mathieu Cornu Pictet Asset Management Holding SA | 11,254 | $436,128.48 | $433,391.54 | -$2,736.94 | -0.63% |