| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ERT Edward R. Tedeschi Pb Investment Partners LP | 189,091 | $22.16M | $23.05M | $891,950.32 | 4.03% |
Bill McVay Red Tortoise LLC | 38 | $2,424.02 | $4,579.19 | $2,155.17 | 88.91% |
| MC Morgan Christen Spinnaker Investment Group LLC | 1,801 | $260,712.76 | $220,964.69 | -$39,748.07 | -15.25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 12,069 | $1.6M | $1.44M | -$161,465.48 | -10.07% |
| LF Lukas Feh LGT Group Foundation | 2,004 | $266,723.28 | $241,492.02 | -$25,231.26 | -9.46% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 53,141 | $7.24M | $6.4M | -$835,399.61 | -11.54% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 22,308 | $1.48M | $2.69M | $1.21M | 81.97% |
Allison Tronnes Forum Financial Management LP | 21,903 | $2.21M | $2.62M | $407,726.37 | 18.47% |
Brian D. Pirie RDST Capital LLC | 210,405 | $29.43M | $25.35M | -$4.07M | -13.84% |
| WJ William Jollie Quent Capital LLC | 7,998 | $545,202.53 | $956,840.73 | $411,638.2 | 75.5% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 41,585 | $4.63M | $5.01M | $377,799.42 | 8.15% |
| MS Missy Straw Nilsine Partners LLC | 2,112 | $305,733.24 | $252,215.04 | -$53,518.2 | -17.5% |
Michael Byun SageView Advisory Group LLC | 2,256 | $217,326.75 | $269,896.56 | $52,569.81 | 24.19% |
Mark Fiskio Empirical Asset Management LLC | 1,826 | $203,452.92 | $218,453.51 | $15,000.59 | 7.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,405 | $286,954.75 | $413,264.85 | $126,310.1 | 44.02% |
| EL Edward Lowndes Angeles Wealth Management LLC | 4,893 | $442,629.37 | $587,062.14 | $144,432.77 | 32.63% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,304 | $83,494.48 | $159,453.12 | $75,958.64 | 90.97% |
| MK Malinda Khauv Cercano Management LLC | 147,599 | $24.38M | $17.71M | -$6.67M | -27.36% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 31,687 | $3.4M | $3.85M | $447,706.27 | 13.18% |
CJ Harrison DecisionPoint Financial LLC | 3 | $425 | $360.88 | -$64.12 | -15.09% |