| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 615 | $46,796 | $36,398.77 | -$10,397.23 | -22.22% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 52 | $4,483.63 | $3,058.12 | -$1,425.51 | -31.79% |
| JG John Ginter Callan Family Office LLC | 13,266 | $1.01M | $786,806.46 | -$222,604.23 | -22.05% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,355 | $558,433.4 | $436,225.05 | -$122,208.35 | -21.88% |
| GF Gary Fraser Foresight Group Ltd. Liability Partnership | 388,774 | $24.77M | $23.11M | -$1.66M | -6.7% |
| IW Ian Wang FIRETRAIL INVESTMENTS PTY Ltd. | 138,085 | $8.3M | $8.21M | -$86,860.76 | -1.05% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 54,327 | $3.71M | $3.23M | -$477,534.24 | -12.88% |
Lukas Lindgren Abound Wealth Management | 9 | $614 | $530.46 | -$83.54 | -13.61% |
| DP Drew Phillips Fortitude Family Office LLC | 81 | $5,693.85 | $4,806.13 | -$887.72 | -15.59% |
Bert D. Barre Colonial Trust Co. / SC | 8 | $507.06 | $474.68 | -$32.38 | -6.39% |
| NH Nolan Hoffmeyer Thematics Asset Management | 261,454 | $19.54M | $15.54M | -$4M | -20.49% |
| YG Youse Guia DoubleLine ETF Adviser LP | 3,518 | $267,684.3 | $208,740.53 | -$58,943.77 | -22.02% |
David Bach River Street Advisors LLC | 8,481 | $540,882.51 | $500,124.57 | -$40,757.94 | -7.54% |
David D. Jones Applied Finance Capital Management LLC | 269,134 | $16.01M | $15.87M | -$135,503.74 | -0.85% |
Kevin Kroskey True Wealth Design LLC | 526 | $36,959.38 | $31,170.76 | -$5,788.62 | -15.66% |
Dana Isaacs ClearAlpha Technologies LP | 2,975 | $174,989.5 | $175,495.25 | $505.75 | 0.29% |
| PIL PFG Investments LLC PFG Investments LLC | 4,499 | $264,631.18 | $263,461.44 | -$1,169.74 | -0.44% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 3,278 | $266,992.77 | $191,959.68 | -$75,033.09 | -28.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 120 | $7,788.13 | $7,027.2 | -$760.93 | -9.77% |
Alexandra Stickelman Root Financial Partners, LLC | 709 | $52,947.47 | $41,519.04 | -$11,428.43 | -21.58% |