| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Andersen Western Pacific Wealth Management LP | 11,261 | $214,223.81 | $213,544.6 | -$679.21 | -0.32% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,275 | $79,892.5 | $80,925.75 | $1,033.25 | 1.29% |
Ana-Maria Ignat Covestor Ltd | 115 | $2,123.33 | $2,175.22 | $51.89 | 2.44% |
John Gorlow Cardiff Park Advisors LLC | 24,712 | $496,964.95 | $467,551.04 | -$29,413.91 | -5.92% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 17,941 | $375,457.7 | $339,443.72 | -$36,013.98 | -9.59% |
| JL James Langer Redmont Wealth Advisors LLC | 5,174 | $103,791.02 | $97,892.08 | -$5,898.94 | -5.68% |
| MC Morgan Christen Spinnaker Investment Group LLC | 15,453 | $315,395.73 | $294,147.85 | -$21,247.88 | -6.74% |
| WTM W. Travis McKinney HB Wealth Management LLC | 152,189 | $3.12M | $2.88M | -$244,778.3 | -7.84% |
| LF Lukas Feh LGT Group Foundation | 609,697 | $12.99M | $11.55M | -$1.45M | -11.13% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 412,481 | $7.43M | $7.81M | $379,482.52 | 5.11% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 11,564 | $242,249.81 | $219,022.16 | -$23,227.65 | -9.59% |
Courtney Lawson Autumn Glory Partners LLC | 12,535 | $262,482.9 | $237,412.9 | -$25,070 | -9.55% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 50,575 | $1.05M | $957,890.5 | -$92,031.61 | -8.77% |
Marc H. Stone Tyler-Stone Wealth Management | 13,927 | $276,605.39 | $263,427.81 | -$13,177.58 | -4.76% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 67,752 | $1.41M | $1.28M | -$127,039.48 | -9.02% |
Jonathan Straus Commons Capital LLC | 19,000 | $406,760 | $359,383.1 | -$47,376.9 | -11.65% |
Dalila Toledo Ascent Group LLC | 25,386 | $460,126.83 | $479,541.54 | $19,414.71 | 4.22% |
Michael Byun SageView Advisory Group LLC | 1,433 | $28,982 | $27,069.37 | -$1,912.63 | -6.6% |
Jim Clark Worth Asset Management LLC | 12,705 | $267,357.02 | $239,997.45 | -$27,359.57 | -10.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 37,713 | $797,986.53 | $714,284.22 | -$83,702.31 | -10.49% |