| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Andersen Western Pacific Wealth Management LP | 11,261 | $214,223.81 | $210,805.92 | -$3,417.89 | -1.6% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,275 | $79,892.5 | $80,177.62 | $285.12 | 0.36% |
Caroline Jankowski Operose Advisors LLC | 16,624 | $308,042.72 | $311,450.64 | $3,407.92 | 1.11% |
Ana-Maria Ignat Covestor Ltd | 90 | $1,675.08 | $1,702.8 | $27.72 | 1.65% |
John Gorlow Cardiff Park Advisors LLC | 22,251 | $452,002.48 | $418,207.54 | -$33,794.94 | -7.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,559 | $367,458.62 | $329,319.04 | -$38,139.58 | -10.38% |
Kathleen Thornhill Confluence Wealth Services Inc. | 21,271 | $394,151.63 | $398,405.83 | $4,254.2 | 1.08% |
James Langer Redmont Wealth Advisors LLC | 5,174 | $103,791.02 | $97,374.68 | -$6,416.34 | -6.18% |
Morgan Christen Spinnaker Investment Group LLC | 10,168 | $194,208.8 | $191,412.6 | -$2,796.2 | -1.44% |
W. Travis McKinney HB Wealth Management LLC | 101,316 | $2.08M | $1.92M | -$163,460.23 | -7.86% |
| LF Lukas Feh LGT Group Foundation | 668,973 | $14.09M | $12.59M | -$1.51M | -10.68% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 416,290 | $7.5M | $7.88M | $372,718.41 | 4.97% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 12,888 | $266,783.53 | $243,971.13 | -$22,812.4 | -8.55% |
Courtney Lawson Autumn Glory Partners LLC | 12,535 | $262,482.9 | $237,414.15 | -$25,068.75 | -9.55% |
Michelle McCarthy Vantage Financial Partners LLC | 50,575 | $1.05M | $957,895.56 | -$92,026.55 | -8.77% |
Marc H. Stone Tyler-Stone Wealth Management | 13,927 | $276,605.39 | $261,757.96 | -$14,847.43 | -5.37% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 67,752 | $1.41M | $1.28M | -$125,000.14 | -8.87% |
Jonathan Straus Commons Capital LLC | 19,000 | $406,760 | $359,955 | -$46,805 | -11.51% |
Dalila Toledo Ascent Group LLC | 18,144 | $334,564.68 | $340,109.28 | $5,544.6 | 1.66% |
Jim Clark Worth Asset Management LLC | 12,829 | $269,839.5 | $238,106.24 | -$31,733.26 | -11.76% |