| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Radon Stancil POM Investment Strategies LLC | 5 | $626 | $623.45 | -$2.55 | -0.41% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,003 | $245,373.96 | $249,373.5 | $3,999.54 | 1.63% |
Ana-Maria Ignat Covestor Ltd | 133 | $16,760.66 | $16,526.58 | -$234.08 | -1.4% |
W. Travis McKinney HB Wealth Management LLC | 2,822 | $405,969.48 | $350,661.72 | -$55,307.76 | -13.62% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $156.43 | $124.46 | -$31.97 | -20.44% |
William Jollie Quent Capital LLC | 88 | $11,024.44 | $10,934.88 | -$89.56 | -0.81% |
Taro Kuriyama Axq Capita LLP | 12,679 | $1.59M | $1.58M | -$7,734.39 | -0.49% |
Timothy Gerlach Novem Group | 2,518 | $307,094.87 | $313,868.7 | $6,773.83 | 2.21% |
CJ Harrison DecisionPoint Financial LLC | 1 | $126 | $124.26 | -$1.74 | -1.38% |
| JG John Ginter Callan Family Office LLC | 9,429 | $1.16M | $1.17M | $13,496.53 | 1.16% |
Albert Moore First National Advisers LLC | 2,277 | $286,947.54 | $283,588.96 | -$3,358.58 | -1.17% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 3,845 | $551,422.57 | $479,971.35 | -$71,451.22 | -12.96% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 80,169 | $8.18M | $10.03M | $1.85M | 22.67% |
Mariana Coli Dunhill Financial LLC | 10 | $1,252.08 | $1,242.3 | -$9.78 | -0.78% |
Drew Phillips Fortitude Family Office LLC | 44 | $5,486.67 | $5,467.44 | -$19.23 | -0.35% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,366 | $196,553.74 | $170,107.98 | -$26,445.76 | -13.45% |
Brian Matter Creative Capital Management Investments LLC | 16 | $1,920 | $1,988.16 | $68.16 | 3.55% |
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $240 | $249.66 | $9.66 | 4.02% |
Amy Hart Phillips Wealth Planners LLC | 1,762 | $211,370 | $221,078.14 | $9,708.14 | 4.59% |
Scott Highmark Mosaic Family Wealth Partners LLC | 11,156 | $1.4M | $1.39M | -$6,138.6 | -0.44% |