| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 3,853 | $747,972.76 | $709,183.18 | -$38,789.58 | -5.19% |
William Jollie Quent Capital LLC | 140 | $26,214.33 | $25,768.4 | -$445.93 | -1.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,105 | $228,528.03 | $203,386.3 | -$25,141.73 | -11% |
| JG John Ginter Callan Family Office LLC | 4,184 | $778,340.28 | $770,107.04 | -$8,233.24 | -1.06% |
Mark Mowrey Signature Resources Capital Management LLC | 4 | $814 | $736.24 | -$77.76 | -9.55% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 81,234 | $15.27M | $14.95M | -$315,056.5 | -2.06% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 14 | $2,704.38 | $2,576.84 | -$127.54 | -4.72% |
Mariana Coli Dunhill Financial LLC | 7 | $1,314.28 | $1,288.42 | -$25.86 | -1.97% |
Lukas Lindgren Abound Wealth Management | 2 | $379.18 | $368.12 | -$11.06 | -2.92% |
Bert D. Barre Colonial Trust Co. / SC | 55 | $10,717.32 | $10,123.3 | -$594.02 | -5.54% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,163 | $995,856.53 | $950,301.78 | -$45,554.75 | -4.57% |
| YG Youse Guia DoubleLine ETF Adviser LP | 6,277 | $1.38M | $1.16M | -$225,024 | -16.3% |
Joseph Gentili Riverview Capital Advisers LLC | 9,064 | $1.7M | $1.67M | -$33,626.69 | -1.98% |
Amy Ardeel Icon Wealth Advisors LLC | 7,868 | $1.54M | $1.45M | -$95,436.48 | -6.18% |
Ashley Buboltz Moran Wealth Management LLC | 5,795 | $986,069.66 | $1.07M | $80,558.04 | 8.17% |
Ira Ravitz Beverly Hills Private Wealth LLC | 26,465 | $4.72M | $4.87M | $147,442.95 | 3.12% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 9,011 | $1.61M | $1.66M | $43,835.88 | 2.71% |
| DD Damir Durkovic Entropy Technologies, LP | 14,417 | $2.49M | $2.65M | $164,806.41 | 6.62% |
Courtney Holt Compound Planning, Inc. | 2,255 | $410,037.5 | $415,055.3 | $5,017.8 | 1.22% |
Ian Wang Plato Investment Management Ltd | 3,004 | $559,000.53 | $552,916.24 | -$6,084.29 | -1.09% |