| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DH Dinan Hu R Squared Ltd | 2,789 | $325,784.51 | $312,033.32 | -$13,751.19 | -4.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 134 | $12,119.84 | $15,045.52 | $2,925.68 | 24.14% |
Ana-Maria Ignat Covestor Ltd | 1,276 | $134,003.01 | $145,310.88 | $11,307.87 | 8.44% |
| JL James Langer Redmont Wealth Advisors LLC | 2,308 | $223,556.34 | $258,403.68 | $34,847.34 | 15.59% |
| WJ William Jollie Quent Capital LLC | 22 | $2,570.92 | $2,527.58 | -$43.34 | -1.69% |
| EM Erin Mccann Simplicity Wealth LLC | 2,594 | $300,443.6 | $296,766.57 | -$3,677.03 | -1.22% |
Michael Byun SageView Advisory Group LLC | 38 | $4,436 | $4,365.82 | -$70.18 | -1.58% |
| JG John Ginter Callan Family Office LLC | 19,115 | $2.23M | $2.2M | -$29,151.83 | -1.31% |
| TP Tricia Peterson Mesirow Institutional Investment Management Inc. | 138,267 | $9.36M | $15.95M | $6.59M | 70.43% |
| DP Drew Phillips Fortitude Family Office LLC | 15 | $1,437.3 | $1,738.5 | $301.2 | 20.96% |
Alex Nunnamaker Schechter Investment Advisors LLC | 17,338 | $1.19M | $2.01M | $817,764.94 | 68.54% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 3,908 | $404,986 | $451,295.84 | $46,309.84 | 11.43% |
Alexandra Stickelman Root Financial Partners, LLC | 127 | $14,825.85 | $14,658.34 | -$167.51 | -1.13% |
Andrew Nall PMV Capital Advisers, LLC | 4 | $414.52 | $461.68 | $47.16 | 11.38% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,465 | $462,708 | $518,609.75 | $55,901.75 | 12.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 114 | $12,378.19 | $13,693.68 | $1,315.49 | 10.63% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,248 | $550,148.41 | $725,705.2 | $175,556.79 | 31.91% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $542.5 | $671.28 | $128.78 | 23.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,068 | $474,454.16 | $472,905 | -$1,549.16 | -0.33% |
STEFANIE KENNEDY Ballast Asset Management, LP | 51,249 | $5.04M | $5.96M | $915,554.86 | 18.17% |