| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Moore Paralel Advisors LLC | 28,085 | $1.99M | $2.04M | $44,655.15 | 2.24% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 3,248 | $351,668.32 | $238,273.28 | -$113,395.04 | -32.24% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 185 | $15,194.05 | $13,789.9 | -$1,404.15 | -9.24% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 165 | $15,536.48 | $12,299.1 | -$3,237.38 | -20.84% |
Jennifer Ralph Oppold Alpine Peaks Capita LLP | 77,539 | $6.3M | $5.53M | -$768,396.9 | -12.2% |
Clint Dunn Beaird Harris Wealth Management LLC | 28,633 | $3.31M | $2.13M | -$1.17M | -35.46% |
Ana-Maria Ignat Covestor Ltd | 1,383 | $119,332.38 | $101,484.54 | -$17,847.84 | -14.96% |
Bill McVay Red Tortoise LLC | 26 | $1,640.6 | $1,938.04 | $297.44 | 18.13% |
W. Travis McKinney HB Wealth Management LLC | 3,936 | $362,439.59 | $293,389.44 | -$69,050.15 | -19.05% |
William Jollie Quent Capital LLC | 216 | $17,277.64 | $15,850.08 | -$1,427.56 | -8.26% |
| EM Erin Mccann Simplicity Wealth LLC | 3,216 | $227,982.24 | $236,729.76 | $8,747.52 | 3.84% |
CJ Harrison DecisionPoint Financial LLC | 1 | $74 | $74.54 | $0.54 | 0.73% |
| JG John Ginter Callan Family Office LLC | 7,499 | $686,704.26 | $543,527.52 | -$143,176.74 | -20.85% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 5,997 | $630,053.35 | $447,016.38 | -$183,036.97 | -29.05% |
Rachel Faulk Cape Investment Advisory Inc. | 24 | $1,701 | $1,788.96 | $87.96 | 5.17% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 123,888 | $10.49M | $9.23M | -$1.25M | -11.95% |
Drew Phillips Fortitude Family Office LLC | 92 | $6,612.56 | $6,857.68 | $245.12 | 3.71% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,413 | $241,947.57 | $254,405.02 | $12,457.45 | 5.15% |
Bert D. Barre Colonial Trust Co. / SC | 1 | $82.13 | $72.48 | -$9.65 | -11.75% |
Brian Matter Creative Capital Management Investments LLC | 7 | $496.23 | $521.78 | $25.55 | 5.15% |