| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 165 | $15,536.48 | $12,243.82 | -$3,292.66 | -21.19% |
Jennifer Ralph Oppold Alpine Peaks Capita LLP | 92,851 | $8.09M | $6.92M | -$1.18M | -14.54% |
Clint Dunn Beaird Harris Wealth Management LLC | 28,633 | $3.31M | $2.12M | -$1.19M | -35.94% |
Ana-Maria Ignat Covestor Ltd | 980 | $90,763.71 | $73,828.3 | -$16,935.41 | -18.66% |
Bill McVay Red Tortoise LLC | 26 | $1,640.6 | $1,945.06 | $304.46 | 18.56% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,936 | $362,439.59 | $296,518.56 | -$65,921.03 | -18.19% |
| WJ William Jollie Quent Capital LLC | 70 | $6,927.7 | $5,287.8 | -$1,639.9 | -23.67% |
Michael Byun SageView Advisory Group LLC | 299 | $30,319 | $22,586.46 | -$7,732.54 | -25.5% |
| JG John Ginter Callan Family Office LLC | 5,640 | $554,938.37 | $427,765.8 | -$127,172.57 | -22.92% |
| GF Gary Fraser Foresight Group Ltd. Liability Partnership | 5,997 | $630,053.35 | $454,692.54 | -$175,360.81 | -27.83% |
| TP Tricia Peterson Mesirow Institutional Investment Management Inc. | 123,888 | $10.49M | $9.39M | -$1.09M | -10.44% |
Mariana Coli Dunhill Financial LLC | 1 | $101.4 | $76.01 | -$25.39 | -25.04% |
| DP Drew Phillips Fortitude Family Office LLC | 3 | $304.2 | $228.51 | -$75.69 | -24.88% |
Bert D. Barre Colonial Trust Co. / SC | 53 | $5,298.37 | $4,037.01 | -$1,261.36 | -23.81% |
Loni Adams Daymark Wealth Partners LLC | 2,778 | $228,157 | $211,600.26 | -$16,556.74 | -7.26% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 11 | $903.43 | $836.99 | -$66.44 | -7.35% |
Kevin Kroskey True Wealth Design LLC | 605 | $64,007.99 | $44,763.95 | -$19,244.04 | -30.07% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 394 | $32,359 | $29,944 | -$2,415 | -7.46% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 174 | $15,023.83 | $13,337.1 | -$1,686.73 | -11.23% |
Alexandra Stickelman Root Financial Partners, LLC | 98 | $10,308.38 | $7,511.7 | -$2,796.68 | -27.13% |