| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Schoeffel LGT Fund Management Co. Ltd. | 63,625 | $12.82M | $11.75M | -$1.06M | -8.31% |
| RM Russell Mohberg Regatta Capital Group LLC | 19,800 | $2.03M | $3.66M | $1.62M | 79.76% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 475 | $45,585.75 | $86,830 | $41,244.25 | 90.48% |
Jeremy Baltz Raleigh Capital Management Inc. | 25 | $4,210.25 | $4,546 | $335.75 | 7.97% |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,425 | $2.72M | $2.26M | -$459,992.87 | -16.92% |
| WJ William Jollie Quent Capital LLC | 4,225 | $624,717 | $761,809.75 | $137,092.75 | 21.94% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 225 | $25,366.45 | $40,758.75 | $15,392.3 | 60.68% |
| MS Missy Straw Nilsine Partners LLC | 41,925 | $7.13M | $7.62M | $494,348.25 | 6.93% |
Dalila Toledo Ascent Group LLC | 7,325 | $1.41M | $1.32M | -$85,821.75 | -6.1% |
| EM Erin Mccann Simplicity Wealth LLC | 6,950 | $1.36M | $1.26M | -$99,350 | -7.29% |
Michael Byun SageView Advisory Group LLC | 3,175 | $462,178.2 | $572,484.25 | $110,306.05 | 23.87% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,225 | $262,185.25 | $220,879.75 | -$41,305.5 | -15.75% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 1,000 | $231,570 | $180,300 | -$51,270 | -22.14% |
David K. Balsdon Harvest Portfolios Group Inc. | 39,150 | $3.87M | $7.07M | $3.2M | 82.87% |
| TG Timothy Gerlach Novem Group | 3,475 | $678,703.2 | $626,577.25 | -$52,125.95 | -7.68% |
Daniel Ronan Catalyst Financial Partners LLC | 6,450 | $830,975.75 | $1.16M | $333,862 | 40.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,400 | $619,735 | $618,528 | -$1,207 | -0.19% |
Matthew Heller Willner & Heller LLC | 1,744 | $298,071.57 | $314,957.68 | $16,886.11 | 5.67% |
| ED Eric Dahm Range Financial Group LLC | 3,885 | $737,534.9 | $710,178 | -$27,356.9 | -3.71% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,251 | $154,378.24 | $225,924.34 | $71,546.1 | 46.34% |