| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 954 | $165,032.46 | $158,173.2 | -$6,859.26 | -4.16% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 21,216 | $3.72M | $3.55M | -$172,467 | -4.63% |
Stefan Demuth Ameliora Wealth Management Ltd. | 625 | $105,300 | $103,856.25 | -$1,443.75 | -1.37% |
| CC Cheung Chan Chemistry Wealth Management LLC | 18,839 | $1.77M | $3.14M | $1.36M | 76.76% |
Daniel Flack Intrinsic Value Partners LLC | 6,090 | $584,457.3 | $1.02M | $432,329.1 | 73.97% |
Andrew Burkey Joseph Group Capital Management | 234 | $42,361.66 | $38,539.8 | -$3,821.86 | -9.02% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,683 | $539,438.69 | $439,435.15 | -$100,003.54 | -18.54% |
Samantha Pierangeli City State Bank | 75 | $6,045.75 | $12,253.5 | $6,207.75 | 102.68% |
John Swift Benchmark Investment Advisors LLC | 18,110 | $3.07M | $3.02M | -$48,554.7 | -1.58% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 1,200 | $115,164 | $200,400 | $85,236 | 74.01% |
Scott Soler Jackson Hill Advisors LLC | 92,500 | $15.71M | $15.06M | -$647,018.88 | -4.12% |
W. Travis McKinney HB Wealth Management LLC | 33,780 | $5.58M | $5.6M | $24,051.95 | 0.43% |
| LF Lukas Feh LGT Group Foundation | 217,271 | $42.4M | $35.88M | -$6.52M | -15.37% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 61,098 | $12.31M | $10.17M | -$2.15M | -17.44% |
Russell Mohberg Regatta Capital Group LLC | 19,657 | $2.02M | $3.27M | $1.25M | 61.91% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 475 | $45,585.75 | $78,686.12 | $33,100.37 | 72.61% |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,425 | $2.72M | $2.04M | -$679,666.87 | -24.99% |
William Jollie Quent Capital LLC | 4,023 | $605,331.06 | $667,013.4 | $61,682.34 | 10.19% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,069 | $725,258.6 | $671,588.45 | -$53,670.15 | -7.4% |
Stephen Dunnaway Brown Shipley& Co Ltd | 225 | $25,366.45 | $37,548 | $12,181.55 | 48.02% |