| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MH Michael Hogan Promethos Capital LLC | 13,648 | $5.23M | $4.84M | -$387,735.82 | -7.42% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 821 | $306,775.79 | $291,069.13 | -$15,706.66 | -5.12% |
| GAP G. Adam Parmer Enhancing Capital LLC | 2,246 | $702,678.35 | $796,274.38 | $93,596.03 | 13.32% |
Ana-Maria Ignat Covestor Ltd | 18 | $5,489.1 | $6,381.54 | $892.44 | 16.26% |
| WJ William Jollie Quent Capital LLC | 574 | $108,071.56 | $203,500.22 | $95,428.66 | 88.3% |
Michael Byun SageView Advisory Group LLC | 148 | $61,745 | $52,470.44 | -$9,274.56 | -15.02% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 25,402 | $8.92M | $9.01M | $82,048.46 | 0.92% |
| JG John Ginter Callan Family Office LLC | 1,198 | $403,447.1 | $424,726.94 | $21,279.84 | 5.27% |
Albert Moore First National Advisers LLC | 905 | $282,071.99 | $320,849.65 | $38,777.66 | 13.75% |
Anita Woodhouse V-Square Quantitative Management LLC | 103 | $42,971 | $36,516.59 | -$6,454.41 | -15.02% |
Mariana Coli Dunhill Financial LLC | 2 | $768.49 | $709.06 | -$59.43 | -7.73% |
Lukas Lindgren Abound Wealth Management | 12 | $5,289 | $4,254.36 | -$1,034.64 | -19.56% |
| DP Drew Phillips Fortitude Family Office LLC | 13 | $4,462.13 | $4,608.89 | $146.76 | 3.29% |
Bert D. Barre Colonial Trust Co. / SC | 55 | $14,631.1 | $19,499.15 | $4,868.05 | 33.27% |
| BP Brett Pohl Kingdom Financial Group LLC | 3 | $1,054 | $1,063.59 | $9.59 | 0.91% |
| SS Stephen Smith Kestra Investment Management LLC | 1,734 | $693,500.13 | $614,755.02 | -$78,745.11 | -11.35% |
| PL Phong Liao Forge First Asset Management Inc. | 13,431 | $5.25M | $4.76M | -$489,291.57 | -9.32% |
Ashley Buboltz Moran Wealth Management LLC | 7,819 | $1.39M | $2.77M | $1.39M | 100.07% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 5 | $782.45 | $1,772.65 | $990.2 | 126.55% |
David D. Jones Applied Finance Capital Management LLC | 855 | $351,507.43 | $303,123.15 | -$48,384.28 | -13.76% |