| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 7,953 | $333,422.3 | $288,534.84 | -$44,887.46 | -13.46% |
Molly Crider Walker Asset Management LLC | 8,152 | $218,066 | $293,064.4 | $74,998.4 | 34.39% |
Daniel Ronan Catalyst Financial Partners LLC | 9,351 | $265,466.45 | $336,168.45 | $70,702 | 26.63% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,277 | $242,161.53 | $193,507.59 | -$48,653.94 | -20.09% |
| JG John Ginter Callan Family Office LLC | 104,756 | $4.3M | $3.83M | -$469,805.02 | -10.93% |
Junaid Subhan Sagard Holdings Management Inc. | 4,195.5 | $173,089.55 | $154,163.65 | -$18,925.9 | -10.93% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,641 | $396,535 | $311,464.84 | -$85,070.16 | -21.45% |
Mariana Coli Dunhill Financial LLC | 240 | $8,386.08 | $8,834.4 | $448.32 | 5.35% |
Matthew Zienty Cardinal Point Capital Management ULC | 52,006 | $1.82M | $1.87M | $53,358.16 | 2.94% |
Alex Nunnamaker Schechter Investment Advisors LLC | 14,811 | $312,059.67 | $532,455.45 | $220,395.78 | 70.63% |
Bert D. Barre Colonial Trust Co. / SC | 5,685 | $153,376.3 | $206,962.42 | $53,586.12 | 34.94% |
Drew Hartman Warther Private Wealth LLC | 462,204 | $19.26M | $16.71M | -$2.55M | -13.24% |
Loni Adams Daymark Wealth Partners LLC | 9,731 | $436,474.67 | $352,943.37 | -$83,531.3 | -19.14% |
Xenia Woltmann Rochester Wealth Strategies LLC | 11,400 | $400,439.89 | $412,452 | $12,012.11 | 3% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 235,746 | $8.59M | $8.52M | -$65,602.61 | -0.76% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 11,629 | $376,224.2 | $418,062.55 | $41,838.35 | 11.12% |
| PL Phong Liao Forge First Asset Management Inc. | 150,000 | $6.86M | $5.44M | -$1.42M | -20.71% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,251 | $266,187.2 | $229,818.01 | -$36,369.19 | -13.66% |
Dean Pelos Commonwealth Retirement Investments LLC | 966 | $41,142 | $34,727.7 | -$6,414.3 | -15.59% |
Darren Tapley New England Capital Financial Advisors LLC | 753 | $15,951.39 | $27,070.35 | $11,118.96 | 69.71% |