| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 660 | $65,906.51 | $45,177 | -$20,729.51 | -31.45% |
Bill McVay Red Tortoise LLC | 147 | $8,374.59 | $9,927.64 | $1,553.05 | 18.54% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 4,579 | $326,635.58 | $306,106.15 | -$20,529.43 | -6.29% |
| SP Samantha Pierangeli City State Bank | 74 | $5,322.22 | $5,121.91 | -$200.31 | -3.76% |
John Swift Benchmark Investment Advisors LLC | 11,377 | $1.11M | $760,552.45 | -$346,691.7 | -31.31% |
| SS Scott Soler Jackson Hill Advisors LLC | 186,000 | $15.51M | $12.43M | -$3.07M | -19.82% |
| WTM W. Travis McKinney HB Wealth Management LLC | 14,877 | $1.61M | $1.02M | -$590,542.12 | -36.67% |
Jeremy Baltz Raleigh Capital Management Inc. | 35 | $2,282.35 | $2,399.25 | $116.9 | 5.12% |
| WJ William Jollie Quent Capital LLC | 2,391 | $177,380.69 | $163,663.95 | -$13,716.74 | -7.73% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 54,440 | $4.87M | $3.73M | -$1.14M | -23.33% |
Michael Byun SageView Advisory Group LLC | 474 | $37,806 | $32,445.3 | -$5,360.7 | -14.18% |
| TK Taro Kuriyama Axq Capita LLP | 18,249 | $1.29M | $1.25M | -$38,027.36 | -2.96% |
Kristofer Gray Integrity Financial Corp. /WA | 35,778 | $2.5M | $2.45M | -$50,662.65 | -2.02% |
Katie Christensen iSAM Funds UKK) Ltd | 14,526 | $947,240 | $992,852.1 | $45,612.1 | 4.82% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 668 | $83,099.2 | $45,724.6 | -$37,374.6 | -44.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,239 | $248,237.93 | $154,311.88 | -$93,926.05 | -37.84% |
Kevin Zemann WealthPlan Investment Management LLC | 27,151 | $2.65M | $1.86M | -$792,259.15 | -29.86% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 400 | $22,788 | $27,856 | $5,068 | 22.24% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 32,818 | $3.43M | $2.25M | -$1.18M | -34.33% |
CJ Harrison DecisionPoint Financial LLC | 4 | $436 | $275.24 | -$160.76 | -36.87% |