| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 7,443 | $477,458.2 | $410,630.31 | -$66,827.89 | -14% |
| EM Erin Mccann Simplicity Wealth LLC | 25,557 | $1.87M | $1.39M | -$482,899.52 | -25.76% |
Taro Kuriyama Axq Capita LLP | 10,314 | $756,532 | $561,081.6 | -$195,450.4 | -25.84% |
Kristofer Gray Integrity Financial Corp. /WA | 3,150 | $231,052.5 | $174,636 | -$56,416.5 | -24.42% |
Katie Christensen iSAM Funds UKK) Ltd | 4,000 | $293,400 | $221,520 | -$71,880 | -24.5% |
Kristen Williams Athena Investment Management | 5,092 | $233,209.68 | $283,777.16 | $50,567.48 | 21.68% |
| BPN Brent P. Nicks Strategic Planning Inc. | 7,578 | $480,147.69 | $412,394.76 | -$67,752.93 | -14.11% |
Daniel Ronan Catalyst Financial Partners LLC | 4,220 | $241,564.85 | $232,944 | -$8,620.85 | -3.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,594 | $490,293.27 | $472,326.24 | -$17,967.03 | -3.66% |
Edward Lowndes Angeles Wealth Management LLC | 4,960 | $285,596.51 | $274,288 | -$11,308.51 | -3.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 653 | $26,976.48 | $35,719.1 | $8,742.62 | 32.41% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,021 | $56,077.77 | $56,512.35 | $434.58 | 0.77% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,689 | $2.42M | $2.21M | -$201,058.27 | -8.32% |
CJ Harrison DecisionPoint Financial LLC | 11 | $669.64 | $604.56 | -$65.08 | -9.72% |
| JG John Ginter Callan Family Office LLC | 92,431 | $6.28M | $5.05M | -$1.23M | -19.65% |
Amna Ali Khan GDS Wealth Management | 2,741 | $201,052.35 | $151,714.35 | -$49,338 | -24.54% |
Mark Mowrey Signature Resources Capital Management LLC | 184 | $10,388.13 | $10,120 | -$268.13 | -2.58% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,981 | $516,128.75 | $441,907.97 | -$74,220.78 | -14.38% |
Anita Woodhouse V-Square Quantitative Management LLC | 18,087 | $1.07M | $994,061.52 | -$77,155.38 | -7.2% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 223,029 | $13.06M | $12.3M | -$755,017.44 | -5.78% |