| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Topley Lansing Street Advisors | 295,987 | $9.37M | $9.03M | -$346,900.41 | -3.7% |
Daniel Ronan Catalyst Financial Partners LLC | 7,803 | $344,296 | $234,129.01 | -$110,166.99 | -32% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,086 | $753,867.12 | $552,708.16 | -$201,158.96 | -26.68% |
Jeffrey Gilbert Balboa Wealth Partners | 15,325 | $600,586.75 | $459,750 | -$140,836.75 | -23.45% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,162 | $332,861.73 | $341,724.63 | $8,862.9 | 2.66% |
Nadine Hofstetter Northwest Bank & Trust Co. | 45,324 | $1.95M | $1.39M | -$562,407.43 | -28.82% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 33,006 | $1.32M | $1.02M | -$305,614.78 | -23.12% |
CJ Harrison DecisionPoint Financial LLC | 10 | $582.4 | $305.6 | -$276.8 | -47.53% |
| JG John Ginter Callan Family Office LLC | 41,350 | $2.32M | $1.27M | -$1.05M | -45.2% |
Amna Ali Khan GDS Wealth Management | 614,882 | $22.96M | $18.74M | -$4.22M | -18.37% |
Mark Mowrey Signature Resources Capital Management LLC | 150 | $5,550 | $4,481.65 | -$1,068.35 | -19.25% |
David Hunter Horizons Wealth Management | 250 | $7,970 | $7,660 | -$310 | -3.89% |
Anita Woodhouse V-Square Quantitative Management LLC | 29,536 | $1.03M | $903,210.88 | -$130,203.12 | -12.6% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 389,994 | $22.4M | $11.65M | -$10.75M | -47.99% |
Rachel Faulk Cape Investment Advisory Inc. | 1,026 | $34,884 | $31,354.56 | -$3,529.44 | -10.12% |
Mariana Coli Dunhill Financial LLC | 19 | $912.19 | $580.64 | -$331.55 | -36.35% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 518 | $19,166 | $15,475.25 | -$3,690.75 | -19.26% |
Lukas Lindgren Abound Wealth Management | 1,432 | $49,908.07 | $43,783.4 | -$6,124.67 | -12.27% |
Drew Phillips Fortitude Family Office LLC | 2,122 | $78,261.11 | $64,848.32 | -$13,412.79 | -17.14% |
Alex Nunnamaker Schechter Investment Advisors LLC | 13,143 | $496,226.81 | $394,552.86 | -$101,673.95 | -20.49% |