| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 7,120 | $505,753.7 | $510,646.4 | $4,892.7 | 0.97% |
| LF Lukas Feh LGT Group Foundation | 14,010 | $1.15M | $1M | -$143,462.4 | -12.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 30 | $2,145 | $2,130.3 | -$14.7 | -0.69% |
William Jollie Quent Capital LLC | 736 | $51,568.74 | $52,701.28 | $1,132.54 | 2.2% |
Michael Byun SageView Advisory Group LLC | 380 | $31,145 | $27,204.2 | -$3,940.8 | -12.65% |
Katie Christensen iSAM Funds UKK) Ltd | 12,544 | $926,372 | $898,213.12 | -$28,158.88 | -3.04% |
John DeMarco Trajan Wealth LLC | 244,634 | $17.26M | $17.51M | $253,300.63 | 1.47% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,722 | $343,722.43 | $266,457.98 | -$77,264.45 | -22.48% |
| JG John Ginter Callan Family Office LLC | 5,561 | $481,500.65 | $394,858.8 | -$86,641.85 | -17.99% |
Anita Woodhouse V-Square Quantitative Management LLC | 6,253 | $511,806.01 | $439,648.43 | -$72,157.58 | -14.1% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 61,237 | $6.01M | $4.31M | -$1.7M | -28.27% |
Mariana Coli Dunhill Financial LLC | 50 | $5,143.61 | $3,520 | -$1,623.61 | -31.57% |
Drew Phillips Fortitude Family Office LLC | 94 | $6,711.92 | $6,741.68 | $29.76 | 0.44% |
Bert D. Barre Colonial Trust Co. / SC | 69 | $6,915.32 | $4,939.71 | -$1,975.61 | -28.57% |
Loni Adams Daymark Wealth Partners LLC | 3,513 | $251,180 | $247,771.89 | -$3,408.11 | -1.36% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 5 | $358 | $357.95 | -$0.05 | -0.01% |
| FFL Financial Freedom LLC Financial Freedom LLC | 202 | $14,443 | $14,422.8 | -$20.2 | -0.14% |
Paul B. Ordonio Park Place Capital Corp. | 180 | $17,253.31 | $12,826.8 | -$4,426.51 | -25.66% |
Kevin Kroskey True Wealth Design LLC | 990 | $75,271.09 | $70,874.1 | -$4,396.99 | -5.84% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 476 | $34,034 | $34,076.84 | $42.84 | 0.13% |