| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 2,539 | $183,628.63 | $188,469.97 | $4,841.34 | 2.64% |
Bill McVay Red Tortoise LLC | 28 | $2,669.78 | $2,024.96 | -$644.82 | -24.15% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 10,500 | $1.07M | $568,785 | -$496,545 | -46.61% |
W. Travis McKinney HB Wealth Management LLC | 7,120 | $505,753.7 | $514,918.4 | $9,164.7 | 1.81% |
| LF Lukas Feh LGT Group Foundation | 14,519 | $1.18M | $1.08M | -$106,579.05 | -9% |
William Jollie Quent Capital LLC | 1,122 | $79,248.8 | $83,286.06 | $4,037.26 | 5.09% |
| EM Erin Mccann Simplicity Wealth LLC | 3,118 | $223,591.78 | $233,351.12 | $9,759.34 | 4.36% |
Taro Kuriyama Axq Capita LLP | 14,833 | $1.06M | $1.11M | $46,427.72 | 4.36% |
John DeMarco Trajan Wealth LLC | 269,803 | $19.06M | $14.62M | -$4.45M | -23.34% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,722 | $343,722.43 | $201,620.74 | -$142,101.69 | -41.34% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 19,170 | $1.37M | $1.04M | -$335,667 | -24.42% |
CJ Harrison DecisionPoint Financial LLC | 5 | $360 | $270.85 | -$89.15 | -24.76% |
| JG John Ginter Callan Family Office LLC | 7,974 | $654,537.02 | $432,190.8 | -$222,346.22 | -33.97% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,321 | $588,392.3 | $396,578.57 | -$191,813.73 | -32.6% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 58,343 | $5.72M | $3.16M | -$2.56M | -44.72% |
Rachel Faulk Cape Investment Advisory Inc. | 1,438 | $103,119 | $79,424.33 | -$23,694.67 | -22.98% |
Mariana Coli Dunhill Financial LLC | 5 | $400.39 | $270.85 | -$129.54 | -32.35% |
Drew Phillips Fortitude Family Office LLC | 99 | $7,070.45 | $5,362.83 | -$1,707.62 | -24.15% |
Bert D. Barre Colonial Trust Co. / SC | 66 | $6,584.3 | $3,575.22 | -$3,009.08 | -45.7% |
Brian Matter Creative Capital Management Investments LLC | 46 | $3,298.66 | $2,491.82 | -$806.84 | -24.46% |