| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,150 | $214,695 | $196,385.5 | -$18,309.5 | -8.53% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,472 | $369,048.9 | $251,373.44 | -$117,675.46 | -31.89% |
| TC Trent Curry bLong Financial LLC | 4,453 | $1.48M | $760,438.81 | -$723,405.25 | -48.75% |
Anita Woodhouse V-Square Quantitative Management LLC | 24,254 | $6.26M | $4.14M | -$2.12M | -33.83% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 305,468 | $90.38M | $52.16M | -$38.21M | -42.28% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 5,516 | $1.34M | $941,967.32 | -$393,297.9 | -29.45% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 99 | $22,055.63 | $16,906.23 | -$5,149.4 | -23.35% |
| VP Vyoma Patel Strata Wealth Advisors LLC | 1,442 | $304,601.92 | $246,250.34 | -$58,351.58 | -19.16% |
| RA Ryan Ashayeri Square Wave Partners LP | 5,191 | $1.74M | $886,467.07 | -$849,040.07 | -48.92% |
Mariana Coli Dunhill Financial LLC | 1,147 | $307,729.39 | $195,873.19 | -$111,856.2 | -36.35% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 310 | $82,169 | $52,938.7 | -$29,230.3 | -35.57% |
Lukas Lindgren Abound Wealth Management | 258 | $66,237.05 | $44,058.66 | -$22,178.39 | -33.48% |
| DP Drew Phillips Fortitude Family Office LLC | 159 | $46,461.48 | $27,632.61 | -$18,828.87 | -40.53% |
| SC Sherri Cooke Dakota Community Bank & Trust NA | 227 | $67,873.03 | $38,764.79 | -$29,108.24 | -42.89% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,400 | $381,766.39 | $239,078 | -$142,688.39 | -37.38% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,642 | $721,243.28 | $451,174.34 | -$270,068.94 | -37.44% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,453 | $1.75M | $1.27M | -$481,869.93 | -27.46% |
Brian Dechow SWAN Capital LLC | 208 | $53,618.34 | $35,520.16 | -$18,098.18 | -33.75% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,670 | $1.14M | $797,495.9 | -$343,670.38 | -30.12% |
Bert D. Barre Colonial Trust Co. / SC | 1,599 | $385,978.06 | $273,061.23 | -$112,916.83 | -29.25% |