| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Christy Clarin Portfolio Design Labs, LLC | 6,283 | $1.57M | $971,226.14 | -$598,553.56 | -38.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,674 | $608,718.82 | $413,346.92 | -$195,371.9 | -32.1% |
| CS Craig Silberg EVERPAR ADVISORS LLC | 1,362 | $200,017.23 | $210,537.96 | $10,520.73 | 5.26% |
| MS Matthew Stead Sachetta, LLC | 83 | $9,182.65 | $12,830.14 | $3,647.49 | 39.72% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 77 | $11,562 | $11,902.66 | $340.66 | 2.95% |
| MC Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 423 | $63,514 | $65,387.34 | $1,873.34 | 2.95% |
| CS Christian Scharosch 1248 Management, LLC | 2,652 | $573,832.68 | $409,946.16 | -$163,886.52 | -28.56% |
| JRH Jessica Riley Hale GC Wealth Management RIA, LLC | 58,839 | $16M | $9.1M | -$6.91M | -43.17% |
| JC Jonathan Chatfield LM Advisors LLC | 341 | $77,229.68 | $52,711.78 | -$24,517.9 | -31.75% |
| AG Alan Gilmore Private Wealth Management Group, LLC | 144 | $17,947.55 | $22,259.52 | $4,311.97 | 24.02% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 70 | $19,040 | $10,820.6 | -$8,219.4 | -43.17% |
| JD Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 2,021 | $315,312.13 | $312,406.18 | -$2,905.95 | -0.92% |
| AM Ashley Meredith Abel Hall, LLC | 1,372 | $310,731 | $212,083.76 | -$98,647.24 | -31.75% |
| JTS John Thomas Shields Benchstone Capital Management LP | 107,008 | $24.24M | $16.54M | -$7.69M | -31.75% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 50,203 | $13.65M | $7.76M | -$5.89M | -43.17% |
| WL Wealthcollab LLC WealthCollab, LLC | 275 | $39,250.8 | $42,509.5 | $3,258.7 | 8.3% |
| IJ Ian Jameson American Capital Advisory, LLC | 15 | $3,100.76 | $2,318.7 | -$782.06 | -25.22% |
| RV Ryan Visniski Bryce Point Capital, LLC | 2,350 | $579,299 | $363,263 | -$216,036 | -37.29% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 6,508 | $930,397.44 | $1.01M | $75,609.2 | 8.13% |
| KH Kevyn Hill Hilltop National Bank | 505 | $134,068.18 | $78,062.9 | -$56,005.28 | -41.77% |