| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 7,378 | $1.73M | $1.4M | -$328,955.68 | -19.02% |
Michael Byun SageView Advisory Group LLC | 1,652 | $293,106.71 | $313,574.38 | $20,467.67 | 6.98% |
| TK Taro Kuriyama Axq Capita LLP | 2,425 | $549,214.14 | $459,101 | -$90,113.14 | -16.41% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,382 | $620,437.65 | $452,139.33 | -$168,298.32 | -27.13% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 5,303 | $1.2M | $1M | -$197,059.48 | -16.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,305 | $597,889.27 | $633,039.7 | $35,150.43 | 5.88% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,733 | $443,124.55 | $520,212.88 | $77,088.33 | 17.4% |
| TL Tradewinds LLC Tradewinds LLC | 27,988 | $7.57M | $5.33M | -$2.24M | -29.64% |
CJ Harrison DecisionPoint Financial LLC | 2 | $477 | $381.46 | -$95.54 | -20.03% |
| JG John Ginter Callan Family Office LLC | 6,478 | $1.53M | $1.23M | -$297,426.06 | -19.42% |
Mark Mowrey Signature Resources Capital Management LLC | 22 | $5,362.94 | $4,064.06 | -$1,298.88 | -24.22% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,327 | $521,370.1 | $443,433.12 | -$77,936.98 | -14.95% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 116,923 | $17.71M | $22.4M | $4.68M | 26.42% |
Lukas Lindgren Abound Wealth Management | 57 | $11,189.88 | $10,985.32 | -$204.56 | -1.83% |
| DP Drew Phillips Fortitude Family Office LLC | 26 | $6,485.74 | $4,939.61 | -$1,546.13 | -23.84% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,353 | $247,287.81 | $259,153.62 | $11,865.81 | 4.8% |
Brian Dechow SWAN Capital LLC | 9 | $1,284 | $1,723.86 | $439.86 | 34.26% |
Bert D. Barre Colonial Trust Co. / SC | 15 | $3,697.65 | $2,849.77 | -$847.88 | -22.93% |
| RSL Richard S. Levenson Western Financial Corp./CA | 3,537 | $524,168.39 | $677,476.98 | $153,308.59 | 29.25% |
| VL Victoria Latham Fiduciary Alliance LLC | 3,627 | $640,908.9 | $694,715.58 | $53,806.68 | 8.4% |