| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 149 | $23,247.31 | $14,143.08 | -$9,104.23 | -39.16% |
W. Travis McKinney HB Wealth Management LLC | 19,244 | $2.25M | $1.81M | -$444,182.23 | -19.72% |
Courtney Lawson Autumn Glory Partners LLC | 15,213 | $1.22M | $1.45M | $228,347.13 | 18.67% |
Jeremy Baltz Raleigh Capital Management Inc. | 8 | $690.16 | $758.56 | $68.4 | 9.91% |
William Jollie Quent Capital LLC | 24 | $2,017.47 | $2,255.04 | $237.57 | 11.78% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 7,898 | $590,905.81 | $750,862.86 | $159,957.05 | 27.07% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,854 | $725,206.25 | $362,121.84 | -$363,084.41 | -50.07% |
| EM Erin Mccann Simplicity Wealth LLC | 2,493 | $200,387.34 | $233,793.54 | $33,406.2 | 16.67% |
Owen Schrum Schrum Private Wealth Management LLC | 1,746 | $140,343.48 | $163,984.32 | $23,640.84 | 16.84% |
Timothy Gerlach Novem Group | 10,008 | $745,073 | $950,159.52 | $205,086.52 | 27.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,685 | $595,604.05 | $440,202.6 | -$155,401.45 | -26.09% |
Nadine Hofstetter Northwest Bank & Trust Co. | 66 | $11,449 | $6,299.7 | -$5,149.3 | -44.98% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 475 | $45,329.25 | $45,020.5 | -$308.75 | -0.68% |
CJ Harrison DecisionPoint Financial LLC | 13 | $1,121.59 | $1,221.48 | $99.89 | 8.91% |
| JG John Ginter Callan Family Office LLC | 33,928 | $2.92M | $3.2M | $273,790.43 | 9.37% |
| TIM Tevis Investment Management Tevis Investment Management | 10,543 | $1.21M | $992,307.16 | -$216,085.73 | -17.88% |
Anita Woodhouse V-Square Quantitative Management LLC | 911 | $78,592.01 | $85,597.56 | $7,005.55 | 8.91% |
Rachel Faulk Cape Investment Advisory Inc. | 666 | $53,556.97 | $62,577.36 | $9,020.39 | 16.84% |
Mariana Coli Dunhill Financial LLC | 244 | $19,612 | $22,926.24 | $3,314.24 | 16.9% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 172 | $14,838 | $16,326.24 | $1,488.24 | 10.03% |