| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 52 | $8,185.81 | $7,256.6 | -$929.21 | -11.35% |
| FG Fabian Guerra Guerra Advisors Inc. | 18 | $3,050 | $2,503.44 | -$546.56 | -17.92% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 1,292 | $210,440.96 | $179,891.62 | -$30,549.34 | -14.52% |
Navigoe LLC Navigoe LLC | 1,041 | $145,737.1 | $145,474.54 | -$262.56 | -0.18% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 1,279 | $208,324 | $177,857.74 | -$30,466.26 | -14.62% |
| SCL Stance Capital LLC Stance Capital LLC | 100 | $16,288 | $13,953 | -$2,335 | -14.34% |
Yolanda Cafiero Argosy-Lionbridge Management LLC | 18,325 | $2.98M | $2.55M | -$434,485.75 | -14.56% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 5,979 | $891,470.44 | $828,838.87 | -$62,631.57 | -7.03% |
Rossby Financial LLC Rossby Financial LLC | 248 | $34,958.36 | $34,608.4 | -$349.96 | -1% |
| LH Lyle Hershey Master's Wealth Management Inc. | 1,708 | $234,375.33 | $238,855.26 | $4,479.93 | 1.91% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 1,335 | $217,445 | $190,551.22 | -$26,893.78 | -12.37% |
| WJ William Jones TEMA ETFs LLC | 4,283 | $723,477.52 | $596,322.09 | -$127,155.43 | -17.58% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 73 | $9,942.98 | $10,137.51 | $194.53 | 1.96% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 158,374 | $23.47M | $22.1M | -$1.37M | -5.83% |
Ameriflex Group Inc. Ameriflex Group Inc. | 91 | $15,171.45 | $12,699.05 | -$2,472.4 | -16.3% |
| KT Karen Tatman KMT Wealth Management LLC | 3,215 | $523,659 | $448,653.25 | -$75,005.75 | -14.32% |
| DR Don Ruffin Park Square Financial Group LLC | 14 | $1,957.52 | $1,979.32 | $21.8 | 1.11% |
Kilter Group LLC Kilter Group LLC | 111 | $15,412.83 | $15,490.05 | $77.22 | 0.5% |
Asa Wallenberg Lansforsakringar Fondforvaltning AB (publ) | 73,305 | $10.72M | $10.21M | -$512,376.39 | -4.78% |
TFR Capital LLC TFR Capital LLC | 2,436 | $340,601.44 | $344,620.92 | $4,019.48 | 1.18% |