| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 17,143 | $1.83M | $1.78M | -$48,086.27 | -2.62% |
Samantha Pierangeli City State Bank | 2,025 | $193,345.38 | $194,784.75 | $1,439.37 | 0.74% |
Christopher Pelch Vance Wealth LLC | 5,938 | $824,065.6 | $617,789.52 | -$206,276.08 | -25.03% |
| JCC Jason Cyril Crawshaw William Allan Corp | 28,739 | $3.87M | $2.99M | -$881,403.77 | -22.75% |
Morgan Christen Spinnaker Investment Group LLC | 3,054 | $338,246.12 | $317,738.16 | -$20,507.96 | -6.06% |
W. Travis McKinney HB Wealth Management LLC | 94,608 | $9.41M | $9.1M | -$305,940.08 | -3.25% |
| LF Lukas Feh LGT Group Foundation | 55,948 | $5.82M | $5.87M | $47,856.8 | 0.82% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 15,470 | $1.49M | $1.6M | $110,610.5 | 7.42% |
| MC mike Chen Byrne Asset Management LLC | 14,417 | $1.57M | $1.47M | -$106,571.4 | -6.77% |
Taylor Fairman Eagle Rock Investment Company LLC | 73,063 | $6.69M | $7.03M | $342,583.43 | 5.12% |
Nathan Geraci ETF Store Inc. | 2,159 | $207,803.75 | $224,622.36 | $16,818.61 | 8.09% |
Russell Mohberg Regatta Capital Group LLC | 38,547 | $5.05M | $3.98M | -$1.08M | -21.28% |
Timothy Taylor TCM Advisors LLC | 6,303 | $614,390.99 | $648,074.46 | $33,683.47 | 5.48% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 150 | $14,437.5 | $15,606 | $1,168.5 | 8.09% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,738 | $498,572.04 | $455,748.22 | -$42,823.82 | -8.59% |
Michelle McCarthy Vantage Financial Partners LLC | 2,910 | $279,948.04 | $308,998.35 | $29,050.31 | 10.38% |
Allison Tronnes Forum Financial Management LP | 8,659 | $975,764.01 | $832,909.21 | -$142,854.8 | -14.64% |
William Jollie Quent Capital LLC | 6,930 | $742,759.13 | $727,026.3 | -$15,732.83 | -2.12% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,519 | $242,453.75 | $267,442.23 | $24,988.48 | 10.31% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 6,284 | $644,721.5 | $604,457.96 | -$40,263.54 | -6.25% |