| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 205 | $5,139.35 | $3,873.47 | -$1,265.88 | -24.63% |
W. Travis McKinney HB Wealth Management LLC | 36,419 | $698,044.02 | $690,504.24 | -$7,539.78 | -1.08% |
Jeremy Baltz Raleigh Capital Management Inc. | 6,036 | $171,971.82 | $114,080.4 | -$57,891.42 | -33.66% |
William Jollie Quent Capital LLC | 229 | $3,996.39 | $4,341.84 | $345.45 | 8.64% |
David K. Balsdon Harvest Portfolios Group Inc. | 21,698 | $399,652.12 | $411,936.53 | $12,284.41 | 3.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 222 | $4,430 | $4,221.33 | -$208.67 | -4.71% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,631 | $248,896 | $219,767.74 | -$29,128.26 | -11.7% |
| JG John Ginter Callan Family Office LLC | 10,268 | $165,378.03 | $194,527.26 | $29,149.23 | 17.63% |
Mark Mowrey Signature Resources Capital Management LLC | 34 | $595 | $645.32 | $50.32 | 8.46% |
Anita Woodhouse V-Square Quantitative Management LLC | 13,656 | $264,667.98 | $258,917.76 | -$5,750.22 | -2.17% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 808,489 | $16.22M | $15.29M | -$925,254.1 | -5.71% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 313,606 | $5.92M | $5.93M | $2,745.76 | 0.05% |
Rachel Faulk Cape Investment Advisory Inc. | 7,716 | $165,122.4 | $146,295.36 | -$18,827.04 | -11.4% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 345 | $6,477.48 | $6,529.12 | $51.64 | 0.8% |
Mariana Coli Dunhill Financial LLC | 57 | $958.91 | $1,080.72 | $121.81 | 12.7% |
Drew Phillips Fortitude Family Office LLC | 1,743 | $35,084.25 | $33,047.28 | -$2,036.97 | -5.81% |
Brian Dechow SWAN Capital LLC | 265 | $5,194 | $5,012.47 | -$181.53 | -3.49% |
Brian Matter Creative Capital Management Investments LLC | 210 | $5,264.7 | $3,981.6 | -$1,283.1 | -24.37% |
| YG Youse Guia DoubleLine ETF Adviser LP | 30,759 | $681,163.9 | $583,652.02 | -$97,511.88 | -14.32% |
Stephen Smith Kestra Investment Management LLC | 11,884 | $254,312 | $224,785.86 | -$29,526.14 | -11.61% |