| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 27,387 | $1.61M | $1.53M | -$74,906.27 | -4.65% |
W. Travis McKinney HB Wealth Management LLC | 24,334 | $1.5M | $1.35M | -$149,733.92 | -9.96% |
| LF Lukas Feh LGT Group Foundation | 14,900 | $1.05M | $834,400 | -$214,026.75 | -20.41% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 48,139 | $3.54M | $2.71M | -$833,272.02 | -23.55% |
Jeremy Baltz Raleigh Capital Management Inc. | 293 | $22,485.28 | $16,402.14 | -$6,083.14 | -27.05% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,236 | $236,793 | $181,507.24 | -$55,285.76 | -23.35% |
William Jollie Quent Capital LLC | 1,436 | $86,608.09 | $79,913.4 | -$6,694.69 | -7.73% |
Missy Straw Nilsine Partners LLC | 4,035 | $295,281.3 | $226,444.2 | -$68,837.1 | -23.31% |
Dalila Toledo Ascent Group LLC | 39,859 | $2.35M | $2.23M | -$123,727.72 | -5.26% |
Michael Byun SageView Advisory Group LLC | 6,461 | $348,872.52 | $362,235.96 | $13,363.44 | 3.83% |
David K. Balsdon Harvest Portfolios Group Inc. | 184,689 | $11.41M | $10.34M | -$1.07M | -9.35% |
Clinton Joyner ATLAS Infrastructure Partners UKK) Ltd. | 3.84M | $237.44M | $215.21M | -$22.23M | -9.36% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,987 | $365,556.99 | $280,593.55 | -$84,963.44 | -23.24% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,046 | $256,737.01 | $227,021.06 | -$29,715.95 | -11.57% |
| TL Tradewinds LLC Tradewinds LLC | 3,630 | $224,685.71 | $204,477.9 | -$20,207.81 | -8.99% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,019 | $61,818.19 | $56,697.16 | -$5,121.03 | -8.28% |
Nadine Hofstetter Northwest Bank & Trust Co. | 150 | $10,417 | $8,439.75 | -$1,977.25 | -18.98% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,599 | $1.09M | $811,923.38 | -$274,999.62 | -25.3% |
CJ Harrison DecisionPoint Financial LLC | 5 | $368 | $278.25 | -$89.75 | -24.39% |
| JG John Ginter Callan Family Office LLC | 5,065 | $269,256.91 | $282,981.55 | $13,724.64 | 5.1% |