| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 5,656 | $626,996.7 | $606,266.64 | -$20,730.06 | -3.31% |
| LF Lukas Feh LGT Group Foundation | 23,814 | $2.49M | $2.37M | -$115,057.3 | -4.62% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 3,573 | $256,434.21 | $356,335.29 | $99,901.08 | 38.96% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 3,030 | $825,129.6 | $307,817.7 | -$517,311.9 | -62.69% |
William Jollie Quent Capital LLC | 373 | $32,698.48 | $39,981.87 | $7,283.39 | 22.27% |
Stephen Dunnaway Brown Shipley& Co Ltd | 6,348 | $704,987.42 | $675,649.38 | -$29,338.04 | -4.16% |
Taro Kuriyama Axq Capita LLP | 19,220 | $1.46M | $2.04M | $579,293.1 | 39.77% |
Molly Crider Walker Asset Management LLC | 2,650 | $209,217.5 | $269,213.5 | $59,996 | 28.68% |
Timothy E. Ladin Price Jennifer C. | 2,000 | $149,960 | $210,780 | $60,820 | 40.56% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 20 | $4,962 | $2,125.5 | -$2,836.5 | -57.16% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,872 | $755,108.45 | $386,154.56 | -$368,953.89 | -48.86% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 48,161 | $4.1M | $5.1M | $993,818.09 | 24.21% |
CJ Harrison DecisionPoint Financial LLC | 4 | $323.2 | $428.76 | $105.56 | 32.66% |
| JG John Ginter Callan Family Office LLC | 3,059 | $263,103.08 | $326,517.66 | $63,414.58 | 24.1% |
Mark Mowrey Signature Resources Capital Management LLC | 45 | $3,230 | $4,700.25 | $1,470.25 | 45.52% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,043 | $734,939.76 | $754,939.17 | $19,999.41 | 2.72% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 70,147 | $9.42M | $7.4M | -$2.02M | -21.42% |
Rachel Faulk Cape Investment Advisory Inc. | 26 | $2,052.94 | $2,786.94 | $734 | 35.75% |
Mariana Coli Dunhill Financial LLC | 21 | $1,641.46 | $2,250.99 | $609.53 | 37.13% |
Lukas Lindgren Abound Wealth Management | 8 | $646.53 | $856.52 | $209.99 | 32.48% |