| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 21 | $7,303.75 | $8,187.06 | $883.31 | 12.09% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,346 | $580,222.74 | $530,660.5 | -$49,562.24 | -8.54% |
| SP Samantha Pierangeli City State Bank | 160 | $82,781.11 | $59,196.8 | -$23,584.31 | -28.49% |
John Swift Benchmark Investment Advisors LLC | 945 | $490,138.56 | $368,417.69 | -$121,720.87 | -24.83% |
| WTM W. Travis McKinney HB Wealth Management LLC | 20,728 | $8.99M | $7.97M | -$1.02M | -11.36% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 14,277 | $6.15M | $5.63M | -$518,572.19 | -8.44% |
| RM Russell Mohberg Regatta Capital Group LLC | 934 | $394,923.36 | $368,229.5 | -$26,693.86 | -6.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 238 | $113,869.5 | $91,472.92 | -$22,396.58 | -19.67% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 643 | $332,698.44 | $253,502.75 | -$79,195.69 | -23.8% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,347 | $585,891.12 | $531,054.75 | -$54,836.37 | -9.36% |
| WJ William Jollie Quent Capital LLC | 605 | $282,928.82 | $228,278.6 | -$54,650.22 | -19.32% |
| MS Missy Straw Nilsine Partners LLC | 1,142 | $557,100.05 | $438,916.28 | -$118,183.77 | -21.21% |
Dalila Toledo Ascent Group LLC | 1,478 | $710,542.76 | $557,678.96 | -$152,863.8 | -21.51% |
| EM Erin Mccann Simplicity Wealth LLC | 967 | $368,327.09 | $371,656.78 | $3,329.69 | 0.9% |
Michael Byun SageView Advisory Group LLC | 563 | $197,503 | $212,431.16 | $14,928.16 | 7.56% |
| TK Taro Kuriyama Axq Capita LLP | 3,687 | $1.08M | $1.39M | $312,381.36 | 28.94% |
Katie Christensen iSAM Funds UKK) Ltd | 2,692 | $937,304.85 | $1.02M | $78,857.88 | 8.41% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 806 | $312,732.08 | $304,244.86 | -$8,487.22 | -2.71% |
| KJ Ken Joseph Braidwel LLP | 62,080 | $18.17M | $23.86M | $5.69M | 31.29% |
| JZ James Zenker Grafton Street Partners Fund LP | 77,544 | $26.49M | $29.8M | $3.32M | 12.53% |