| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 298 | $7,619.86 | $8,209.9 | $590.04 | 7.74% |
Candace Cavalier Congress Wealth Management LLC / DE / | 36,222 | $1.59M | $998,640.54 | -$587,520.84 | -37.04% |
Ana-Maria Ignat Covestor Ltd | 2,395 | $99,096.62 | $67,491.1 | -$31,605.52 | -31.89% |
| WTM W. Travis McKinney HB Wealth Management LLC | 9,707 | $295,578.15 | $272,815.23 | -$22,762.92 | -7.7% |
| WJ William Jollie Quent Capital LLC | 375 | $11,989.11 | $10,541.25 | -$1,447.86 | -12.08% |
Michael Byun SageView Advisory Group LLC | 1,973 | $83,736 | $55,461.03 | -$28,274.97 | -33.77% |
| TK Taro Kuriyama Axq Capita LLP | 22,164 | $872,667.76 | $624,302.25 | -$248,365.51 | -28.46% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 295,609 | $8.52M | $8.33M | -$195,421.89 | -2.29% |
| JG John Ginter Callan Family Office LLC | 14,767 | $535,359.47 | $414,731.19 | -$120,628.28 | -22.53% |
Albert Moore First National Advisers LLC | 16,435 | $745,480.89 | $461,576.97 | -$283,903.92 | -38.08% |
Anita Woodhouse V-Square Quantitative Management LLC | 930 | $37,586.73 | $26,119.05 | -$11,467.68 | -30.51% |
Mariana Coli Dunhill Financial LLC | 3 | $127.32 | $84.64 | -$42.68 | -33.52% |
Brian Dechow SWAN Capital LLC | 238 | $7,247 | $6,715.17 | -$531.83 | -7.34% |
Bert D. Barre Colonial Trust Co. / SC | 62 | $2,365.3 | $1,747.78 | -$617.52 | -26.11% |
Loni Adams Daymark Wealth Partners LLC | 8,092 | $246,401 | $228,113.48 | -$18,287.52 | -7.42% |
| QS Quentin Stoker Gallacher Capital Management LLC | 14,012 | $362,350 | $394,577.92 | $32,227.92 | 8.89% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 22 | $670 | $622.49 | -$47.51 | -7.09% |
| DS David Smith Linden Thomas Advisory Services LLC | 38,360 | $1.32M | $1.06M | -$260,408.18 | -19.75% |
| RV Roland Vetter West Tower Group LLC | 8,700 | $348,132 | $246,558 | -$101,574 | -29.18% |
Kevin Kroskey True Wealth Design LLC | 896 | $36,472.79 | $24,711.68 | -$11,761.11 | -32.25% |