| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,613 | $480,935.01 | $416,459.94 | -$64,475.07 | -13.41% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 3,077 | $605,380.89 | $490,412.26 | -$114,968.63 | -18.99% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,901 | $2.23M | $2.22M | -$13,614.13 | -0.61% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 257 | $58,482.92 | $40,960.66 | -$17,522.26 | -29.96% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,754 | $284,553.08 | $279,552.52 | -$5,000.56 | -1.76% |
Ana-Maria Ignat Covestor Ltd | 90 | $16,823 | $13,628.7 | -$3,194.3 | -18.99% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 15,171 | $2.62M | $2.27M | -$346,163.14 | -13.22% |
William Jollie Quent Capital LLC | 106 | $17,437.84 | $16,051.58 | -$1,386.26 | -7.95% |
Taro Kuriyama Axq Capita LLP | 3,877 | $685,337.58 | $614,116.76 | -$71,220.82 | -10.39% |
CJ Harrison DecisionPoint Financial LLC | 1 | $150 | $158.4 | $8.4 | 5.6% |
| JG John Ginter Callan Family Office LLC | 41,798 | $6.8M | $6.31M | -$498,429.72 | -7.33% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 5,007 | $1.05M | $798,015.66 | -$248,991.8 | -23.78% |
Drew Phillips Fortitude Family Office LLC | 18 | $3,181.68 | $2,868.84 | -$312.84 | -9.83% |
Brian Matter Creative Capital Management Investments LLC | 12 | $1,791.48 | $1,912.56 | $121.08 | 6.76% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 32 | $4,768 | $5,068.8 | $300.8 | 6.31% |
Jeffrey Rosenthal Viawealth LLC | 2,132 | $349,437.1 | $321,654.84 | -$27,782.26 | -7.95% |
David Smith Linden Thomas Advisory Services LLC | 1,424 | $230,066.75 | $226,957.12 | -$3,109.63 | -1.35% |
Kevin Kroskey True Wealth Design LLC | 166 | $29,018.37 | $26,457.08 | -$2,561.29 | -8.83% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,582 | $533,754 | $570,899.16 | $37,145.16 | 6.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,648 | $467,779.52 | $422,038.24 | -$45,741.28 | -9.78% |