| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,552 | $322,835.45 | $252,277.6 | -$70,557.85 | -21.86% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 3,077 | $605,380.89 | $495,412.38 | -$109,968.51 | -18.17% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,462 | $2.01M | $2M | -$4,120.67 | -0.21% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 257 | $58,482.92 | $41,305.04 | -$17,177.88 | -29.37% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 1,754 | $284,553.08 | $282,095.82 | -$2,457.26 | -0.86% |
Ana-Maria Ignat Covestor Ltd | 272 | $54,983.47 | $44,662.4 | -$10,321.07 | -18.77% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 14,601 | $2.53M | $2.35M | -$185,708.24 | -7.33% |
| WJ William Jollie Quent Capital LLC | 183 | $29,884.89 | $29,868.34 | -$16.55 | -0.06% |
Michael Byun SageView Advisory Group LLC | 58 | $9,909 | $9,466.47 | -$442.53 | -4.47% |
| TK Taro Kuriyama Axq Capita LLP | 3,923 | $693,469 | $640,292.44 | -$53,176.56 | -7.67% |
| JMP James M. Perkins Quantum Private Wealth LLC | 3,461 | $537,570.62 | $559,989.8 | $22,419.18 | 4.17% |
| JG John Ginter Callan Family Office LLC | 43,179 | $7.04M | $6.98M | -$53,802.79 | -0.76% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 5,299 | $1.11M | $862,412.25 | -$245,999.91 | -22.19% |
| DP Drew Phillips Fortitude Family Office LLC | 25 | $4,313.23 | $4,073.25 | -$239.98 | -5.56% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,266 | $201,041 | $206,206.08 | $5,165.08 | 2.57% |
Jeffrey Rosenthal Viawealth LLC | 2,842 | $465,934.13 | $462,876.54 | -$3,057.59 | -0.66% |
| DS David Smith Linden Thomas Advisory Services LLC | 1,408 | $227,682.6 | $226,547.2 | -$1,135.4 | -0.5% |
Kevin Kroskey True Wealth Design LLC | 166 | $29,018.37 | $26,709.4 | -$2,308.97 | -7.96% |
Alexandra Stickelman Root Financial Partners, LLC | 147 | $24,760.1 | $24,152.1 | -$608 | -2.46% |
Thomas Healy PFW Advisors LLC | 1,161 | $205,230 | $191,152.84 | -$14,077.16 | -6.86% |