| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,200 | $1.07M | $564,916 | -$504,306 | -47.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,349 | $1.07M | $857,812.89 | -$207,569.57 | -19.48% |
Jeremy Baltz Raleigh Capital Management Inc. | 7 | $1,518.93 | $1,792.98 | $274.05 | 18.04% |
| WJ William Jollie Quent Capital LLC | 75 | $21,508.95 | $19,081.5 | -$2,427.45 | -11.29% |
| MS Missy Straw Nilsine Partners LLC | 1,024 | $423,065.45 | $262,287.37 | -$160,778.08 | -38% |
Michael Byun SageView Advisory Group LLC | 80 | $23,216 | $20,353.6 | -$2,862.4 | -12.33% |
Jason Matthews Kfg Wealth Management LLC | 1,248 | $482,114.9 | $319,662.73 | -$162,452.17 | -33.7% |
Mark Fiskio Empirical Asset Management LLC | 2,254 | $643,547.46 | $573,462.68 | -$70,084.78 | -10.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,269 | $576,938.16 | $323,582.31 | -$253,355.85 | -43.91% |
| JMP James M. Perkins Quantum Private Wealth LLC | 983 | $477,747.83 | $252,454.06 | -$225,293.77 | -47.16% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,713 | $371,704 | $435,076.3 | $63,372.3 | 17.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6 | $2,407 | $1,573.32 | -$833.68 | -34.64% |
| JG John Ginter Callan Family Office LLC | 1,312 | $586,831.39 | $334,245.12 | -$252,586.27 | -43.04% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,416 | $398,318.3 | $360,740.16 | -$37,578.14 | -9.43% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 7,541 | $3.3M | $1.92M | -$1.38M | -41.7% |
Mariana Coli Dunhill Financial LLC | 1 | $290.19 | $254.99 | -$35.2 | -12.13% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 33 | $9,576 | $8,407.08 | -$1,168.92 | -12.21% |
| DP Drew Phillips Fortitude Family Office LLC | 4 | $868 | $1,024.24 | $156.24 | 18% |
Bert D. Barre Colonial Trust Co. / SC | 51 | $21,162.58 | $13,059 | -$8,103.58 | -38.29% |
Loni Adams Daymark Wealth Partners LLC | 1,488 | $518,356.23 | $381,015.51 | -$137,340.72 | -26.5% |