| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nancy Williamson Helen Stephens Group LLC | 11,411 | $422,321.11 | $356,365.53 | -$65,955.58 | -15.62% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,724 | $576,643.52 | $528,311.16 | -$48,332.36 | -8.38% |
Jonathan Davison Austin Asset Management Co. Inc. | 32,598 | $928,632.77 | $1.02M | $93,314.53 | 10.05% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 18 | $648.9 | $565.96 | -$82.94 | -12.78% |
Ana-Maria Ignat Covestor Ltd | 2,035 | $65,879.38 | $64,285.65 | -$1,593.73 | -2.42% |
W. Travis McKinney HB Wealth Management LLC | 7,156 | $246,738.88 | $226,058.04 | -$20,680.84 | -8.38% |
William Jollie Quent Capital LLC | 304 | $10,102.83 | $9,603.36 | -$499.47 | -4.94% |
Taro Kuriyama Axq Capita LLP | 6,903 | $203,293.58 | $217,513.53 | $14,219.95 | 6.99% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,279 | $775,252.07 | $766,973.61 | -$8,278.46 | -1.07% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 48,810 | $1.88M | $1.53M | -$344,340.16 | -18.36% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,068 | $567,581.38 | $536,959.28 | -$30,622.1 | -5.4% |
CJ Harrison DecisionPoint Financial LLC | 4 | $142 | $126.36 | -$15.64 | -11.01% |
| JG John Ginter Callan Family Office LLC | 10,563 | $335,046.27 | $331,625.38 | -$3,420.89 | -1.02% |
Mariana Coli Dunhill Financial LLC | 2 | $59.74 | $63.18 | $3.44 | 5.76% |
Drew Phillips Fortitude Family Office LLC | 107 | $3,321.65 | $3,380.13 | $58.48 | 1.76% |
Brian Matter Creative Capital Management Investments LLC | 44 | $1,517.12 | $1,389.96 | -$127.16 | -8.38% |
Bree Pate Olisti Co. Wealth LLC | 989 | $29,541 | $30,401.86 | $860.86 | 2.91% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 21 | $618.41 | $663.39 | $44.98 | 7.27% |
Kevin Kroskey True Wealth Design LLC | 505 | $15,929.04 | $15,952.95 | $23.91 | 0.15% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 635 | $21,971 | $20,002.5 | -$1,968.5 | -8.96% |