| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 1,531 | $219,882.22 | $197,361.21 | -$22,521.01 | -10.24% |
Taro Kuriyama Axq Capita LLP | 21,246 | $3.05M | $2.72M | -$334,668.36 | -10.97% |
John DeMarco Trajan Wealth LLC | 2,156 | $291,538.75 | $278,274.92 | -$13,263.83 | -4.55% |
CJ Harrison DecisionPoint Financial LLC | 2 | $276 | $257.02 | -$18.98 | -6.88% |
| JG John Ginter Callan Family Office LLC | 6,505 | $1.06M | $829,842.85 | -$233,220.74 | -21.94% |
Rachel Faulk Cape Investment Advisory Inc. | 20 | $2,683 | $2,570.2 | -$112.8 | -4.2% |
Drew Phillips Fortitude Family Office LLC | 107 | $13,717.31 | $13,750.57 | $33.26 | 0.24% |
Brian Matter Creative Capital Management Investments LLC | 15 | $2,011.95 | $1,927.65 | -$84.3 | -4.19% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1 | $134 | $128.51 | -$5.49 | -4.1% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,540 | $206,560 | $198,521.4 | -$8,038.6 | -3.89% |
| SL Sarah Ludden Clifford Group LLC | 3,822 | $369,418.21 | $488,107.62 | $118,689.41 | 32.13% |
David Smith Linden Thomas Advisory Services LLC | 9,950 | $1.18M | $1.28M | $100,626 | 8.55% |
Paul B. Ordonio Park Place Capital Corp. | 255 | $41,000.67 | $32,698.65 | -$8,302.02 | -20.25% |
Kevin Kroskey True Wealth Design LLC | 68 | $9,012.94 | $8,738.68 | -$274.26 | -3.04% |
Lison Couture iA Global Asset Management Inc. | 2,687 | $360,407.31 | $345,628.81 | -$14,778.5 | -4.1% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 2,128 | $345,156.73 | $275,512.16 | -$69,644.57 | -20.18% |
Jacob Going Alpine Bank Wealth Management | 117 | $15,693 | $15,093.58 | -$599.42 | -3.82% |
| DD Damir Durkovic Entropy Technologies, LP | 17,872 | $2.57M | $2.26M | -$301,857.94 | -11.76% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 41 | $5,180 | $5,260.3 | $80.3 | 1.55% |
Staci Compagno Portside Wealth Group, LLC | 2,216 | $419,650.41 | $284,866.8 | -$134,783.61 | -32.12% |