| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 42,294 | $894,396.52 | $513,872.1 | -$380,524.42 | -42.55% |
W. Travis McKinney HB Wealth Management LLC | 19,562 | $242,916.12 | $237,287.06 | -$5,629.06 | -2.32% |
| LF Lukas Feh LGT Group Foundation | 21,170 | $386,352.5 | $243,031.6 | -$143,320.9 | -37.1% |
Dalila Toledo Ascent Group LLC | 10,133 | $106,295.17 | $122,913.29 | $16,618.12 | 15.63% |
David K. Balsdon Harvest Portfolios Group Inc. | 33,549 | $563,666.42 | $385,142.52 | -$178,523.9 | -31.67% |
Eric Dahm Range Financial Group LLC | 37,287 | $721,320.37 | $428,054.76 | -$293,265.61 | -40.66% |
Edward Lowndes Angeles Wealth Management LLC | 11,944 | $125,292.56 | $137,117.12 | $11,824.56 | 9.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 58 | $1,045 | $704.7 | -$340.3 | -32.56% |
Arpan Shah XY Capital Ltd. | 65,498 | $884,877.95 | $798,748.11 | -$86,129.84 | -9.73% |
| JG John Ginter Callan Family Office LLC | 10,478 | $140,830.08 | $127,517.26 | -$13,312.82 | -9.45% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,406 | $99,381.27 | $89,131.21 | -$10,250.06 | -10.31% |
Mariana Coli Dunhill Financial LLC | 189 | $2,556 | $2,292.57 | -$263.43 | -10.31% |
Lukas Lindgren Abound Wealth Management | 59 | $1,036.43 | $719.5 | -$316.93 | -30.58% |
Jill Grimes Centurion Wealth Management LLC | 12,500 | $203,375 | $143,500 | -$59,875 | -29.44% |
Alex Nunnamaker Schechter Investment Advisors LLC | 17,361 | $361,943.55 | $199,304.28 | -$162,639.27 | -44.93% |
Loni Adams Daymark Wealth Partners LLC | 12,800 | $200,170.84 | $155,712 | -$44,458.84 | -22.21% |
Patrick D. Hayes Canopy Partners LLC | 15,021 | $263,652.87 | $172,441.08 | -$91,211.79 | -34.6% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 11,730 | $124,844.44 | $143,223.3 | $18,378.86 | 14.72% |
Jonathan Seed Seed Wealth Management Inc. | 11,960 | $215,991.53 | $146,031.6 | -$69,959.93 | -32.39% |
Moises Valladares Insigneo Advisory Services LLC | 21,221 | $222,608 | $258,896.2 | $36,288.2 | 16.3% |