| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Morgan Christen Spinnaker Investment Group LLC | 502 | $207,490.74 | $195,968.25 | -$11,522.49 | -5.55% |
| WTM W. Travis McKinney HB Wealth Management LLC | 27,536 | $12.47M | $11.08M | -$1.4M | -11.2% |
| LF Lukas Feh LGT Group Foundation | 70,837 | $28.37M | $27.89M | -$486,892.97 | -1.72% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 36,057 | $16.7M | $14.19M | -$2.51M | -15.02% |
| MC mike Chen Byrne Asset Management LLC | 85 | $27,379.35 | $34,189.97 | $6,810.62 | 24.88% |
Maria Howe Carroll Investors Inc. | 1,033 | $520,866.89 | $406,666.26 | -$114,200.63 | -21.93% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 300 | $107,253.92 | $120,699 | $13,445.08 | 12.54% |
Courtney Lawson Autumn Glory Partners LLC | 820 | $402,205.52 | $322,813.49 | -$79,392.03 | -19.74% |
Jeremy Baltz Raleigh Capital Management Inc. | 440 | $201,798.3 | $176,983.4 | -$24,814.9 | -12.3% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 820 | $415,889.82 | $329,832.7 | -$86,057.12 | -20.69% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,096 | $547,024.59 | $440,849.56 | -$106,175.03 | -19.41% |
| WJ William Jollie Quent Capital LLC | 1,243 | $400,089.98 | $501,836.39 | $101,746.41 | 25.43% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 957 | $504,769.22 | $384,938.89 | -$119,830.33 | -23.74% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 523 | $296,206.25 | $205,892.02 | -$90,314.23 | -30.49% |
Marc H. Stone Tyler-Stone Wealth Management | 1,726 | $762,735.88 | $694,257.61 | -$68,478.27 | -8.98% |
| MS Missy Straw Nilsine Partners LLC | 6,073 | $3.1M | $2.44M | -$656,852.68 | -21.19% |
Dalila Toledo Ascent Group LLC | 13,861 | $6.52M | $5.6M | -$919,923.02 | -14.12% |
| EM Erin Mccann Simplicity Wealth LLC | 1,430 | $779,095.9 | $575,196.05 | -$203,899.85 | -26.17% |
| RG Robert Glass AlphaCentric Advisors LLC | 1,750 | $898,187.5 | $703,911.25 | -$194,276.25 | -21.63% |
| EW Ed West Values First Advisors Inc. | 682 | $250,389.07 | $274,324.27 | $23,935.2 | 9.56% |