| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 1,209 | $339,163.44 | $317,356.45 | -$21,806.99 | -6.43% |
Candace Cavalier Congress Wealth Management LLC / DE / | 702 | $237,276 | $181,087.92 | -$56,188.08 | -23.68% |
Ana-Maria Ignat Covestor Ltd | 2 | $584.7 | $517.44 | -$67.26 | -11.5% |
William Jollie Quent Capital LLC | 64 | $18,710.4 | $16,558.08 | -$2,152.32 | -11.5% |
James M. Perkins Quantum Private Wealth LLC | 1,229 | $358,646.83 | $322,606.35 | -$36,040.48 | -10.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 12 | $2,132 | $3,103.74 | $971.74 | 45.58% |
| JG John Ginter Callan Family Office LLC | 13,989 | $4.41M | $3.6M | -$806,163.8 | -18.29% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 127 | $39,277.45 | $33,235.9 | -$6,041.55 | -15.38% |
Drew Phillips Fortitude Family Office LLC | 6 | $1,804 | $1,552.32 | -$251.68 | -13.95% |
Bert D. Barre Colonial Trust Co. / SC | 63 | $18,418.05 | $16,294.95 | -$2,123.1 | -11.53% |
Brian Matter Creative Capital Management Investments LLC | 3 | $942.69 | $776.01 | -$166.68 | -17.68% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 69 | $20,172.1 | $17,851.68 | -$2,320.42 | -11.5% |
David Smith Linden Thomas Advisory Services LLC | 6,411 | $1.87M | $1.69M | -$183,984.18 | -9.82% |
Paul B. Ordonio Park Place Capital Corp. | 171 | $47,127.04 | $44,331.75 | -$2,795.29 | -5.93% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,460 | $458,776 | $382,184.2 | -$76,591.8 | -16.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 106 | $31,543.85 | $27,462.48 | -$4,081.37 | -12.94% |
Mathieu Cornu Pictet Asset Management Holding SA | 54,662 | $14.29M | $14.14M | -$144,969.82 | -1.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,814 | $518,778.19 | $469,318.08 | -$49,460.11 | -9.53% |
Darin Sadow Freestone Grove Partners LP | 1,459 | $455,657.8 | $377,180.68 | -$78,477.12 | -17.22% |
Curtis Burkholder Bare Financial Services, Inc | 37 | $11,306.35 | $9,572.64 | -$1,733.71 | -15.33% |