| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 3,081 | $400,375.95 | $270,635.04 | -$129,740.91 | -32.4% |
Scott Soler Jackson Hill Advisors LLC | 161,500 | $12.36M | $13.98M | $1.62M | 13.14% |
W. Travis McKinney HB Wealth Management LLC | 78,983 | $9.18M | $6.92M | -$2.26M | -24.59% |
| MC mike Chen Byrne Asset Management LLC | 11,274 | $694,478.4 | $980,387.04 | $285,908.64 | 41.17% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 6,276 | $815,583.35 | $550,687.62 | -$264,895.73 | -32.48% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 38,335 | $2.89M | $3.39M | $498,738.79 | 17.26% |
Allison Tronnes Forum Financial Management LP | 5,462 | $508,656.81 | $477,378.8 | -$31,278.01 | -6.15% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,236 | $285,049.86 | $194,464.92 | -$90,584.94 | -31.78% |
William Jollie Quent Capital LLC | 1,939 | $247,183.72 | $169,914.57 | -$77,269.15 | -31.26% |
Dalila Toledo Ascent Group LLC | 4,065 | $528,246.75 | $352,150.95 | -$176,095.8 | -33.34% |
| EM Erin Mccann Simplicity Wealth LLC | 2,637 | $242,023.86 | $230,012.32 | -$12,011.54 | -4.96% |
Taro Kuriyama Axq Capita LLP | 7,091 | $650,812 | $616,526.99 | -$34,285.01 | -5.27% |
Katie Christensen iSAM Funds UKK) Ltd | 9,200 | $844,376 | $806,196 | -$38,180 | -4.52% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 430 | $49,689.19 | $37,276.7 | -$12,412.49 | -24.98% |
Anthony Chaves Dilation Capital Management LP | 75,870 | $6.93M | $6.57M | -$361,141.2 | -5.21% |
Michael Topley Lansing Street Advisors | 15,729 | $824,423.38 | $1.39M | $567,593.12 | 68.85% |
Daniel Ronan Catalyst Financial Partners LLC | 2,331 | $213,939 | $203,169.96 | -$10,769.04 | -5.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,618 | $132,651.1 | $229,415.34 | $96,764.24 | 72.95% |
Kevin Zemann WealthPlan Investment Management LLC | 3,720 | $342,958.08 | $325,983.6 | -$16,974.48 | -4.95% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 232 | $22,163.58 | $20,221.12 | -$1,942.46 | -8.76% |