| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 350 | $49,777 | $37,891 | -$11,886 | -23.88% |
| TG Timothy Gerlach Novem Group | 7,329 | $739,443.95 | $793,437.54 | $53,993.59 | 7.3% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,673 | $649,989.69 | $505,898.98 | -$144,090.71 | -22.17% |
Daniel Ronan Catalyst Financial Partners LLC | 28,588 | $3.85M | $3.09M | -$765,231.31 | -19.87% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,138 | $1.62M | $1.31M | -$312,756.1 | -19.25% |
| ED Eric Dahm Range Financial Group LLC | 43,343 | $5.22M | $4.62M | -$606,802.61 | -11.62% |
Angela Cox W Advisors LLC | 3,261 | $461,888.44 | $351,927.12 | -$109,961.32 | -23.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,526 | $207,154.5 | $166,654.46 | -$40,500.04 | -19.55% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 38,158 | $4.09M | $4.12M | $32,629.17 | 0.8% |
CJ Harrison DecisionPoint Financial LLC | 5 | $504.62 | $539.67 | $35.05 | 6.95% |
| JG John Ginter Callan Family Office LLC | 5,512 | $646,338.38 | $595,185.76 | -$51,152.62 | -7.91% |
Linda M. Dagilus Greenfield Savings Bank | 4,931 | $666,368.85 | $532,227.48 | -$134,141.37 | -20.13% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 16,262 | $2.19M | $1.76M | -$439,517.98 | -20.03% |
Anita Woodhouse V-Square Quantitative Management LLC | 10,895 | $1.09M | $1.18M | $87,088.34 | 7.99% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 138,731 | $18.07M | $15M | -$3.08M | -17.02% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 46,075 | $5.73M | $4.98M | -$749,443.38 | -13.08% |
Mariana Coli Dunhill Financial LLC | 5 | $561.07 | $540.45 | -$20.62 | -3.68% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,018 | $273,505.5 | $217,903.64 | -$55,601.86 | -20.33% |
Lukas Lindgren Abound Wealth Management | 577 | $71,360.13 | $61,909.21 | -$9,450.92 | -13.24% |
| DP Drew Phillips Fortitude Family Office LLC | 112 | $11,288.94 | $12,145.68 | $856.74 | 7.59% |