| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 3,029 | $1.32M | $1.06M | -$264,482.76 | -20.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,438 | $595,518.94 | $514,070.62 | -$81,448.32 | -13.68% |
CJ Harrison DecisionPoint Financial LLC | 1 | $346 | $357.49 | $11.49 | 3.32% |
| JG John Ginter Callan Family Office LLC | 2,407 | $892,165.84 | $865,581.27 | -$26,584.57 | -2.98% |
Anita Woodhouse V-Square Quantitative Management LLC | 65 | $25,423 | $23,482.87 | -$1,940.13 | -7.63% |
Mariana Coli Dunhill Financial LLC | 2 | $732.78 | $714.98 | -$17.8 | -2.43% |
Lukas Lindgren Abound Wealth Management | 146 | $41,017.78 | $52,335.16 | $11,317.38 | 27.59% |
Drew Phillips Fortitude Family Office LLC | 12 | $4,517.43 | $4,289.88 | -$227.55 | -5.04% |
Brian Dechow SWAN Capital LLC | 9 | $3,567 | $3,141.63 | -$425.37 | -11.93% |
Bert D. Barre Colonial Trust Co. / SC | 59 | $26,581.81 | $21,131.44 | -$5,450.37 | -20.5% |
Brian Matter Creative Capital Management Investments LLC | 2 | $659.62 | $714.98 | $55.36 | 8.39% |
Eric De Armas Doma Perpetual Capital Management LLC | 50,051 | $19.58M | $17.98M | -$1.6M | -8.16% |
Stephen Smith Kestra Investment Management LLC | 5,091 | $2.08M | $1.78M | -$305,403 | -14.67% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 245 | $81,893.65 | $87,585.05 | $5,691.4 | 6.95% |
Dean Pelos Commonwealth Retirement Investments LLC | 278 | $91,687 | $97,041.46 | $5,354.46 | 5.84% |
Jesse Ellington Dover Advisors LLC | 2,567 | $1.14M | $896,062.69 | -$247,586.26 | -21.65% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 67 | $22,876 | $24,170.92 | $1,294.92 | 5.66% |
Paul B. Ordonio Park Place Capital Corp. | 79 | $25,711.2 | $28,316.76 | $2,605.56 | 10.13% |
Kevin Kroskey True Wealth Design LLC | 123 | $40,165.1 | $43,971.27 | $3,806.17 | 9.48% |
Dana Isaacs ClearAlpha Technologies LP | 1,097 | $361,802 | $393,735.24 | $31,933.24 | 8.83% |