| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,069 | $76,006.35 | $50,855.75 | -$25,150.6 | -33.09% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 29,400 | $1.04M | $1.4M | $355,498.08 | 34.08% |
| HS Helen Semus Semus Wealth Partners LLC | 3,000 | $274,110 | $142,719.6 | -$131,390.4 | -47.93% |
Lydia Moore MRP Capital Investments LLC | 10,950 | $703,966.52 | $525,205.8 | -$178,760.72 | -25.39% |
| MV Moises Valladares Insigneo Advisory Services LLC | 3,184 | $241,697.32 | $152,717.38 | -$88,979.94 | -36.81% |
Kevin Kroskey True Wealth Design LLC | 57 | $2,562.35 | $2,676.72 | $114.37 | 4.46% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 5,578 | $278,119.08 | $278,174.86 | $55.78 | 0.02% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 125 | $6,929.2 | $5,931.25 | -$997.95 | -14.4% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 23,482 | $1.66M | $1.12M | -$540,083.83 | -32.62% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 17,651 | $835,835.83 | $838,600.78 | $2,764.95 | 0.33% |
Alexandra Stickelman Root Financial Partners, LLC | 1,043 | $92,962.58 | $49,219.17 | -$43,743.41 | -47.05% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 7,142 | $503,582 | $337,030.98 | -$166,551.02 | -33.07% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,710 | $423,796.34 | $269,454.9 | -$154,341.44 | -36.42% |
Courtney Holt Compound Planning, Inc. | 3,137 | $221,190 | $148,035.03 | -$73,154.97 | -33.07% |
Katherine Stoner Empower Advisory Group, LLC | 4,108 | $289,655 | $193,856.52 | -$95,798.48 | -33.07% |
John Shanley Aspect Partners, LLC | 327 | $10,837.79 | $15,355.92 | $4,518.13 | 41.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,074 | $382,294.35 | $239,689.67 | -$142,604.68 | -37.3% |
Bradley Harsch Strategic Advocates LLC | 471 | $38,957.03 | $22,249.47 | -$16,707.56 | -42.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,708 | $256,602.99 | $170,679.24 | -$85,923.75 | -33.49% |
Mathieu Cornu Pictet Asset Management Holding SA | 27,554 | $835,096.26 | $1.3M | $466,141.39 | 55.82% |