| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 65 | $2,275 | $2,173.6 | -$101.4 | -4.46% |
W. Travis McKinney HB Wealth Management LLC | 7,943 | $358,229.3 | $270,935.73 | -$87,293.57 | -24.37% |
William Jollie Quent Capital LLC | 346 | $11,963.84 | $11,802.06 | -$161.78 | -1.35% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,827 | $771,018 | $614,318.42 | -$156,699.58 | -20.32% |
Burke Montgomery GCM Grosvenor Holdings LLC | 302,079 | $13.15M | $10.05M | -$3.09M | -23.54% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 25,238 | $1.8M | $840,859.49 | -$962,412.43 | -53.37% |
Mariana Coli Dunhill Financial LLC | 4 | $145 | $136.44 | -$8.56 | -5.9% |
Kevin Kroskey True Wealth Design LLC | 968 | $39,075.76 | $33,018.48 | -$6,057.28 | -15.5% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3 | $130 | $103.24 | -$26.76 | -20.58% |
| DD Damir Durkovic Entropy Technologies, LP | 32,142 | $1.32M | $1.1M | -$213,333.61 | -16.2% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 278 | $10,503.49 | $9,468.68 | -$1,034.81 | -9.85% |
Tony Macafee UniSuper Management Pty Ltd | 8,300 | $556,432 | $277,967 | -$278,465 | -50.04% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,980 | $326,945 | $332,092.48 | $5,147.48 | 1.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,858 | $192,017.46 | $197,883.24 | $5,865.78 | 3.05% |
Mathieu Cornu Pictet Asset Management Holding SA | 9,857 | $372,572.07 | $336,222.27 | -$36,349.8 | -9.76% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 7,359 | $265,273.45 | $246,894.45 | -$18,379 | -6.93% |
Robert Shea NEOS Investment Management LLC | 12,079 | $445,443.34 | $403,921.76 | -$41,521.58 | -9.32% |
Ann Keitner Quantum Portfolio Management LLC | 728 | $31,486 | $24,373.44 | -$7,112.56 | -22.59% |
Matthew Stead Sachetta, LLC | 87 | $3,763 | $3,005.84 | -$757.16 | -20.12% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 45 | $1,537.6 | $1,534.95 | -$2.65 | -0.17% |