| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 15 | $2,098.65 | $2,180.1 | $81.45 | 3.88% |
Ana-Maria Ignat Covestor Ltd | 456 | $76,728.31 | $69,553.68 | -$7,174.63 | -9.35% |
Matt Monson Sovereign's Capital Management LLC | 33,116 | $5.54M | $4.78M | -$769,477.9 | -13.88% |
William Jollie Quent Capital LLC | 5 | $831.55 | $762.65 | -$68.9 | -8.29% |
Ed West Values First Advisors Inc. | 8,459 | $1.18M | $1.23M | $44,607.97 | 3.76% |
Taro Kuriyama Axq Capita LLP | 8,009 | $1.15M | $1.21M | $61,589.2 | 5.37% |
Katie Christensen iSAM Funds UKK) Ltd | 1,500 | $214,665 | $213,090 | -$1,575 | -0.73% |
Mark Fiskio Empirical Asset Management LLC | 5,556 | $920,702.65 | $847,456.68 | -$73,245.97 | -7.96% |
Daniel Ronan Catalyst Financial Partners LLC | 1,819 | $260,317 | $264,373.46 | $4,056.46 | 1.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,503 | $160,521.68 | $218,446.02 | $57,924.34 | 36.09% |
CJ Harrison DecisionPoint Financial LLC | 1 | $141.75 | $150.8 | $9.05 | 6.38% |
| JG John Ginter Callan Family Office LLC | 4,367 | $825,363 | $639,765.5 | -$185,597.5 | -22.49% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 63,491 | $10.75M | $9.23M | -$1.52M | -14.13% |
Drew Phillips Fortitude Family Office LLC | 9 | $1,530 | $1,308.06 | -$221.94 | -14.51% |
Bert D. Barre Colonial Trust Co. / SC | 151 | $19,287 | $22,121.5 | $2,834.5 | 14.7% |
Brian Matter Creative Capital Management Investments LLC | 8 | $1,134 | $1,162.72 | $28.72 | 2.53% |
Ashley Buboltz Moran Wealth Management LLC | 14,186 | $2.03M | $2.14M | $109,090.8 | 5.37% |
Paul B. Ordonio Park Place Capital Corp. | 582 | $62,548.8 | $83,924.4 | $21,375.6 | 34.17% |
Kevin Kroskey True Wealth Design LLC | 231 | $41,460.91 | $33,573.54 | -$7,887.37 | -19.02% |
Beth Zilka Baron Wealth Management LLC | 2,354 | $249,218.69 | $342,130.36 | $92,911.67 | 37.28% |