| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 1,992 | $265,175.04 | $313,391.4 | $48,216.36 | 18.18% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 1,170 | $189,128.9 | $184,070.25 | -$5,058.65 | -2.67% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5 | $1,351.2 | $788.39 | -$562.81 | -41.65% |
Barry Oliver Capital Performance Advisors LLP | 1,702 | $226,570.24 | $268,368.3 | $41,798.06 | 18.45% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 3,492 | $582,994.36 | $546,777.36 | -$36,217 | -6.21% |
Ana-Maria Ignat Covestor Ltd | 399 | $78,203.34 | $62,431.53 | -$15,771.81 | -20.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 10,996 | $1.8M | $1.72M | -$84,049.04 | -4.66% |
| WJ William Jollie Quent Capital LLC | 1,680 | $288,352.4 | $262,432.8 | -$25,919.6 | -8.99% |
| RG Robert Glass AlphaCentric Advisors LLC | 3,500 | $465,920 | $547,365 | $81,445 | 17.48% |
Michael Byun SageView Advisory Group LLC | 52 | $9,013 | $8,122.92 | -$890.08 | -9.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,635 | $322,863.45 | $257,321.04 | -$65,542.41 | -20.3% |
| JMP James M. Perkins Quantum Private Wealth LLC | 3,795 | $590,084.55 | $611,129.34 | $21,044.79 | 3.57% |
CJ Harrison DecisionPoint Financial LLC | 2 | $397 | $314.16 | -$82.84 | -20.87% |
| JG John Ginter Callan Family Office LLC | 18,121 | $3.42M | $2.85M | -$569,366.66 | -16.67% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,673 | $203,102.2 | $262,235.05 | $59,132.85 | 29.11% |
Albert Moore First National Advisers LLC | 2,645 | $510,050.68 | $415,476.6 | -$94,574.08 | -18.54% |
Anita Woodhouse V-Square Quantitative Management LLC | 348 | $56,614.1 | $54,663.84 | -$1,950.26 | -3.44% |
Mariana Coli Dunhill Financial LLC | 10 | $1,411.58 | $1,573.83 | $162.25 | 11.49% |
| DP Drew Phillips Fortitude Family Office LLC | 14 | $2,185.58 | $2,213.19 | $27.61 | 1.26% |
| NH Nolan Hoffmeyer Thematics Asset Management | 109,238 | $26.03M | $17.19M | -$8.84M | -33.95% |