| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,439 | $290,399 | $244,322.56 | -$46,076.44 | -15.87% |
Ashish Sharma DGS Capital Management LLC | 6,263 | $406,585.34 | $342,523.47 | -$64,061.87 | -15.76% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 27 | $1,766.34 | $1,493.64 | -$272.7 | -15.44% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 6,052 | $235,874.49 | $334,191.44 | $98,316.95 | 41.68% |
Ana-Maria Ignat Covestor Ltd | 1,060 | $71,663.86 | $58,639.2 | -$13,024.66 | -18.17% |
Samantha Pierangeli City State Bank | 350 | $13,429.5 | $19,066.25 | $5,636.75 | 41.97% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 6,413 | $289,712.29 | $353,805.21 | $64,092.92 | 22.12% |
Timothy Gerlach Novem Group | 15,858 | $1.04M | $862,675.2 | -$174,716.8 | -16.84% |
James M. Perkins Quantum Private Wealth LLC | 11,314 | $592,725.14 | $624,759.08 | $32,033.94 | 5.4% |
John DeMarco Trajan Wealth LLC | 5,815 | $339,349.33 | $322,092.85 | -$17,256.48 | -5.09% |
CJ Harrison DecisionPoint Financial LLC | 1 | $67 | $55.32 | -$11.68 | -17.43% |
| JG John Ginter Callan Family Office LLC | 81,327 | $5.09M | $4.45M | -$637,642.31 | -12.53% |
Albert Moore First National Advisers LLC | 7,178 | $423,615.8 | $392,493.04 | -$31,122.76 | -7.35% |
Vyoma Patel Strata Wealth Advisors LLC | 10,929 | $613,444.87 | $596,176.95 | -$17,267.92 | -2.81% |
Lukas Lindgren Abound Wealth Management | 3 | $168.75 | $165.57 | -$3.18 | -1.88% |
Drew Phillips Fortitude Family Office LLC | 37 | $2,311.06 | $2,046.84 | -$264.22 | -11.43% |
Bert D. Barre Colonial Trust Co. / SC | 134 | $8,579.45 | $7,360.62 | -$1,218.83 | -14.21% |
Brian Matter Creative Capital Management Investments LLC | 11 | $719.62 | $608.52 | -$111.1 | -15.44% |
Stephen Smith Kestra Investment Management LLC | 8,002 | $524,240.86 | $434,588.62 | -$89,652.24 | -17.1% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 12 | $742.92 | $663.84 | -$79.08 | -10.64% |