| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 101,768 | $8.81M | $8.5M | -$305,227.85 | -3.46% |
| LF Lukas Feh LGT Group Foundation | 255,800 | $21.8M | $21.37M | -$433,028.57 | -1.99% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 105,516 | $8.95M | $8.81M | -$138,800.39 | -1.55% |
| MC mike Chen Byrne Asset Management LLC | 1,090 | $86,620.8 | $91,570.9 | $4,950.1 | 5.71% |
Mark Perrault Intergy Private Wealth LLC | 3,956 | $330,287.44 | $330,445.08 | $157.64 | 0.05% |
| RM Russell Mohberg Regatta Capital Group LLC | 23,029 | $2.11M | $1.92M | -$184,518.36 | -8.75% |
| TT Timothy Taylor TCM Advisors LLC | 11,218 | $1.02M | $937,040.66 | -$86,412.44 | -8.44% |
Courtney Lawson Autumn Glory Partners LLC | 6,932 | $656,309.06 | $579,030.65 | -$77,278.41 | -11.77% |
Jeremy Baltz Raleigh Capital Management Inc. | 13,528 | $1.15M | $1.13M | -$16,210.19 | -1.41% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 17,871 | $1.63M | $1.49M | -$132,607.34 | -8.16% |
Allison Tronnes Forum Financial Management LP | 2,547 | $235,186.28 | $212,751.16 | -$22,435.12 | -9.54% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,949 | $354,857.14 | $329,860.36 | -$24,996.78 | -7.04% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 20,976 | $1.77M | $1.75M | -$17,617.96 | -1% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,643 | $446,010.36 | $387,830.25 | -$58,180.11 | -13.04% |
| WJ William Jollie Quent Capital LLC | 2,008 | $180,717.52 | $167,868.8 | -$12,848.72 | -7.11% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,536 | $654,594.94 | $629,482.83 | -$25,112.11 | -3.84% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,804 | $223,983.52 | $234,218.4 | $10,234.88 | 4.57% |
Dalila Toledo Ascent Group LLC | 20,686 | $1.84M | $1.73M | -$114,790.72 | -6.22% |
| EM Erin Mccann Simplicity Wealth LLC | 14,936 | $1.3M | $1.25M | -$53,321.52 | -4.1% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 11,860 | $976,088.46 | $991,555.3 | $15,466.84 | 1.58% |