| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Grossman Mayport LLC | 2,893 | $559,847.6 | $520,682.14 | -$39,165.46 | -7% |
Daniel Lavoie Walter Public Investments Inc. | 68,686 | $13.55M | $12.36M | -$1.19M | -8.77% |
| TG Timothy Gerlach Novem Group | 5,799 | $1.2M | $1.04M | -$155,916.06 | -13% |
Daniel Ronan Catalyst Financial Partners LLC | 1,761 | $346,493.7 | $316,338.47 | -$30,155.23 | -8.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,364 | $690,998.54 | $604,443.52 | -$86,555.02 | -12.53% |
Lincoln Bach Delap Wealth Advisory LLC | 8,349 | $1.59M | $1.5M | -$88,806.82 | -5.58% |
| TL Tradewinds LLC Tradewinds LLC | 1,415 | $284,589.9 | $254,184.52 | -$30,405.38 | -10.68% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 4,063 | $770,716.71 | $729,859.85 | -$40,856.86 | -5.3% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,502 | $7.16M | $7.28M | $118,027.17 | 1.65% |
CJ Harrison DecisionPoint Financial LLC | 6 | $1,307 | $1,077.06 | -$229.94 | -17.59% |
| JG John Ginter Callan Family Office LLC | 70,348 | $14.85M | $12.62M | -$2.23M | -15.03% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 51,757 | $8.98M | $9.29M | $313,647.42 | 3.49% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,643 | $334,300.03 | $289,529.46 | -$44,770.57 | -13.39% |
Anita Woodhouse V-Square Quantitative Management LLC | 9,938 | $2M | $1.78M | -$212,839.02 | -10.66% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 165,885 | $34.62M | $29.81M | -$4.81M | -13.91% |
Mariana Coli Dunhill Financial LLC | 262 | $50,397.59 | $47,076.16 | -$3,321.43 | -6.59% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 420 | $77,749.33 | $75,350.1 | -$2,399.23 | -3.09% |
Lukas Lindgren Abound Wealth Management | 77 | $14,474.03 | $13,605.13 | -$868.9 | -6% |
| DP Drew Phillips Fortitude Family Office LLC | 202 | $39,991.57 | $36,471.1 | -$3,520.47 | -8.8% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 1,672 | $309,537.41 | $300,424.96 | -$9,112.45 | -2.94% |