| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 2,424 | $906,041.18 | $361,866.84 | -$544,174.34 | -60.06% |
| JB Jodi Burnett Invictus Private Wealth LLC | 3,280 | $760,733.76 | $488,506.8 | -$272,226.96 | -35.78% |
Anita Woodhouse V-Square Quantitative Management LLC | 431 | $52,593.88 | $65,205.99 | $12,612.11 | 23.98% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 68,882 | $15.38M | $9.33M | -$6.05M | -39.34% |
Rachel Faulk Cape Investment Advisory Inc. | 181 | $26,231.55 | $27,383.49 | $1,151.94 | 4.39% |
Lukas Lindgren Abound Wealth Management | 1,057 | $248,738.45 | $159,099.64 | -$89,638.81 | -36.04% |
Drew Phillips Fortitude Family Office LLC | 81 | $12,400 | $12,254.49 | -$145.51 | -1.17% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,823 | $1.07M | $384,616.81 | -$681,940.41 | -63.94% |
Jill Grimes Centurion Wealth Management LLC | 1,600 | $244,944 | $221,448 | -$23,496 | -9.59% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,041 | $301,494.42 | $142,976.14 | -$158,518.28 | -52.58% |
Richard S. Levenson Western Financial Corp./CA | 23,415 | $3.58M | $3.25M | -$335,066.3 | -9.35% |
Sue Oleari Trifecta Capital Advisors LLC | 2,661 | $857,182.84 | $362,853.96 | -$494,328.88 | -57.67% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 334,219 | $34.71M | $50.56M | $15.86M | 45.7% |
Kyle Kelley Family Capital Management Inc. | 3,323 | $347,224.43 | $502,736.67 | $155,512.24 | 44.79% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,079 | $288,668 | $148,146.7 | -$140,521.3 | -48.68% |
Moises Valladares Insigneo Advisory Services LLC | 6,912 | $1.33M | $938,580.48 | -$396,230.45 | -29.68% |
John Canning Mi LLCreek Capital Advisors LLC | 1,701 | $331,736.97 | $235,554.48 | -$96,182.49 | -28.99% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,435 | $1.07M | $916,279.65 | -$149,898.87 | -14.06% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,952 | $513,127.63 | $407,287.44 | -$105,840.19 | -20.63% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,401 | $214,479 | $192,574.45 | -$21,904.55 | -10.21% |