| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Khanthaly Dacanay Chi Co. Wealth RIA | 1,300 | $339,494.99 | $198,724.5 | -$140,770.49 | -41.46% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 3,167 | $827,062.02 | $517,646.15 | -$309,415.87 | -37.41% |
Michael Topley Lansing Street Advisors | 1,411 | $368,482.64 | $225,938.35 | -$142,544.29 | -38.68% |
Jeffrey Gilbert Balboa Wealth Partners | 11,919 | $1.07M | $1.94M | $869,497.71 | 81.55% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,510 | $332,870.48 | $247,564.5 | -$85,305.98 | -25.63% |
| JG John Ginter Callan Family Office LLC | 820 | $214,142.99 | $133,701 | -$80,441.99 | -37.56% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 44,244 | $3.7M | $7.01M | $3.31M | 89.34% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 449 | $88,935.83 | $71,229.36 | -$17,706.47 | -19.91% |
Lukas Lindgren Abound Wealth Management | 112 | $12,924.29 | $17,880.8 | $4,956.51 | 38.35% |
Drew Phillips Fortitude Family Office LLC | 485 | $126,657.74 | $77,733.9 | -$48,923.84 | -38.63% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,371 | $2.47M | $1.58M | -$889,470.47 | -36.06% |
Brian Dechow SWAN Capital LLC | 25 | $2,594 | $4,012 | $1,418 | 54.66% |
Bert D. Barre Colonial Trust Co. / SC | 100 | $11,227 | $16,413 | $5,186 | 46.19% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,000 | $261,149.99 | $160,230 | -$100,919.99 | -38.64% |
Richard S. Levenson Western Financial Corp./CA | 13,880 | $3.27M | $2.23M | -$1.05M | -31.94% |
Nolan Langford Left Brain Wealth Management LLC | 3,165 | $826,539.72 | $508,900.35 | -$317,639.37 | -38.43% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,739 | $180,438.64 | $280,552.87 | $100,114.23 | 55.48% |
Belena Vincetti Fortis Capital Advisors LLC | 6,384 | $588,080.25 | $1.02M | $434,700.39 | 73.92% |
Dennis Wallace Fortune Financial Advisors LLC | 1,436 | $148,999.5 | $229,941.51 | $80,942.01 | 54.32% |
Sue Oleari Trifecta Capital Advisors LLC | 2,320 | $150,031.62 | $377,092.8 | $227,061.18 | 151.34% |