| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 57,948 | $4.94M | $4.16M | -$785,004.62 | -15.89% |
Yatrik Munshi Meridiem Capital Partners LP | 444,812 | $42.77M | $31.9M | -$10.87M | -25.42% |
Dodd Disler Sagace Wealth Management LLC | 6,298 | $483,768.42 | $451,629.58 | -$32,138.84 | -6.64% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 188,188 | $14.2M | $13.49M | -$702,312.03 | -4.95% |
| LSJ Laddi Singh Jhuty NRI Wealth Management LC | 27,583 | $1.59M | $1.98M | $389,645.36 | 24.53% |
Kara Lilian Lynx Investment Advisory | 6,732 | $510,691.33 | $482,751.72 | -$27,939.61 | -5.47% |
Argentarii LLC Argentarii, LLC | 20,605 | $1.85M | $1.48M | -$375,319.43 | -20.26% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 9,445 | $710,928.97 | $677,300.95 | -$33,628.02 | -4.73% |
| OL Oshrat Levi Sphera Management Technology Funds Ltd | 35,300 | $3.39M | $2.53M | -$862,732 | -25.42% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 177,548 | $14.17M | $12.73M | -$1.44M | -10.15% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,750 | $197,975.1 | $197,202.5 | -$772.6 | -0.39% |
Kelly Dixon Cannon Financial Strategists, Inc. | 4,148 | $296,167 | $307,449.76 | $11,282.76 | 3.81% |
Neisy Arnez Drucker Wealth 3.0, LLC | 9,087 | $960,361.41 | $651,628.77 | -$308,732.64 | -32.15% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,139 | $561,038.16 | $368,517.69 | -$192,520.47 | -34.32% |
Carmen McClennon WR Wealth Planners, LLC | 11,090 | $403,684.64 | $795,263.9 | $391,579.26 | 97% |
Craig Small Symphony Financial Services, Inc. | 6,926 | $477,436.94 | $496,663.46 | $19,226.52 | 4.03% |
Nathan Edwards IMG Wealth Management, Inc. | 2,842 | $271,673.35 | $210,649.04 | -$61,024.31 | -22.46% |
David A Rozenson Fairscale Capital, LLC | 16,509 | $1.21M | $1.22M | $12,757.75 | 1.05% |
Scott Geppert Stonekeep Investments, LLC | 8,380 | $793,999.46 | $600,929.8 | -$193,069.66 | -24.32% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,062 | $349,231.5 | $219,576.02 | -$129,655.48 | -37.13% |