| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,085 | $172,738 | $147,494.9 | -$25,243.1 | -14.61% |
| TK Taro Kuriyama Axq Capita LLP | 21,411 | $3.27M | $2.91M | -$357,761.97 | -10.95% |
Katie Christensen iSAM Funds UKK) Ltd | 1,577 | $230,463 | $214,188.14 | -$16,274.86 | -7.06% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 82 | $8,593.08 | $11,147.08 | $2,554 | 29.72% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,065 | $268,436.12 | $688,536.1 | $420,099.98 | 156.5% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,086 | $329,646.02 | $285,719.42 | -$43,926.6 | -13.33% |
Jim Clark Worth Asset Management LLC | 3,033 | $207,891.58 | $412,306.02 | $204,414.44 | 98.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,272 | $881,824.88 | $1.26M | $373,233.04 | 42.33% |
Craig Johnsen Fortitude Advisory Group LLC | 5,973 | $872,894.22 | $807,609.33 | -$65,284.89 | -7.48% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,470 | $236,049.92 | $198,758.7 | -$37,291.22 | -15.8% |
| JMP James M. Perkins Quantum Private Wealth LLC | 4,867 | $251,623.9 | $685,103.25 | $433,479.35 | 172.27% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 3,285 | $520,051.1 | $444,164.85 | -$75,886.25 | -14.59% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 25,453 | $4.09M | $3.44M | -$645,742.61 | -15.8% |
| MK Malinda Khauv Cercano Management LLC | 2,295 | $209,075 | $310,306.95 | $101,231.95 | 48.42% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 65 | $10,350.6 | $8,421.07 | -$1,929.53 | -18.64% |
| JG John Ginter Callan Family Office LLC | 12,373 | $1.65M | $1.67M | $18,846.13 | 1.14% |
Linda M. Dagilus Greenfield Savings Bank | 8,219 | $561,555.87 | $1.11M | $550,228.26 | 97.98% |
| TIM Tevis Investment Management Tevis Investment Management | 1,947 | $284,534.58 | $263,370.69 | -$21,163.89 | -7.44% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,710 | $748,553.67 | $635,991.3 | -$112,562.37 | -15.04% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 63,218 | $5.04M | $8.56M | $3.52M | 69.8% |