| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 295,471 | $15.21M | $14.29M | -$924,827.28 | -6.08% |
Bobby Adusumilli SJS Investment Consulting Inc. | 107 | $5,347.86 | $5,173.45 | -$174.41 | -3.26% |
Dinan Hu R Squared Ltd | 17,429 | $915,531.68 | $858,203.96 | -$57,327.72 | -6.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,785 | $77,699.58 | $86,304.75 | $8,605.17 | 11.07% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 19 | $751.64 | $922.54 | $170.9 | 22.74% |
Ana-Maria Ignat Covestor Ltd | 11 | $549.78 | $531.85 | -$17.93 | -3.26% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,980 | $313,773.74 | $291,465.2 | -$22,308.54 | -7.11% |
Katie Christensen iSAM Funds UKK) Ltd | 5,100 | $271,421.86 | $250,486.5 | -$20,935.36 | -7.71% |
Craig Johnsen Fortitude Advisory Group LLC | 4,943 | $222,191.33 | $238,994.05 | $16,802.72 | 7.56% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 301,490 | $12.92M | $14.7M | $1.78M | 13.78% |
Lukas Lindgren Abound Wealth Management | 803 | $34,305 | $39,041.86 | $4,736.86 | 13.81% |
Drew Phillips Fortitude Family Office LLC | 23 | $1,069.51 | $1,112.05 | $42.54 | 3.98% |
Brian Matter Creative Capital Management Investments LLC | 2 | $99.96 | $96.66 | -$3.3 | -3.3% |
Kelly Christopher Significant Wealth Partners LLC | 4,361 | $231,705.59 | $210,985.18 | -$20,720.41 | -8.94% |
| JC Jared Calvert Buck Wealth Strategies LLC | 75 | $3,680 | $3,644.62 | -$35.38 | -0.96% |
Alexandra Stickelman Root Financial Partners, LLC | 5,154 | $274,295.58 | $252,777.93 | -$21,517.65 | -7.84% |
Driton Bilali Ilex Capital Partners (UK) LLP | 33,564 | $1.65M | $1.64M | -$7,048.6 | -0.43% |
Denise Reinert CGC Financial Services, LLC | 2,089 | $88,094.43 | $102,386.07 | $14,291.64 | 16.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 991 | $43,403.63 | $47,914.85 | $4,511.22 | 10.39% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,316 | $338,318.68 | $402,078.6 | $63,759.92 | 18.85% |