| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 67,959 | $4.1M | $3.78M | -$326,718.97 | -7.97% |
| LF Lukas Feh LGT Group Foundation | 226,446 | $13.91M | $12.7M | -$1.21M | -8.7% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 130,216 | $7.97M | $7.31M | -$652,382.16 | -8.19% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 18,540 | $1.09M | $1.04M | -$58,775.86 | -5.37% |
Nathan Geraci ETF Store Inc. | 8,108 | $497,965.87 | $451,007.5 | -$46,958.37 | -9.43% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 9,086 | $562,968.56 | $508,588.85 | -$54,379.71 | -9.66% |
Courtney Lawson Autumn Glory Partners LLC | 10,497 | $627,067.75 | $590,036.37 | -$37,031.38 | -5.91% |
Jeremy Baltz Raleigh Capital Management Inc. | 13,259 | $732,877.83 | $740,979.21 | $8,101.38 | 1.11% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 5,449 | $364,509.38 | $304,544.61 | -$59,964.77 | -16.45% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,153 | $344,732.41 | $344,906.41 | $174 | 0.05% |
William Jollie Quent Capital LLC | 1,803 | $109,719.81 | $100,156.65 | -$9,563.16 | -8.72% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 15,309 | $920,565.61 | $857,992.9 | -$62,572.71 | -6.8% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 36,876 | $2.35M | $2.05M | -$302,891.7 | -12.88% |
Missy Straw Nilsine Partners LLC | 10,635 | $654,479.88 | $596,091.75 | -$58,388.13 | -8.92% |
Dalila Toledo Ascent Group LLC | 12,402 | $741,608.79 | $695,442.15 | -$46,166.64 | -6.23% |
| EM Erin Mccann Simplicity Wealth LLC | 42,259 | $2.62M | $2.36M | -$257,991.2 | -9.85% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 67,891 | $4.16M | $3.77M | -$392,974.71 | -9.44% |
Taro Kuriyama Axq Capita LLP | 24,289 | $1.47M | $1.36M | -$112,284.14 | -7.63% |
Thomas Mason Mason & Associates Inc. | 5,795 | $403,854.19 | $325,215.4 | -$78,638.79 | -19.47% |
Molly Crider Walker Asset Management LLC | 7,543 | $430,392.61 | $423,539.45 | -$6,853.16 | -1.59% |