| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TK Taro Kuriyama Axq Capita LLP | 64,202 | $5.14M | $4.73M | -$410,003.42 | -7.98% |
| BPN Brent P. Nicks Strategic Planning Inc. | 3,352 | $345,440.47 | $246,740.72 | -$98,699.75 | -28.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 138 | $11,579.22 | $10,321.02 | -$1,258.2 | -10.87% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,563 | $922,693.92 | $782,137.33 | -$140,556.59 | -15.23% |
CJ Harrison DecisionPoint Financial LLC | 3 | $234.95 | $221.67 | -$13.28 | -5.65% |
| JG John Ginter Callan Family Office LLC | 5,195 | $514,408.67 | $383,728.67 | -$130,680 | -25.4% |
Mark Mowrey Signature Resources Capital Management LLC | 21 | $1,879 | $1,537.41 | -$341.59 | -18.18% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,894 | $340,140.95 | $287,630.31 | -$52,510.64 | -15.44% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 118,240 | $11.76M | $8.76M | -$3M | -25.53% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,767 | $268,067 | $204,384.45 | -$63,682.55 | -23.76% |
Mariana Coli Dunhill Financial LLC | 13 | $1,190.1 | $962.58 | -$227.52 | -19.12% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 43 | $3,756 | $3,176.19 | -$579.81 | -15.44% |
Lukas Lindgren Abound Wealth Management | 353 | $35,252.46 | $25,408.94 | -$9,843.52 | -27.92% |
| DP Drew Phillips Fortitude Family Office LLC | 343 | $31,281.98 | $25,472.89 | -$5,809.09 | -18.57% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,692 | $218,672.8 | $199,329.14 | -$19,343.66 | -8.85% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,560 | $264,192 | $189,555.2 | -$74,636.8 | -28.25% |
Bert D. Barre Colonial Trust Co. / SC | 2,688 | $200,882.41 | $199,624.32 | -$1,258.09 | -0.63% |
Loni Adams Daymark Wealth Partners LLC | 9,636 | $835,557.4 | $715,617.54 | -$119,939.86 | -14.35% |
Brian Matter Creative Capital Management Investments LLC | 24 | $2,222.64 | $1,777.08 | -$445.56 | -20.05% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 4,280 | $378,560.69 | $317,854.2 | -$60,706.49 | -16.04% |