| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TIM Tevis Investment Management Tevis Investment Management | 20,000 | $1.18M | $592,400 | -$586,899.75 | -49.77% |
Anu Prabhu Altrius Capital Management Inc. | 216,580 | $7.84M | $6.41M | -$1.43M | -18.24% |
Amna Ali Khan GDS Wealth Management | 13,368 | $321,901.44 | $395,692.8 | $73,791.36 | 22.92% |
Mark Mowrey Signature Resources Capital Management LLC | 373 | $9,574.08 | $11,033.34 | $1,459.26 | 15.24% |
Junaid Subhan Sagard Holdings Management Inc. | 1,472 | $35,681 | $43,556.48 | $7,875.48 | 22.07% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 398,549 | $19.78M | $11.79M | -$7.99M | -40.41% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 24,073 | $718,699.97 | $711,236.78 | -$7,463.19 | -1.04% |
| TC Trent Curry bLong Financial LLC | 13,727 | $363,881.34 | $407,348.72 | $43,467.38 | 11.95% |
Anita Woodhouse V-Square Quantitative Management LLC | 37,806 | $1.03M | $1.11M | $85,170.76 | 8.29% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 1.81M | $49.36M | $53.36M | $4M | 8.11% |
Rachel Faulk Cape Investment Advisory Inc. | 12,281 | $320,891.39 | $361,552.64 | $40,661.25 | 12.67% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 20,775 | $500,262 | $614,212.87 | $113,950.87 | 22.78% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 14,289 | $623,289.13 | $422,025.61 | -$201,263.52 | -32.29% |
Lansing A. Davis Davis Asset Management LP | 4,428 | $124,338.24 | $131,068.8 | $6,730.56 | 5.41% |
Vyoma Patel Strata Wealth Advisors LLC | 10,284 | $251,736.04 | $304,200.72 | $52,464.68 | 20.84% |
Mariana Coli Dunhill Financial LLC | 113,506 | $3.25M | $3.34M | $95,140.4 | 2.93% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 12,196 | $347,444.31 | $359,924.69 | $12,480.38 | 3.59% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,314 | $82,512.61 | $97,878.99 | $15,366.38 | 18.62% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 17,273 | $467,586.74 | $510,418.88 | $42,832.14 | 9.16% |
Lukas Lindgren Abound Wealth Management | 1,183 | $33,656.6 | $34,969.48 | $1,312.88 | 3.9% |