| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 21,707 | $4.7M | $4.34M | -$363,933.78 | -7.74% |
Anita Woodhouse V-Square Quantitative Management LLC | 127 | $29,051.25 | $23,585.17 | -$5,466.08 | -18.82% |
Mariana Coli Dunhill Financial LLC | 1 | $238 | $206.35 | -$31.65 | -13.3% |
Lukas Lindgren Abound Wealth Management | 35 | $8,423.23 | $6,499.85 | -$1,923.38 | -22.83% |
Drew Phillips Fortitude Family Office LLC | 1 | $202.33 | $185.71 | -$16.62 | -8.21% |
Brian Dechow SWAN Capital LLC | 31 | $9,527 | $6,181.71 | -$3,345.29 | -35.11% |
Bert D. Barre Colonial Trust Co. / SC | 17 | $4,137.49 | $3,399.66 | -$737.83 | -17.83% |
Loni Adams Daymark Wealth Partners LLC | 1,545 | $332,020 | $286,921.97 | -$45,098.03 | -13.58% |
Brian Matter Creative Capital Management Investments LLC | 4 | $859.6 | $742.84 | -$116.76 | -13.58% |
Sheryl Stephens Stephens Consulting LLC | 3 | $687 | $557.13 | -$129.87 | -18.9% |
Amy Ardeel Icon Wealth Advisors LLC | 5,394 | $1.14M | $1.1M | -$47,592.9 | -4.16% |
David Stevens Stevens Capital Partners | 13,907 | $2.89M | $2.87M | -$23,437.86 | -0.81% |
Kun Gao Sherbrooke Park Advisers LLC | 942 | $286,289.36 | $174,938.83 | -$111,350.53 | -38.89% |
Andrew Lewis Genesis Private Wealth LLC | 1,083 | $219,123.12 | $201,123.94 | -$17,999.18 | -8.21% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 14,229 | $2.93M | $2.94M | $9,414.55 | 0.32% |
David Smith Linden Thomas Advisory Services LLC | 1,190 | $240,772.36 | $220,994.91 | -$19,777.45 | -8.21% |
Paul B. Ordonio Park Place Capital Corp. | 57 | $18,212.51 | $11,105.88 | -$7,106.63 | -39.02% |
Kevin Kroskey True Wealth Design LLC | 86 | $19,116.57 | $15,971.06 | -$3,145.51 | -16.45% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 138 | $29,594.47 | $25,627.98 | -$3,966.49 | -13.4% |
Staci Compagno Portside Wealth Group, LLC | 1,243 | $446,108.37 | $230,837.54 | -$215,270.83 | -48.26% |