| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Jones Cypress Financial Planning LLC | 2,158 | $366,010.03 | $318,542.38 | -$47,467.65 | -12.97% |
CJ Harrison DecisionPoint Financial LLC | 23 | $3,914.52 | $3,623.19 | -$291.33 | -7.44% |
| JG John Ginter Callan Family Office LLC | 30,607 | $4.95M | $4.52M | -$436,064.98 | -8.8% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,375 | $254,086 | $202,963.75 | -$51,122.25 | -20.12% |
Rodrigo Diaz Plan Group Financial LLC | 2,324 | $382,833.82 | $343,045.64 | -$39,788.18 | -10.39% |
Linda M. Dagilus Greenfield Savings Bank | 3,057 | $480,433.78 | $451,243.77 | -$29,190.01 | -6.08% |
Mark Mowrey Signature Resources Capital Management LLC | 1,048 | $160,530.35 | $154,695.28 | -$5,835.07 | -3.63% |
Albert Moore First National Advisers LLC | 1,808 | $286,899.39 | $266,878.88 | -$20,020.51 | -6.98% |
Junaid Subhan Sagard Holdings Management Inc. | 98 | $15,607 | $14,465.78 | -$1,141.22 | -7.31% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 8,194 | $1.07M | $1.21M | $136,520.95 | 12.72% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,970 | $542,105.88 | $586,011.7 | $43,905.82 | 8.1% |
| TC Trent Curry bLong Financial LLC | 1,087 | $166,984.98 | $160,452.07 | -$6,532.91 | -3.91% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,921 | $1.45M | $1.32M | -$131,627.34 | -9.09% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 304,337 | $50.74M | $44.92M | -$5.82M | -11.47% |
Rachel Faulk Cape Investment Advisory Inc. | 2,866 | $433,548.93 | $451,480.98 | $17,932.05 | 4.14% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,151 | $1.14M | $907,949.11 | -$228,654.89 | -20.12% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 287 | $36,748 | $42,364.07 | $5,616.07 | 15.28% |
Mariana Coli Dunhill Financial LLC | 4,556 | $742,419.78 | $764,815.72 | $22,395.94 | 3.02% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 9,121 | $1.06M | $1.35M | $288,746.2 | 27.3% |
Lukas Lindgren Abound Wealth Management | 171 | $28,591.46 | $25,241.31 | -$3,350.15 | -11.72% |