| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 146 | $54,264.37 | $55,017.18 | $752.81 | 1.39% |
| JL James Langer Redmont Wealth Advisors LLC | 38 | $17,144.02 | $14,319.54 | -$2,824.48 | -16.48% |
| SP Samantha Pierangeli City State Bank | 285 | $61,052.7 | $107,396.55 | $46,343.85 | 75.91% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1,054 | $471,544.89 | $397,178.81 | -$74,366.08 | -15.77% |
| LF Lukas Feh LGT Group Foundation | 5,739 | $2.32M | $2.16M | -$156,933.38 | -6.77% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,117 | $1.03M | $797,749.09 | -$234,214.37 | -22.7% |
| WJ William Jollie Quent Capital LLC | 61 | $28,210.5 | $22,986.63 | -$5,223.87 | -18.52% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 2,000 | $745,732.95 | $753,659.98 | $7,927.03 | 1.06% |
Dalila Toledo Ascent Group LLC | 623 | $264,199.99 | $234,765.08 | -$29,434.91 | -11.14% |
Michael Byun SageView Advisory Group LLC | 392 | $144,868 | $147,717.36 | $2,849.36 | 1.97% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 6 | $2,448.68 | $2,260.98 | -$187.7 | -7.67% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,363 | $476,094.33 | $513,619.28 | $37,524.95 | 7.88% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 100 | $31,953 | $37,683 | $5,730 | 17.93% |
Arpan Shah XY Capital Ltd. | 963 | $355,886.37 | $362,887.28 | $7,000.91 | 1.97% |
| JG John Ginter Callan Family Office LLC | 6,432 | $2.65M | $2.42M | -$229,570.15 | -8.65% |
Anita Woodhouse V-Square Quantitative Management LLC | 468 | $172,953.88 | $176,356.44 | $3,402.56 | 1.97% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 25 | $8,461.25 | $9,420.75 | $959.5 | 11.34% |
Mariana Coli Dunhill Financial LLC | 4 | $1,353 | $1,507.32 | $154.32 | 11.41% |
Lukas Lindgren Abound Wealth Management | 1 | $485.29 | $376.83 | -$108.46 | -22.35% |
| DP Drew Phillips Fortitude Family Office LLC | 58 | $19,629.13 | $21,856.14 | $2,227.01 | 11.35% |