| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 1,934 | $349,905.24 | $365,854.78 | $15,949.54 | 4.56% |
| MM Mike Meixler Meixler Investment Management Ltd. | 17,019 | $3.83M | $3.22M | -$613,019.31 | -16% |
Courtney Lawson Autumn Glory Partners LLC | 1,705 | $303,600.45 | $322,534.85 | $18,934.4 | 6.24% |
| WJ William Jollie Quent Capital LLC | 4,974 | $1.12M | $940,931.58 | -$175,945.53 | -15.75% |
Michael Byun SageView Advisory Group LLC | 659 | $146,605 | $124,663.03 | -$21,941.97 | -14.97% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 139 | $22,742.22 | $26,496.18 | $3,753.96 | 16.51% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,683 | $293,108.82 | $324,919.81 | $31,810.99 | 10.85% |
| TG Timothy Gerlach Novem Group | 806 | $205,122 | $153,865.32 | -$51,256.68 | -24.99% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 1,605 | $321,930.9 | $305,299.41 | -$16,631.49 | -5.17% |
| JG John Ginter Callan Family Office LLC | 3,098 | $508,287.77 | $589,193.13 | $80,905.36 | 15.92% |
Anita Woodhouse V-Square Quantitative Management LLC | 125 | $27,786.5 | $23,773.12 | -$4,013.38 | -14.44% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 10,608 | $1.32M | $2.02M | $699,644.06 | 52.99% |
Mariana Coli Dunhill Financial LLC | 98 | $21,981.87 | $18,661.65 | -$3,320.22 | -15.1% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 116 | $27,964.45 | $22,061.46 | -$5,902.99 | -21.11% |
Lukas Lindgren Abound Wealth Management | 57 | $14,487.55 | $11,004.41 | -$3,483.14 | -24.04% |
| DP Drew Phillips Fortitude Family Office LLC | 91 | $17,001.58 | $17,335.2 | $333.62 | 1.96% |
Brian Dechow SWAN Capital LLC | 22 | $4,906 | $4,189.35 | -$716.65 | -14.61% |
| VL Victoria Latham Fiduciary Alliance LLC | 1,319 | $293,200.1 | $251,170.57 | -$42,029.53 | -14.33% |
Jeffrey D. Munjack JDM Financial Group LLC | 27 | $4,801.68 | $5,143.41 | $341.73 | 7.12% |
| PDH Patrick D. Hayes Canopy Partners LLC | 913 | $203,079.96 | $173,923.49 | -$29,156.47 | -14.36% |