| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 876 | $3,715.31 | $3,727.38 | $12.07 | 0.32% |
| BG Bart Gancher Intech Investment Management LLC | 16,911 | $94,194.27 | $70,941.64 | -$23,252.63 | -24.69% |
| DP David Purcell Continental Advisors LLC | 281,490 | $984,832.27 | $1.19M | $210,092.78 | 21.33% |
| CD Charlie Durham Sterling Capital Management LLC | 1,286 | $6,685.63 | $5,439.78 | -$1,245.85 | -18.63% |
Jessica Clark Caerus Investment Advisors LLC | 12,715 | $34,356.6 | $54,801.65 | $20,445.05 | 59.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,706 | $46,504.9 | $48,989.61 | $2,484.71 | 5.34% |
Joseph Castro Nuveen LLC | 192,291 | $926,842.58 | $818,198.2 | -$108,644.38 | -11.72% |
| LEL Libby E. Liebig Villanova Investment Management Co. LLC | 446,012 | $2.18M | $1.92M | -$262,386.73 | -12.01% |
Brian Baylis Bell Investment Advisors Inc. | 615 | $1,599 | $2,626.05 | $1,027.05 | 64.23% |
Bobby Adusumilli SJS Investment Consulting Inc. | 301 | $900.6 | $1,261.19 | $360.59 | 40.04% |
Ana-Maria Ignat Covestor Ltd | 1,638 | $7,630.36 | $6,863.22 | -$767.14 | -10.05% |
W. Travis McKinney HB Wealth Management LLC | 80,487 | $434,124.08 | $350,923.32 | -$83,200.76 | -19.17% |
Matt Monson Sovereign's Capital Management LLC | 1.69M | $9.1M | $7.1M | -$2M | -21.97% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 733 | $2,738.16 | $3,071.27 | $333.11 | 12.17% |
Kevin Kroskey True Wealth Design LLC | 508 | $2,088.8 | $2,164.08 | $75.28 | 3.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 908 | $3,045.86 | $3,849.92 | $804.06 | 26.4% |
Curtis Burkholder Bare Financial Services, Inc | 165 | $429 | $699.42 | $270.42 | 63.03% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 134 | $349.13 | $562.13 | $213 | 61.01% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 5,303 | $25,560.2 | $22,749.87 | -$2,810.33 | -10.99% |
Benjamin Natter Kent Lake PR LLC | 500,000 | $2.41M | $2.18M | -$230,000 | -9.54% |