| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Sean Reitenbach Prosperity Consulting Group LLC | 522 | $256,830.17 | $221,938.74 | -$34,891.43 | -13.59% |
Bill McVay Red Tortoise LLC | 23 | $7,343.67 | $9,729 | $2,385.33 | 32.48% |
| KKS Karl K. Segerberg Settian Capita LLP | 15,000 | $7.57M | $6.38M | -$1.19M | -15.72% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,270 | $3.33M | $3.06M | -$268,918.64 | -8.09% |
| LF Lukas Feh LGT Group Foundation | 35,448 | $14.04M | $14.99M | $950,843.98 | 6.77% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 1,216 | $535,420.18 | $514,368 | -$21,052.18 | -3.93% |
| MC mike Chen Byrne Asset Management LLC | 15 | $6,046.38 | $6,306.6 | $260.22 | 4.3% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,965 | $969,511.35 | $819,463.95 | -$150,047.4 | -15.48% |
Jeremy Baltz Raleigh Capital Management Inc. | 7 | $2,775.36 | $2,943.08 | $167.72 | 6.04% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,345 | $538,023 | $565,491.8 | $27,468.8 | 5.11% |
| WJ William Jollie Quent Capital LLC | 1,258 | $471,813 | $525,001.14 | $53,188.14 | 11.27% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 13,990 | $6.63M | $5.21M | -$1.41M | -21.35% |
Dalila Toledo Ascent Group LLC | 2,606 | $1.16M | $1.09M | -$72,980.28 | -6.29% |
| EM Erin Mccann Simplicity Wealth LLC | 626 | $281,008 | $263,195.44 | -$17,812.56 | -6.34% |
| RG Robert Glass AlphaCentric Advisors LLC | 650 | $346,030 | $273,286 | -$72,744 | -21.02% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 33,064 | $16.48M | $13.9M | -$2.58M | -15.64% |
Michael Byun SageView Advisory Group LLC | 3,670 | $1.86M | $1.53M | -$326,850.68 | -17.59% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,992 | $2.95M | $2.55M | -$402,051.01 | -13.63% |
| JP James Peterson Nearwater Capital Markets Ltd. | 80,000 | $31.72M | $33.64M | $1.92M | 6.04% |
Katie Christensen iSAM Funds UKK) Ltd | 677 | $268,417 | $281,997.58 | $13,580.58 | 5.06% |