| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 958 | $452,746 | $403,240.02 | -$49,505.98 | -10.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,010 | $1.54M | $1.26M | -$272,814.39 | -17.77% |
| LV Leah Vaden Redwood Financial Network Corp. | 653 | $217,332.18 | $274,859.85 | $57,527.67 | 26.47% |
| EL Edward Lowndes Angeles Wealth Management LLC | 742 | $367,415.92 | $312,321.6 | -$55,094.32 | -15% |
Kevin Zemann WealthPlan Investment Management LLC | 1,196 | $611,572.51 | $503,418.65 | -$108,153.86 | -17.68% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,846 | $1.26M | $1.2M | -$66,190.62 | -5.24% |
| JG John Ginter Callan Family Office LLC | 5,706 | $2.77M | $2.39M | -$371,600.53 | -13.43% |
Amna Ali Khan GDS Wealth Management | 63,245 | $28.64M | $26.55M | -$2.09M | -7.31% |
Mark Mowrey Signature Resources Capital Management LLC | 13 | $5,154 | $4,858.1 | -$295.9 | -5.74% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,859 | $1.81M | $1.62M | -$189,662.44 | -10.48% |
| GF Gary Fraser Foresight Group Ltd. Liability Partnership | 33,085 | $13.12M | $13.89M | $770,218.6 | 5.87% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 60,585 | $32.52M | $25.41M | -$7.11M | -21.86% |
Mariana Coli Dunhill Financial LLC | 440 | $258,925.25 | $184,529.4 | -$74,395.85 | -28.73% |
Lukas Lindgren Abound Wealth Management | 35 | $16,466.67 | $14,784.7 | -$1,681.97 | -10.21% |
| DP Drew Phillips Fortitude Family Office LLC | 39 | $21,884.26 | $16,390.53 | -$5,493.73 | -25.1% |
Matthew Zienty Cardinal Point Capital Management ULC | 547 | $269,884.33 | $204,413.9 | -$65,470.43 | -24.26% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,042 | $985,956.23 | $856,384.17 | -$129,572.06 | -13.14% |
Brian Dechow SWAN Capital LLC | 5 | $2,563.5 | $2,096.92 | -$466.58 | -18.2% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 703 | $311,889.25 | $294,827.65 | -$17,061.6 | -5.47% |
Bert D. Barre Colonial Trust Co. / SC | 518 | $240,322.33 | $217,699.86 | -$22,622.47 | -9.41% |