| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maria Howe Carroll Investors Inc. | 368,451 | $8.09M | $6.57M | -$1.52M | -18.83% |
Jeremy Baltz Raleigh Capital Management Inc. | 7 | $111.16 | $122.95 | $11.79 | 10.61% |
| WJ William Jollie Quent Capital LLC | 1,180 | $28,227.74 | $20,738.5 | -$7,489.24 | -26.53% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 14,224 | $231,019.48 | $249,844.56 | $18,825.08 | 8.15% |
| EM Erin Mccann Simplicity Wealth LLC | 78,143 | $2.06M | $1.37M | -$691,956.27 | -33.52% |
Michael Byun SageView Advisory Group LLC | 11,784 | $186,783.89 | $207,103.8 | $20,319.91 | 10.88% |
| TK Taro Kuriyama Axq Capita LLP | 92,022 | $1.81M | $1.62M | -$195,628.53 | -10.79% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 904 | $10,662.12 | $15,887.8 | $5,225.68 | 49.01% |
David K. Balsdon Harvest Portfolios Group Inc. | 2.54M | $57.92M | $45.15M | -$12.78M | -22.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 77,302 | $607,593.72 | $1.38M | $767,995.37 | 126.4% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 148 | $3,874.64 | $2,570.6 | -$1,304.04 | -33.66% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,413 | $367,179.13 | $327,659.33 | -$39,519.8 | -10.76% |
CJ Harrison DecisionPoint Financial LLC | 23 | $406 | $409.51 | $3.51 | 0.86% |
| JG John Ginter Callan Family Office LLC | 28,576 | $553,843.17 | $508,795.68 | -$45,047.49 | -8.13% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 55,000 | $1.44M | $979,275 | -$464,225 | -32.16% |
Mark Mowrey Signature Resources Capital Management LLC | 1,341 | $13,651.37 | $23,291.69 | $9,640.32 | 70.62% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,453 | $38,039.32 | $25,870.66 | -$12,168.66 | -31.99% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 363,963 | $9.4M | $6.48M | -$2.92M | -31.08% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 89 | $1,760.26 | $1,583.75 | -$176.51 | -10.03% |
Mariana Coli Dunhill Financial LLC | 403 | $6,644.74 | $7,171.38 | $526.64 | 7.93% |