| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 1,018 | $467,424.21 | $436,009.4 | -$31,414.81 | -6.72% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,102 | $2.5M | $2.62M | $125,052.84 | 5.01% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 782 | $366,658.37 | $332,420.38 | -$34,237.99 | -9.34% |
William Gordon Ritter Ritter Alpha LP | 477 | $202,887 | $203,233 | $346 | 0.17% |
Andrew Burkey Joseph Group Capital Management | 155 | $69,074.14 | $66,130.75 | -$2,943.39 | -4.26% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,917 | $2.01M | $1.67M | -$340,549.22 | -16.91% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,651 | $1.04M | $1.13M | $85,113.25 | 8.16% |
James Langer Redmont Wealth Advisors LLC | 10 | $5,272.9 | $4,271.9 | -$1,001 | -18.98% |
Bill McVay Red Tortoise LLC | 30 | $11,858.4 | $12,810.6 | $952.2 | 8.03% |
Samantha Pierangeli City State Bank | 751 | $263,255.39 | $320,838.46 | $57,583.07 | 21.87% |
| MWM Marion Wealth Management Marion Wealth Management | 623 | $304,270.34 | $267,235.85 | -$37,034.49 | -12.17% |
| KKS Karl K. Segerberg Settian Capita LLP | 7,422 | $3.3M | $3.16M | -$141,465.78 | -4.28% |
Scott Soler Jackson Hill Advisors LLC | 50,000 | $19.79M | $21.35M | $1.56M | 7.87% |
W. Travis McKinney HB Wealth Management LLC | 16,274 | $8.19M | $6.91M | -$1.27M | -15.56% |
| LF Lukas Feh LGT Group Foundation | 271,677 | $137.7M | $116.11M | -$21.59M | -15.68% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 24,272 | $11.26M | $10.4M | -$861,356.67 | -7.65% |
| MC mike Chen Byrne Asset Management LLC | 886 | $441,185.27 | $378,565.65 | -$62,619.62 | -14.19% |
Russell Mohberg Regatta Capital Group LLC | 523 | $201,510.85 | $223,603.42 | $22,092.57 | 10.96% |
Matt Monson Sovereign's Capital Management LLC | 2,073 | $1.04M | $875,510.82 | -$160,226.73 | -15.47% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 11,887 | $4.88M | $5.11M | $235,095.53 | 4.82% |