| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 42 | $5,312.58 | $4,868.22 | -$444.36 | -8.36% |
W. Travis McKinney HB Wealth Management LLC | 5,306 | $683,349.11 | $615,018.46 | -$68,330.65 | -10% |
William Jollie Quent Capital LLC | 91 | $11,652.47 | $10,547.81 | -$1,104.66 | -9.48% |
David K. Balsdon Harvest Portfolios Group Inc. | 18,400 | $2.47M | $2.16M | -$315,328.14 | -12.75% |
Jeffrey Gilbert Balboa Wealth Partners | 4,657 | $600,434.23 | $544,682.72 | -$55,751.51 | -9.29% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,590 | $577,334.77 | $535,262.85 | -$42,071.92 | -7.29% |
Albert Moore First National Advisers LLC | 14,045 | $1.79M | $1.65M | -$144,971.95 | -8.1% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 66,648 | $8.55M | $7.82M | -$727,430.5 | -8.51% |
Rachel Faulk Cape Investment Advisory Inc. | 274 | $32,572.21 | $31,759.34 | -$812.87 | -2.5% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,500 | $334,875 | $291,537.5 | -$43,337.5 | -12.94% |
Drew Phillips Fortitude Family Office LLC | 36 | $4,553.63 | $4,172.76 | -$380.87 | -8.36% |
Bert D. Barre Colonial Trust Co. / SC | 24 | $2,845.92 | $2,784 | -$61.92 | -2.18% |
| YG Youse Guia DoubleLine ETF Adviser LP | 5,143 | $689,358.39 | $599,416.65 | -$89,941.74 | -13.05% |
Kevin Kroskey True Wealth Design LLC | 30 | $3,717.48 | $3,477.3 | -$240.18 | -6.46% |
Lison Couture iA Global Asset Management Inc. | 8,896 | $1.1M | $1.04M | -$60,603.38 | -5.5% |
| DD Damir Durkovic Entropy Technologies, LP | 14,804 | $1.81M | $1.72M | -$92,802.71 | -5.11% |
Staci Compagno Portside Wealth Group, LLC | 8,539 | $1.02M | $998,422.57 | -$25,512.43 | -2.49% |
Tony Macafee UniSuper Management Pty Ltd | 17,792 | $2.31M | $2.08M | -$223,450.64 | -9.69% |
Norden Group LLC NORDEN GROUP LLC | 7,947 | $952,930 | $931,388.4 | -$21,541.6 | -2.26% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,216 | $385,631 | $377,043.84 | -$8,587.16 | -2.23% |