| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 6,165 | $252,909.1 | $207,020.7 | -$45,888.4 | -18.14% |
Ana-Maria Ignat Covestor Ltd | 6,189 | $214,467.21 | $204,113.22 | -$10,353.99 | -4.83% |
Stefan Demuth Ameliora Wealth Management Ltd. | 2,145 | $90,304.5 | $72,029.1 | -$18,275.4 | -20.24% |
W. Travis McKinney HB Wealth Management LLC | 5,882 | $231,151.12 | $197,517.56 | -$33,633.56 | -14.55% |
CJ Harrison DecisionPoint Financial LLC | 3 | $112 | $107.19 | -$4.81 | -4.29% |
| JG John Ginter Callan Family Office LLC | 13,412 | $466,384.89 | $451,984.4 | -$14,400.49 | -3.09% |
Drew Phillips Fortitude Family Office LLC | 81 | $3,278.95 | $2,719.98 | -$558.97 | -17.05% |
Brian Matter Creative Capital Management Investments LLC | 34 | $1,258.34 | $1,141.72 | -$116.62 | -9.27% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 16,598 | $143,882.9 | $550,555.66 | $406,672.76 | 282.64% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 25 | $1,052.63 | $893.25 | -$159.38 | -15.14% |
Walter J. West Milestone Asset Management LLC | 28,444 | $1.05M | $955,149.52 | -$97,584.48 | -9.27% |
| DD Damir Durkovic Entropy Technologies, LP | 31,117 | $1.24M | $1.03M | -$203,367 | -16.46% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,697 | $358,886 | $321,649.49 | -$37,236.51 | -10.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,280 | $80,208.69 | $76,562.4 | -$3,646.29 | -4.55% |
Mathieu Cornu Pictet Asset Management Holding SA | 16,706 | $448,873.44 | $560,987.48 | $112,114.04 | 24.98% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $610.89 | $537.28 | -$73.61 | -12.05% |
NICOLE MARTIN Arlington Trust Co LLC | 70 | $2,947 | $2,350.6 | -$596.4 | -20.24% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,586 | $661,525.62 | $624,117.88 | -$37,407.74 | -5.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,340 | $45,687.81 | $44,997.2 | -$690.61 | -1.51% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 12 | $234.61 | $402.96 | $168.35 | 71.76% |