| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TA Thomas Anderton 626 Financial LLC | 14,838 | $1.45M | $1.06M | -$396,174.6 | -27.25% |
| MWM Marion Wealth Management Marion Wealth Management | 3,724 | $327,217.44 | $264,552.96 | -$62,664.48 | -19.15% |
W. Travis McKinney HB Wealth Management LLC | 151,147 | $11.77M | $10.77M | -$998,047.05 | -8.48% |
| LF Lukas Feh LGT Group Foundation | 497,218 | $36.99M | $35.11M | -$1.88M | -5.09% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 205,637 | $15.95M | $14.54M | -$1.41M | -8.83% |
| MC mike Chen Byrne Asset Management LLC | 1,330 | $93,840.17 | $93,073.4 | -$766.77 | -0.82% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 16,110 | $1.19M | $1.15M | -$36,158.61 | -3.05% |
Taylor Fairman Eagle Rock Investment Company LLC | 20,277 | $1.58M | $1.44M | -$138,826.8 | -8.79% |
Russell Mohberg Regatta Capital Group LLC | 8,395 | $519,365.55 | $594,449.95 | $75,084.4 | 14.46% |
Courtney Lawson Autumn Glory Partners LLC | 5,923 | $427,403.68 | $419,970.31 | -$7,433.37 | -1.74% |
Jeremy Baltz Raleigh Capital Management Inc. | 7,859 | $585,527.18 | $549,501.28 | -$36,025.9 | -6.15% |
| LWL Leo Wealth LLC Leo Wealth LLC | 15,372 | $1.26M | $1.08M | -$176,300.77 | -14.04% |
William Jollie Quent Capital LLC | 3,141 | $214,820.15 | $223,859.07 | $9,038.92 | 4.21% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 14,008 | $1.01M | $988,054.28 | -$19,986.9 | -1.98% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 86,796 | $6.36M | $6.22M | -$137,562.38 | -2.16% |
Marc H. Stone Tyler-Stone Wealth Management | 42,405 | $2.85M | $2.99M | $142,065.71 | 4.98% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,842 | $366,460.34 | $343,225.17 | -$23,235.17 | -6.34% |
Jonathan Straus Commons Capital LLC | 4,539 | $326,483.84 | $322,813.68 | -$3,670.16 | -1.12% |
Missy Straw Nilsine Partners LLC | 33,736 | $3.02M | $2.37M | -$649,165.16 | -21.49% |
Dalila Toledo Ascent Group LLC | 41,121 | $2.85M | $2.88M | $28,997.21 | 1.02% |