| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 5,733 | $442,637.28 | $405,581.08 | -$37,056.2 | -8.37% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 19,787 | $1.43M | $1.4M | -$32,648.63 | -2.29% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 10,219 | $680,453.86 | $723,709.58 | $43,255.72 | 6.36% |
Cornelius T. McDonald III Wealth Group, Ltd. | 11,832 | $874,421.6 | $842,083.44 | -$32,338.16 | -3.7% |
Nitin Kumbhani Accent Capital Management, LLC | 6,019 | $434,331 | $424,550.16 | -$9,780.84 | -2.25% |
Nicholas Jeffries M3 Advisory Group, LLC | 5,289 | $401,687.17 | $375,730.56 | -$25,956.61 | -6.46% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 17,992 | $1.58M | $1.28M | -$304,389.14 | -19.24% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,577 | $321,004.95 | $325,424.7 | $4,419.75 | 1.38% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 4,216 | $394,269.39 | $298,324.16 | -$95,945.23 | -24.33% |
Douglas E. Morisoli Fairman Group, LLC | 1,000 | $61,570 | $70,556.3 | $8,986.3 | 14.6% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 106,400 | $10.42M | $7.48M | -$2.94M | -28.2% |
| WL Wealthcollab LLC WealthCollab, LLC | 3,399 | $218,378.41 | $240,598.21 | $22,219.8 | 10.17% |
Ian Jameson American Capital Advisory, LLC | 21,428 | $1.64M | $1.52M | -$119,970.93 | -7.32% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 35,506 | $3.17M | $2.52M | -$652,235.83 | -20.56% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 90,665 | $6.27M | $6.46M | $195,285.75 | 3.12% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 38,130 | $2.82M | $2.67M | -$144,709.12 | -5.14% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 15,840 | $1.16M | $1.13M | -$32,679.94 | -2.82% |
Janice M. Powell Diversify Advisory Services, LLC | 180,048 | $12.99M | $12.76M | -$230,461.44 | -1.77% |
Jean-Francois Gonnet Sienna Gestion | 141,714 | $9.51M | $10.09M | $584,047.79 | 6.14% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 5,423 | $400,017.06 | $385,737.99 | -$14,279.07 | -3.57% |