| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,500 | $623,445 | $616,447.5 | -$6,997.5 | -1.12% |
W. Travis McKinney HB Wealth Management LLC | 58,523 | $28.34M | $23.8M | -$4.54M | -16.02% |
| LF Lukas Feh LGT Group Foundation | 81,736 | $36.25M | $32.75M | -$3.5M | -9.67% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 17,941 | $5.13M | $7.21M | $2.08M | 40.58% |
| MC mike Chen Byrne Asset Management LLC | 1,062 | $406,545.66 | $425,946.96 | $19,401.3 | 4.77% |
Mark Perrault Intergy Private Wealth LLC | 693 | $285,215.69 | $278,190.99 | -$7,024.7 | -2.46% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 821 | $341,234 | $327,447.64 | -$13,786.36 | -4.04% |
Taylor Fairman Eagle Rock Investment Company LLC | 12,460 | $5.32M | $4.96M | -$353,305.87 | -6.65% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,089 | $351,581.65 | $433,901.16 | $82,319.51 | 23.41% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,127 | $373,744.37 | $449,289.82 | $75,545.45 | 20.21% |
Russell Mohberg Regatta Capital Group LLC | 904 | $349,278.89 | $362,829.44 | $13,550.55 | 3.88% |
Timothy Taylor TCM Advisors LLC | 2,800 | $1.1M | $1.15M | $56,450.64 | 5.15% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 5,839 | $2.92M | $2.34M | -$574,216.15 | -19.69% |
Jeremy Baltz Raleigh Capital Management Inc. | 798 | $452,754.68 | $319,455.36 | -$133,299.32 | -29.44% |
Allison Tronnes Forum Financial Management LP | 1,328 | $634,854.35 | $533,099.04 | -$101,755.31 | -16.03% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,089 | $2.14M | $1.67M | -$470,705.24 | -21.98% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,405 | $630,289.81 | $562,611.17 | -$67,678.64 | -10.74% |
William Jollie Quent Capital LLC | 2,972 | $1.48M | $1.21M | -$267,972.96 | -18.15% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 5,850 | $1.83M | $2.35M | $528,488.91 | 28.96% |
Timothy R. Guthrie Bullseye Investment Management LLC | 55 | $14,882.45 | $22,103.95 | $7,221.5 | 48.52% |