| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 17 | $1,622.53 | $1,795.03 | $172.5 | 10.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 105 | $13,714.05 | $10,995.28 | -$2,718.77 | -19.82% |
| BG Bart Gancher Intech Investment Management LLC | 2,819 | $260,100.14 | $294,811.02 | $34,710.88 | 13.35% |
SkyOak Wealth SkyOak Wealth LLC | 2,456 | $257,142.05 | $256,038 | -$1,104.05 | -0.43% |
| YA Yinka Akinsola Blue Trust Inc. | 72 | $9,471.6 | $7,514.24 | -$1,957.36 | -20.67% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,642 | $214,461.62 | $171,687.52 | -$42,774.1 | -19.94% |
Joseph Castro Nuveen LLC | 19,625 | $1.77M | $2.06M | $293,406.12 | 16.62% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5 | $568.59 | $524.25 | -$44.34 | -7.8% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 2,200 | $287,342 | $231,537.68 | -$55,804.32 | -19.42% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 326,965 | $42.72M | $34.28M | -$8.43M | -19.74% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8 | $814.08 | $837.85 | $23.77 | 2.92% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,965 | $258,495.75 | $206,030.25 | -$52,465.5 | -20.3% |
Ana-Maria Ignat Covestor Ltd | 1,009 | $98,304.63 | $108,104.26 | $9,799.63 | 9.97% |
Michael Byun SageView Advisory Group LLC | 156 | $18,632 | $16,763.76 | -$1,868.24 | -10.03% |
| DP Drew Phillips Fortitude Family Office LLC | 12 | $1,538 | $1,284.3 | -$253.7 | -16.5% |
| VL Victoria Latham Fiduciary Alliance LLC | 1,860 | $244,683 | $200,266.2 | -$44,416.8 | -18.15% |
Ashley Buboltz Moran Wealth Management LLC | 36,086 | $4.22M | $3.88M | -$341,443.72 | -8.09% |
| DS David Smith Linden Thomas Advisory Services LLC | 40,306 | $1.72M | $4.22M | $2.5M | 144.84% |
Kevin Kroskey True Wealth Design LLC | 62 | $6,338.75 | $6,496.36 | $157.61 | 2.49% |
Alexandra Stickelman Root Financial Partners, LLC | 75 | $9,740.98 | $8,067.75 | -$1,673.23 | -17.18% |