| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Lighthouse Financial LLC | 96,703 | $7.23M | $6.94M | -$289,140.96 | -4% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 6,659 | $513,118.67 | $479,381.41 | -$33,737.26 | -6.57% |
Kevin Painter LeConte Wealth Management LLC | 119,483 | $9.17M | $8.65M | -$522,359.87 | -5.7% |
Kazuya Kagamihara Rakuten Investment Management Inc. | 174,090 | $14.7M | $12.41M | -$2.29M | -15.57% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 818 | $61,121 | $58,887.82 | -$2,233.18 | -3.65% |
Cole Dimond Caliber Wealth Management LLC / KS | 5,016 | $380,971.28 | $361,101.84 | -$19,869.44 | -5.22% |
David R. Hess Wealth Management Associates Inc. | 3,650 | $296,489.3 | $262,763.5 | -$33,725.8 | -11.38% |
Nicole Reese WPG Advisers LLC | 224 | $16,884.7 | $16,181.76 | -$702.94 | -4.16% |
| AS Aryn Sands GK Wealth Management LLC | 6,876 | $517,371 | $495,003.24 | -$22,367.76 | -4.32% |
Jon Lewis Midwest Trust Co | 3,480 | $263,879 | $250,525.2 | -$13,353.8 | -5.06% |
Sara Amparan Prospera Capital Management LLC | 4,423 | $330,719 | $318,411.77 | -$12,307.23 | -3.72% |
Wallace Jones WJ Financial Advisors LLC | 21,509 | $1.67M | $1.55M | -$124,787.79 | -7.47% |
David K. Gilmore Equity Wealth Partners LLC | 11,207 | $870,219.9 | $806,791.93 | -$63,427.97 | -7.29% |