| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 2,977 | $83,712 | $79,664.52 | -$4,047.48 | -4.84% |
| TK Taro Kuriyama Axq Capita LLP | 12,814 | $350,078 | $342,789.88 | -$7,288.12 | -2.08% |
| MC Molly Crider Walker Asset Management LLC | 8,885 | $290,838.35 | $235,807.9 | -$55,030.45 | -18.92% |
David K. Balsdon Harvest Portfolios Group Inc. | 113,636 | $3.6M | $3.04M | -$560,042 | -15.57% |
Daniel Ronan Catalyst Financial Partners LLC | 16,010 | $437,393 | $427,867.25 | -$9,525.75 | -2.18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,512 | $274,196.84 | $230,377.28 | -$43,819.56 | -15.98% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 31,463 | $996,590.24 | $846,512.01 | -$150,078.23 | -15.06% |
| JG John Ginter Callan Family Office LLC | 19,019 | $605,562.56 | $511,040.53 | -$94,522.03 | -15.61% |
| RD Rodrigo Diaz Plan Group Financial LLC | 87,867 | $2.63M | $2.36M | -$267,615.45 | -10.19% |
Anita Woodhouse V-Square Quantitative Management LLC | 13,581 | $399,675.18 | $364,921.47 | -$34,753.71 | -8.7% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 673,867 | $20.17M | $18.13M | -$2.04M | -10.13% |
Mariana Coli Dunhill Financial LLC | 55 | $1,573.16 | $1,479.77 | -$93.39 | -5.94% |
Lukas Lindgren Abound Wealth Management | 171 | $5,529.26 | $4,538.34 | -$990.92 | -17.92% |
Bert D. Barre Colonial Trust Co. / SC | 1,448 | $40,717.76 | $39,067.33 | -$1,650.43 | -4.05% |
Daniel Guy Ethos Financial Group LLC | 18,939 | $617,781.12 | $509,553.79 | -$108,227.33 | -17.52% |
Loni Adams Daymark Wealth Partners LLC | 7,996 | $218,457 | $215,733.68 | -$2,723.32 | -1.25% |
| YG Youse Guia DoubleLine ETF Adviser LP | 55,361 | $1.82M | $1.49M | -$329,254.71 | -18.06% |
Cornell P. Abod Beacon Investment Advisors LLC | 13,362 | $427,052.23 | $360,509.43 | -$66,542.8 | -15.58% |
| SS Stephen Smith Kestra Investment Management LLC | 7,911 | $216,143 | $213,440.36 | -$2,702.64 | -1.25% |
Amy Ardeel Icon Wealth Advisors LLC | 73,195 | $2.31M | $1.97M | -$343,189.58 | -14.83% |