| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 63,166 | $4.12M | $4.03M | -$89,098.69 | -2.16% |
Michael Byun SageView Advisory Group LLC | 6,132 | $410,231.22 | $389,136.72 | -$21,094.5 | -5.14% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 379 | $24,344.15 | $24,051.34 | -$292.81 | -1.2% |
Rodrigo Diaz Plan Group Financial LLC | 102,370 | $6.77M | $6.49M | -$280,036.38 | -4.13% |
Mark Mowrey Signature Resources Capital Management LLC | 560 | $36,722.15 | $35,744.8 | -$977.35 | -2.66% |
Rachel Faulk Cape Investment Advisory Inc. | 914 | $60,920.66 | $58,368.04 | -$2,552.62 | -4.19% |
Mariana Coli Dunhill Financial LLC | 1,796 | $117,980.87 | $114,692.56 | -$3,288.31 | -2.79% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1 | $67 | $63.84 | -$3.16 | -4.72% |
Lukas Lindgren Abound Wealth Management | 3 | $197.1 | $191.54 | -$5.56 | -2.82% |
| RR Roberto Roman MGO Private Wealth LLC | 6,185 | $398,692.6 | $395,128.72 | -$3,563.88 | -0.89% |
Brian Dechow SWAN Capital LLC | 187,705 | $12.42M | $11.91M | -$512,267.79 | -4.12% |
David Kennon David Kennon Inc | 18,037 | $1.07M | $1.15M | $84,885.3 | 7.96% |
| RDL Rodrigo De La Garza Summa Corp. | 10,000 | $629,460 | $638,350 | $8,890 | 1.41% |
Erik Brenner Hilltop Partners LLC | 12,632 | $841,134.73 | $801,626.72 | -$39,508.01 | -4.7% |
Nelson J. Lam LAM GROUP Inc. | 16,060 | $1.03M | $1.02M | -$8,728.87 | -0.85% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 12,292 | $784,851.78 | $784,659.82 | -$191.96 | -0.02% |
| BP Brett Pohl Kingdom Financial Group LLC | 16 | $1,076 | $1,021.36 | -$54.64 | -5.08% |
Stephen Smith Kestra Investment Management LLC | 1.23M | $81.64M | $78.04M | -$3.61M | -4.42% |
Crystal McKeon TSA Wealth Managment LLC | 7,425 | $472,425.6 | $474,160.5 | $1,734.9 | 0.37% |
Jonathan Seed Seed Wealth Management Inc. | 16,235 | $1.06M | $1.04M | -$27,648.75 | -2.6% |