| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 10,842 | $33,176.52 | $21,087.69 | -$12,088.83 | -36.44% |
| EM Erin Mccann Simplicity Wealth LLC | 11,731 | $26,394.75 | $21,878.31 | -$4,516.44 | -17.11% |
Taro Kuriyama Axq Capita LLP | 47,940 | $104,678.5 | $88,689 | -$15,989.5 | -15.27% |
David K. Balsdon Harvest Portfolios Group Inc. | 213,017 | $575,311.8 | $412,187.89 | -$163,123.91 | -28.35% |
Edward Lowndes Angeles Wealth Management LLC | 41,165 | $95,988.28 | $79,654.27 | -$16,334.01 | -17.02% |
Lukas Lindgren Abound Wealth Management | 242 | $730.9 | $451.33 | -$279.57 | -38.25% |
Alex Nunnamaker Schechter Investment Advisors LLC | 143,270 | $410,683.04 | $277,227.45 | -$133,455.59 | -32.5% |
Patrick D. Hayes Canopy Partners LLC | 16,387 | $47,882.42 | $31,708.84 | -$16,173.58 | -33.78% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 33,865 | $77,900.61 | $63,327.55 | -$14,573.06 | -18.71% |
Jackson O'Connor O'Connor Financial Group LLC | 10,329 | $23,240 | $19,263.58 | -$3,976.42 | -17.11% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 53,058 | $119,380.5 | $102,667.23 | -$16,713.27 | -14% |
Jorge Paganin Abacus Wealth Partners, LLC | 104,299 | $296,209.24 | $201,297.07 | -$94,912.17 | -32.04% |
Courtney Holt Compound Planning, Inc. | 41,172 | $121,518.28 | $77,197.5 | -$44,320.78 | -36.47% |
Thomas Dobbins New Republic Capital, LLC | 10,737 | $24,158 | $20,722.41 | -$3,435.59 | -14.22% |
| AA Andrew Alkon EntryPoint Capital, LLC | 27,280 | $77,475.16 | $52,923.2 | -$24,551.96 | -31.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,977 | $80,850.53 | $57,926.99 | -$22,923.54 | -28.35% |
Mathieu Cornu Pictet Asset Management Holding SA | 206,397 | $464,393 | $385,962.39 | -$78,430.61 | -16.89% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 61,847 | $171,479.55 | $115,035.42 | -$56,444.13 | -32.92% |
Chris Kleine Park Capital Management, LLC / WI | 13,449 | $28,985.62 | $26,023.81 | -$2,961.81 | -10.22% |
MICHAEL DE LUZ Williams & Novak, LLC | 38,480 | $81,561.85 | $74,266.4 | -$7,295.45 | -8.94% |