| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 634 | $230,642.86 | $191,011.52 | -$39,631.34 | -17.18% |
Ana-Maria Ignat Covestor Ltd | 172 | $77,170.55 | $51,514 | -$25,656.55 | -33.25% |
Daniel Flack Intrinsic Value Partners LLC | 2,189 | $770,837.55 | $660,727.76 | -$110,109.79 | -14.28% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,818 | $3.38M | $2.31M | -$1.07M | -31.75% |
W. Travis McKinney HB Wealth Management LLC | 1,954 | $895,986.25 | $585,223 | -$310,763.25 | -34.68% |
| LF Lukas Feh LGT Group Foundation | 1,447 | $685,718.83 | $421,800.5 | -$263,918.33 | -38.49% |
Courtney Lawson Autumn Glory Partners LLC | 950 | $345,600.5 | $276,925 | -$68,675.5 | -19.87% |
William Jollie Quent Capital LLC | 3 | $1,225.33 | $898.5 | -$326.83 | -26.67% |
Dalila Toledo Ascent Group LLC | 24,089 | $8.41M | $7.26M | -$1.15M | -13.69% |
| EM Erin Mccann Simplicity Wealth LLC | 1,951 | $750,130.01 | $584,734.21 | -$165,395.8 | -22.05% |
Katie Christensen iSAM Funds UKK) Ltd | 680 | $283,376 | $198,220 | -$85,156 | -30.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,638 | $668,273.35 | $490,581 | -$177,692.35 | -26.59% |
James M. Perkins Quantum Private Wealth LLC | 890 | $246,225.63 | $259,435 | $13,209.37 | 5.36% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 716 | $247,291.1 | $208,714 | -$38,577.1 | -15.6% |
CJ Harrison DecisionPoint Financial LLC | 1 | $456 | $299.5 | -$156.5 | -34.32% |
| JG John Ginter Callan Family Office LLC | 6,284 | $2.25M | $1.88M | -$366,579.14 | -16.29% |
Anita Woodhouse V-Square Quantitative Management LLC | 778 | $288,330.89 | $233,011 | -$55,319.89 | -19.19% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 10,204 | $4.4M | $3.08M | -$1.32M | -30.02% |
Rachel Faulk Cape Investment Advisory Inc. | 1 | $303 | $299.5 | -$3.5 | -1.16% |
Mariana Coli Dunhill Financial LLC | 4 | $1,428.32 | $1,198 | -$230.32 | -16.13% |