| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 1,712 | $204,515.52 | $207,888.16 | $3,372.64 | 1.65% |
Andrew Burkey Joseph Group Capital Management | 42 | $5,019 | $5,100.06 | $81.06 | 1.62% |
| SP Samantha Pierangeli City State Bank | 31 | $3,585.46 | $3,828.81 | $243.35 | 6.79% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,171 | $1.04M | $1.01M | -$33,893.69 | -3.25% |
| LF Lukas Feh LGT Group Foundation | 73,506 | $9.36M | $8.92M | -$442,465.02 | -4.73% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 20,038 | $2.41M | $2.43M | $17,912.89 | 0.74% |
| WJ William Jollie Quent Capital LLC | 527 | $77,732.5 | $65,556.16 | -$12,176.34 | -15.66% |
Michael Byun SageView Advisory Group LLC | 555 | $72,830.29 | $69,039.22 | -$3,791.07 | -5.21% |
| NR Nichole Raftopoulos Nvest Financial LLC | 5,292 | $732,052.68 | $652,609.44 | -$79,443.24 | -10.85% |
| TK Taro Kuriyama Axq Capita LLP | 24,468 | $3.27M | $3.05M | -$224,225.26 | -6.85% |
Luther Hartwell Hodges Waycross Investment Management Co. | 4,553 | $589,182.59 | $563,297.16 | -$25,885.43 | -4.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,763 | $568,987.98 | $595,946.56 | $26,958.58 | 4.74% |
Craig Johnsen Fortitude Advisory Group LLC | 1,995 | $268,641.97 | $248,976 | -$19,665.97 | -7.32% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,267 | $335,268.89 | $407,721.6 | $72,452.71 | 21.61% |
Kevin Zemann WealthPlan Investment Management LLC | 3,812 | $513,480.32 | $475,737.6 | -$37,742.72 | -7.35% |
Benjamin Cauley Carr Financial Group Corp. | 3,535 | $407,646.22 | $441,168 | $33,521.78 | 8.22% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,507 | $539,027.95 | $562,473.6 | $23,445.65 | 4.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,475 | $163,947.77 | $183,431 | $19,483.23 | 11.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 146 | $19,972.84 | $18,063.12 | -$1,909.72 | -9.56% |
CJ Harrison DecisionPoint Financial LLC | 2 | $262 | $250.53 | -$11.47 | -4.38% |