| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 3,589 | $480,776.08 | $370,994.93 | -$109,781.15 | -22.83% |
Benjamin Cauley Carr Financial Group Corp. | 3,547 | $409,064.92 | $363,709.38 | -$45,355.54 | -11.09% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 18,235 | $2.16M | $1.87M | -$292,027.78 | -13.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,475 | $163,947.77 | $152,780.5 | -$11,167.27 | -6.81% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 147 | $20,091.05 | $15,102.78 | -$4,988.27 | -24.83% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,343 | $1.22M | $1.07M | -$151,522.64 | -12.39% |
CJ Harrison DecisionPoint Financial LLC | 3 | $379.33 | $310.11 | -$69.22 | -18.25% |
| JG John Ginter Callan Family Office LLC | 5,323 | $703,375.55 | $548,056.08 | -$155,319.47 | -22.08% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,380 | $1.12M | $866,240.6 | -$250,474.52 | -22.43% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 202,120 | $24.14M | $20.94M | -$3.2M | -13.24% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 77,341 | $9.94M | $8.05M | -$1.89M | -19.04% |
Rachel Faulk Cape Investment Advisory Inc. | 178 | $20,990.81 | $18,399.86 | -$2,590.95 | -12.34% |
Mariana Coli Dunhill Financial LLC | 252 | $30,760.42 | $26,049.24 | -$4,711.18 | -15.32% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 34 | $4,523.85 | $3,537.36 | -$986.49 | -21.81% |
Lukas Lindgren Abound Wealth Management | 4 | $543.64 | $412.84 | -$130.8 | -24.06% |
Drew Phillips Fortitude Family Office LLC | 77 | $9,213.8 | $7,959.49 | -$1,254.31 | -13.61% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,192 | $260,802.06 | $225,206.08 | -$35,595.98 | -13.65% |
Bert D. Barre Colonial Trust Co. / SC | 711 | $93,654.11 | $73,545.84 | -$20,108.27 | -21.47% |
Nolan Hoffmeyer Thematics Asset Management | 109,373 | $12.26M | $11.24M | -$1.03M | -8.36% |
Loni Adams Daymark Wealth Partners LLC | 4,183 | $494,677.94 | $434,299.97 | -$60,377.97 | -12.21% |