| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,404 | $272,446.36 | $244,438.72 | -$28,007.64 | -10.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,215 | $470,268.88 | $424,366.2 | -$45,902.68 | -9.76% |
| NB Nolan Baker Retirement Guys Formula LLC | 10,923 | $1.34M | $1.11M | -$233,899.59 | -17.4% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 2,005 | $228,590.05 | $203,868.4 | -$24,721.65 | -10.81% |
Brad Saenz Coastwise Capital Group LLC | 9,769 | $1.01M | $993,311.92 | -$15,714.43 | -1.56% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 12,074 | $1.36M | $1.23M | -$133,576.96 | -9.81% |
| DAL Drake & Associates LLC Drake & Associates LLC | 7,266 | $887,256.17 | $738,806.88 | -$148,449.29 | -16.73% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 13,058 | $1.42M | $1.33M | -$96,102.84 | -6.75% |
| MK Malinda Khauv Cercano Management LLC | 2,607 | $297,224 | $265,079.76 | -$32,144.24 | -10.81% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 866 | $101,215.44 | $88,054.88 | -$13,160.56 | -13% |
| WC William Cantus Pacific Sage Partners LLC | 3,486 | $385,853.26 | $354,456.48 | -$31,396.78 | -8.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 85,711 | $10.34M | $8.63M | -$1.71M | -16.51% |
CJ Harrison DecisionPoint Financial LLC | 167 | $21,494.74 | $16,980.56 | -$4,514.18 | -21% |
| JG John Ginter Callan Family Office LLC | 110,646 | $13.76M | $11.14M | -$2.62M | -19.06% |
Brian Szymczak FSR Wealth Management Ltd. | 6,334 | $650,312 | $637,707.12 | -$12,604.88 | -1.94% |
Linda M. Dagilus Greenfield Savings Bank | 6,024 | $654,840.38 | $606,496.32 | -$48,344.06 | -7.38% |
| TIM Tevis Investment Management Tevis Investment Management | 4,200 | $554,778.36 | $422,856 | -$131,922.36 | -23.78% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 3,410 | $427,239 | $343,318.8 | -$83,920.2 | -19.64% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 4,922 | $479,546.32 | $495,546.96 | $16,000.64 | 3.34% |
Amna Ali Khan GDS Wealth Management | 4,683 | $610,145.69 | $471,484.44 | -$138,661.25 | -22.73% |