| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 19 | $1,841.1 | $1,812.79 | -$28.31 | -1.54% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 266 | $26,357.17 | $25,381.72 | -$975.45 | -3.7% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 290,048 | $28.64M | $27.68M | -$956,733.59 | -3.34% |
David Dirks Plum Street Advisors LLC | 3,611 | $365,229.72 | $344,344.96 | -$20,884.76 | -5.72% |
| AS Aryn Sands GK Wealth Management LLC | 573 | $54,170 | $54,268.83 | $98.83 | 0.18% |
Investment Research Partners LLC Investment Research Partners LLC | 104,143 | $10.48M | $9.92M | -$553,560.21 | -5.28% |
Craig McFadzean Turn8 Private Wealth Inc. | 24,017 | $2.36M | $2.29M | -$72,090.26 | -3.05% |
Horan Wealth LLC Horan Wealth LLC | 14,499 | $1.45M | $1.38M | -$60,541.29 | -4.19% |
Maseco LLP Maseco LLP | 6,145 | $613,792.1 | $585,280.52 | -$28,511.58 | -4.65% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 40,788 | $4.05M | $3.89M | -$156,894.09 | -3.88% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 3 | $300 | $286.57 | -$13.43 | -4.48% |
Jon Lewis Midwest Trust Co | 39,116 | $3.88M | $3.73M | -$152,542.57 | -3.93% |
John H. Bai Credential Securities Inc. | 1,722 | $188,218.15 | $164,321.85 | -$23,896.3 | -12.7% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 6,341 | $655,483 | $604,170.48 | -$51,312.52 | -7.83% |
William P. Ratcliff Rebel Financial LLC | 140,193 | $14M | $13.37M | -$628,747.16 | -4.49% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 31,954 | $3.19M | $3.05M | -$141,019.96 | -4.42% |
Frank Tehel October Effect Ltd. | 16,244 | $1.61M | $1.55M | -$62,262.43 | -3.86% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 6,742 | $669,053.88 | $643,356.02 | -$25,697.86 | -3.84% |
Heydon Traub Traub Capital Management LLC | 3,160 | $313,811.94 | $301,400.8 | -$12,411.14 | -3.95% |
Molly Wheeler Burk Holdings LLC | 25 | $2,475 | $2,383.37 | -$91.63 | -3.7% |