| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 8,166 | $509,728.43 | $263,271.84 | -$246,456.59 | -48.35% |
Kea Molnar Cromwell Holdings LLC | 19 | $650 | $605.15 | -$44.85 | -6.9% |
Ellen York T. Rowe Price Investment Management Inc. | 517,648 | $15.57M | $16.55M | $982,300.16 | 6.31% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,073 | $213,942 | $97,383.37 | -$116,558.63 | -54.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 906 | $27,766.35 | $29,191.32 | $1,424.97 | 5.13% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,839 | $59,840.31 | $59,326.14 | -$514.17 | -0.86% |
Ana-Maria Ignat Covestor Ltd | 296 | $9,254.49 | $9,578.56 | $324.07 | 3.5% |
W. Travis McKinney HB Wealth Management LLC | 2,929 | $203,916.98 | $94,782.44 | -$109,134.54 | -53.52% |
William Jollie Quent Capital LLC | 1,146 | $34,132.55 | $37,084.56 | $2,952.01 | 8.65% |
| JG John Ginter Callan Family Office LLC | 4,138 | $288,087 | $130,233.62 | -$157,853.38 | -54.79% |
Anita Woodhouse V-Square Quantitative Management LLC | 305 | $21,234 | $9,827.1 | -$11,406.9 | -53.72% |
Mariana Coli Dunhill Financial LLC | 2 | $52.76 | $64.72 | $11.96 | 22.67% |
Lukas Lindgren Abound Wealth Management | 4 | $279 | $130.04 | -$148.96 | -53.39% |
Kevin Kroskey True Wealth Design LLC | 108 | $3,926 | $3,494.88 | -$431.12 | -10.98% |
| PIL PFG Investments LLC PFG Investments LLC | 5,680 | $395,442 | $179,658.4 | -$215,783.6 | -54.57% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4 | $278 | $125.97 | -$152.03 | -54.69% |
| DD Damir Durkovic Entropy Technologies, LP | 8,728 | $275,193.83 | $276,633.96 | $1,440.13 | 0.52% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 56 | $2,036 | $1,817.76 | -$218.24 | -10.72% |
| AA Andrew Alkon EntryPoint Capital, LLC | 10,812 | $752,731 | $341,983.56 | -$410,747.44 | -54.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,399 | $88,865.29 | $77,295.78 | -$11,569.51 | -13.02% |