| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raymond L. Eaton Primoris Wealth Advisors LLC | 386 | $279,078 | $172,399.18 | -$106,678.82 | -38.23% |
Tracy A. Zullo Zullo Investment Group Inc. | 630 | $215,327.7 | $281,376.9 | $66,049.2 | 30.67% |
Joshua Moeller Hill Island Financial LLC | 525 | $379,575 | $224,400.75 | -$155,174.25 | -40.88% |
Ana-Maria Ignat Covestor Ltd | 339 | $54,803.76 | $145,773.39 | $90,969.63 | 165.99% |
Kathryn Brown Morton Brown Family Wealth LLC | 27 | $12,318.96 | $12,059.01 | -$259.95 | -2.11% |
Lonny Elfenbein West Michigan Advisors LLC | 3,649 | $905,124.58 | $1.63M | $724,628.29 | 80.06% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 426 | $307,998 | $190,264.38 | -$117,733.62 | -38.23% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 1,243 | $201,495.57 | $534,340.84 | $332,845.27 | 165.19% |
Eric Lai Archvest Wealth Advisors Inc. | 1,233 | $356,013.51 | $531,139.41 | $175,125.9 | 49.19% |
| CC Cheung Chan Chemistry Wealth Management LLC | 407 | $294,261 | $181,778.41 | -$112,482.59 | -38.23% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 5,501 | $736,453.11 | $2.37M | $1.63M | 221.57% |
Jay Richards Investment Advisory Group LLC | 409 | $295,707 | $182,671.67 | -$113,035.33 | -38.23% |
| JN John Nunn Paradigm Capital Management LLC/NV | 1,490 | $272,774.3 | $639,969.9 | $367,195.6 | 134.62% |
Daniel Flack Intrinsic Value Partners LLC | 4,877 | $905,184.29 | $2.1M | $1.2M | 132.09% |
| CB Catherine Bluvol Next Level Private LLC | 4,484 | $925,721.03 | $2M | $1.08M | 116.34% |
Brian Kellett Kellett Wealth Advisors LLC | 499 | $360,777 | $213,821.5 | -$146,955.5 | -40.73% |
Andrew Burkey Joseph Group Capital Management | 294 | $117,376.17 | $131,309.22 | $13,933.05 | 11.87% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,806 | $1.17M | $1.7M | $525,354.3 | 44.73% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,328 | $2.41M | $3.72M | $1.31M | 54.46% |
James Langer Redmont Wealth Advisors LLC | 126 | $23,066.82 | $56,275.38 | $33,208.56 | 143.97% |