| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 354 | $61,077.23 | $65,369.64 | $4,292.41 | 7.03% |
Jonathan Chatfield LM Advisors LLC | 1,994 | $415,393.95 | $368,212.04 | -$47,181.91 | -11.36% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,595 | $760,707.92 | $663,852.7 | -$96,855.22 | -12.73% |
Alan Gilmore Private Wealth Management Group, LLC | 1,177 | $261,211.85 | $222,135.21 | -$39,076.64 | -14.96% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 1,770 | $342,916.82 | $326,848.2 | -$16,068.62 | -4.69% |
David Novak Novak & Powell Financial Services, Inc. | 5,913 | $1.54M | $1.1M | -$438,345.35 | -28.44% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 51 | $10,150 | $9,417.66 | -$732.34 | -7.22% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,357 | $291,787.29 | $254,505.35 | -$37,281.94 | -12.78% |
Dana Zucker Gray Foundation | 26,400 | $5.73M | $4.87M | -$857,472 | -14.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 118,807 | $28.03M | $22.42M | -$5.61M | -20.01% |
Angela Mari Abich Financial Wealth Management LLC | 1,047 | $225,974 | $193,339.02 | -$32,634.98 | -14.44% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 13,319 | $3.03M | $2.46M | -$574,547.64 | -18.94% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,839 | $1.44M | $1.29M | -$149,375.43 | -10.4% |
| FTM F. Thomas Mosley Mosley Wealth Management | 733 | $145,888.99 | $137,261.58 | -$8,627.41 | -5.91% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,138 | $1.45M | $1.33M | -$118,084.77 | -8.15% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,670 | $431,892.46 | $308,382.2 | -$123,510.26 | -28.6% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 817 | $149,920.99 | $153,056.78 | $3,135.79 | 2.09% |
Corey Saft Sivia Capital Partners, LLC | 12,600 | $2.73M | $2.33M | -$400,806 | -14.69% |
Lynda Bartsch Chaney Capital Management, Inc. | 2,452 | $619,917.09 | $457,935.52 | -$161,981.57 | -26.13% |
Angela Pompian Sunpointe, LLC | 1,358 | $245,213.24 | $250,768.28 | $5,555.04 | 2.27% |