| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 14 | $997.99 | $901.18 | -$96.81 | -9.7% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 18,383 | $1.3M | $1.2M | -$103,472.41 | -7.94% |
Syon Capital LLC SYON CAPITAL LLC | 5,486 | $319,505.95 | $356,754.58 | $37,248.63 | 11.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,473 | $493,014.65 | $416,667.01 | -$76,347.64 | -15.49% |
Ann Keitner Quantum Portfolio Management LLC | 13,236 | $997,893.48 | $851,008.62 | -$146,884.86 | -14.72% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8 | $442 | $518.92 | $76.92 | 17.4% |
Taylor Wagner Valued Wealth Advisors LLC | 72 | $6,082.29 | $4,633.2 | -$1,449.09 | -23.82% |
Darin Sadow Freestone Grove Partners LP | 25,623 | $1.87M | $1.66M | -$211,133.61 | -11.28% |
Curtis Burkholder Bare Financial Services, Inc | 40 | $2,857.34 | $2,625.2 | -$232.14 | -8.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,022 | $206,337.01 | $187,092.02 | -$19,244.99 | -9.33% |
Matthew Stead Sachetta, LLC | 113 | $9,416.77 | $7,326.92 | -$2,089.85 | -22.19% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 4,000 | $335,280 | $260,720 | -$74,560 | -22.24% |
Alan Gilmore Private Wealth Management Group, LLC | 94 | $5,193 | $6,168.28 | $975.28 | 18.78% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,842 | $1.76M | $1.3M | -$461,089.01 | -26.15% |
Angela Mari Abich Financial Wealth Management LLC | 1,926 | $121,800 | $124,284.78 | $2,484.78 | 2.04% |
Corey Saft Sivia Capital Partners, LLC | 3,146 | $230,131.32 | $202,287.8 | -$27,843.52 | -12.1% |
Ashley Meredith Abel Hall, LLC | 2,928 | $213,041.67 | $189,895.44 | -$23,146.23 | -10.86% |
Ian Jameson American Capital Advisory, LLC | 3 | $166 | $195.94 | $29.94 | 18.04% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,954 | $772,908.55 | $718,911.02 | -$53,997.53 | -6.99% |
Michael D. Kim Marathon Strategic Advisors, LLC | 5,500 | $347,820 | $357,775 | $9,955 | 2.86% |