| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 11,925 | $700,713 | $628,841.02 | -$71,871.98 | -10.26% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,947 | $578,593.21 | $630,001.15 | $51,407.94 | 8.88% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 792 | $35,328.74 | $41,764.54 | $6,435.8 | 18.22% |
| AC Adam Claypool First Community Trust Na | 1,500 | $88,140 | $78,870 | -$9,270 | -10.52% |
| RR rosemary richard WCG Wealth Advisors LLC | 63,630 | $3.7M | $3.31M | -$383,828.08 | -10.38% |
| YA Yinka Akinsola Blue Trust Inc. | 164 | $9,636.64 | $8,648.21 | -$988.43 | -10.26% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,600 | $693,257.31 | $722,976 | $29,718.69 | 4.29% |
Bobby Adusumilli SJS Investment Consulting Inc. | 184 | $10,811.84 | $9,783.28 | -$1,028.56 | -9.51% |
Jacob B. Rue Shore Point Advisors LLC | 5,205 | $285,728.48 | $274,147.35 | -$11,581.13 | -4.05% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 500 | $24,215 | $26,302.5 | $2,087.5 | 8.62% |
Samuel Miller Kraft, Davis & Associates LLC | 7,540 | $442,413.52 | $400,901.8 | -$41,511.72 | -9.38% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 93 | $4,503.99 | $4,845.3 | $341.31 | 7.58% |
Kevin Zemann WealthPlan Investment Management LLC | 17,980 | $816,282.32 | $948,139.34 | $131,857.02 | 16.15% |
David Hunter Horizons Wealth Management | 280 | $12,489.96 | $14,903 | $2,413.04 | 19.32% |
Moises Valladares Insigneo Advisory Services LLC | 6,345 | $364,566.44 | $331,970.4 | -$32,596.04 | -8.94% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 77,246 | $3.45M | $4.07M | $621,289.79 | 18.03% |
Bradley Harsch Strategic Advocates LLC | 1 | $58.97 | $52.64 | -$6.33 | -10.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,852 | $343,263.06 | $361,326.52 | $18,063.46 | 5.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 200 | $11,778 | $10,504 | -$1,274 | -10.82% |
James Rankin Modern Wealth Management, LLC | 11,058 | $589,312.06 | $588,119.73 | -$1,192.33 | -0.2% |