| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 9,649 | $441,883.45 | $353,828.83 | -$88,054.62 | -19.93% |
Moises Valladares Insigneo Advisory Services LLC | 9,939 | $295,175.34 | $359,493.63 | $64,318.29 | 21.79% |
John Canning Mi LLCreek Capital Advisors LLC | 7,255 | $299,145.41 | $266,040.85 | -$33,104.56 | -11.07% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 500 | $20,235 | $18,150 | -$2,085 | -10.3% |
Paul B. Ordonio Park Place Capital Corp. | 4,691 | $104,553.26 | $170,887.03 | $66,333.77 | 63.44% |
Kevin Kroskey True Wealth Design LLC | 3 | $121.43 | $107.85 | -$13.58 | -11.18% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 8,662 | $350,551 | $316,249.62 | -$34,301.38 | -9.78% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 20,449 | $501,491 | $751,398.5 | $249,907.5 | 49.83% |
| PIL PFG Investments LLC PFG Investments LLC | 15,594 | $443,254.8 | $572,065.89 | $128,811.09 | 29.06% |
| AW Ariel Weisbard Values Added Financial LLC | 4,910 | $173,199.55 | $176,514.5 | $3,314.95 | 1.91% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 5,429 | $227,941.04 | $195,172.55 | -$32,768.49 | -14.38% |
Staci Compagno Portside Wealth Group, LLC | 31,095 | $822,377.74 | $1.12M | $295,487.51 | 35.93% |
Courtney Holt Compound Planning, Inc. | 28,181 | $1.03M | $1.03M | $5,882.58 | 0.57% |
Katherine Stoner Empower Advisory Group, LLC | 7,509 | $303,341.04 | $269,948.55 | -$33,392.49 | -11.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 35 | $1,416.43 | $1,270.15 | -$146.28 | -10.33% |
Ian Wang Plato Investment Management Ltd | 4,989 | $192,333.65 | $179,354.55 | -$12,979.1 | -6.75% |
Tony Macafee UniSuper Management Pty Ltd | 54,160 | $1.79M | $1.95M | $154,235.6 | 8.6% |
Norden Group LLC NORDEN GROUP LLC | 32,190 | $1.17M | $1.16M | -$10,524.41 | -0.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,466 | $687,245.06 | $590,470.76 | -$96,774.3 | -14.08% |
Mukunda Loprinzi Meketa Capital, LLC | 28,587 | $1.09M | $1.04M | -$57,174 | -5.22% |