| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 288,277 | $20.92M | $20.41M | -$508,889.87 | -2.43% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,560 | $261,329 | $252,083.6 | -$9,245.4 | -3.54% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,091 | $441,042.1 | $431,599.73 | -$9,442.37 | -2.14% |
| MRC Martin R. Curiel MYECFO, LLC | 9,685 | $702,155.66 | $686,666.5 | -$15,489.16 | -2.21% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,349 | $1.13M | $1.09M | -$40,462.47 | -3.59% |
Bradley H. Owens LJI Wealth Management, LLC | 3,814 | $282,507.75 | $270,412.6 | -$12,095.15 | -4.28% |
Carrie Miller Trellis Wealth Advisors LLC | 202,849 | $14.86M | $14.36M | -$500,558.65 | -3.37% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 117,640 | $8.6M | $8.33M | -$271,141.41 | -3.15% |
Lars Phillips RAM Investment Partners, LLC | 4,759 | $346,517.37 | $336,984.79 | -$9,532.58 | -2.75% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,069 | $225,969.59 | $217,453.99 | -$8,515.6 | -3.77% |
Alisha Arvold Christopher J. Hasenberg, Inc | 77,092 | $5.66M | $5.47M | -$196,045.61 | -3.46% |
John Hayes LongView Wealth Management | 4,244 | $311,181.02 | $300,899.6 | -$10,281.42 | -3.3% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 733,304 | $55.92M | $51.93M | -$3.99M | -7.14% |
Andrew Halac Talon Private Wealth, LLC | 37,694 | $2.75M | $2.67M | -$80,740.99 | -2.93% |
Andrew Parsons Corrigan Financial, Inc. | 404,948 | $31.26M | $28.68M | -$2.59M | -8.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 763,071 | $56.15M | $53.72M | -$2.43M | -4.33% |
Anthony Moeller MN Wealth Advisors, LLC | 16,379 | $1.2M | $1.16M | -$44,532.48 | -3.7% |
Christine C. Devocelle University of Illinois Foundation | 217,500 | $15.97M | $15.4M | -$563,325 | -3.53% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 4,075 | $299,145.75 | $288,642.03 | -$10,503.72 | -3.51% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 353,297 | $25.79M | $24.98M | -$805,395.02 | -3.12% |