| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 184,198 | $9.77M | $8.83M | -$934,771.67 | -9.57% |
David B. Short Investments & Financial Planning LLC | 13,955 | $752,099.02 | $667,328.1 | -$84,770.92 | -11.27% |
Penny A. Phillips Journey Strategic Wealth LLC | 27,565 | $1.34M | $1.32M | -$27,786.72 | -2.07% |
Caroline Jankowski Operose Advisors LLC | 841 | $40,729.63 | $40,216.62 | -$513.01 | -1.26% |
Ana-Maria Ignat Covestor Ltd | 261 | $12,565.75 | $12,514.95 | -$50.8 | -0.4% |
Kathryn Brown Morton Brown Family Wealth LLC | 256,559 | $12.55M | $12.26M | -$291,923.91 | -2.33% |
John Gorlow Cardiff Park Advisors LLC | 5,102 | $247,089.86 | $243,467.44 | -$3,622.42 | -1.47% |
| HKM Heather K. Mellem P/E Global LLC | 1.04M | $50.99M | $49.61M | -$1.38M | -2.71% |
Gery Sadzewicz Forum Private Client Group LLC | 188,617 | $9.29M | $9.02M | -$270,755.55 | -2.91% |
Samantha Pierangeli City State Bank | 135,179 | $6.55M | $6.46M | -$89,454.87 | -1.37% |
Randy D. Kurtz Upper Left Wealth Management LLC | 160,232 | $7.81M | $7.65M | -$154,037.03 | -1.97% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 11,983 | $585,311.2 | $572,427.91 | -$12,883.29 | -2.2% |
Taylor Fairman Eagle Rock Investment Company LLC | 19,262 | $940,281.87 | $920,145.74 | -$20,136.13 | -2.14% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 20,342 | $983,260.78 | $970,720.24 | -$12,540.54 | -1.28% |
| FCI Family CFO Inc Family CFO Inc | 7,213 | $348,636.11 | $344,565.01 | -$4,071.1 | -1.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 7,677 | $413,334.08 | $366,730.29 | -$46,603.79 | -11.28% |
Michelle McCarthy Vantage Financial Partners LLC | 10,305 | $517,921.44 | $492,269.85 | -$25,651.59 | -4.95% |
Paul Elam Oak Harbor Wealth Partners LLC | 31,267 | $1.51M | $1.5M | -$13,033.46 | -0.86% |
| LWL Leo Wealth LLC Leo Wealth LLC | 28,577 | $1.38M | $1.37M | -$16,449.09 | -1.19% |
William Jollie Quent Capital LLC | 127 | $6,135.83 | $6,089.65 | -$46.18 | -0.75% |