| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 496 | $13,059.68 | $12,065.2 | -$994.48 | -7.61% |
Daniel Guy Ethos Financial Group LLC | 111,853 | $3.4M | $2.67M | -$725,348.46 | -21.36% |
Belena Vincetti Fortis Capital Advisors LLC | 54,344 | $1.29M | $1.3M | $14,940.46 | 1.16% |
Scott Register Register Financial Advisors LLC | 85,237 | $2.53M | $2.04M | -$484,558.59 | -19.18% |
Amy Ardeel Icon Wealth Advisors LLC | 76,036 | $2.42M | $1.82M | -$596,148.81 | -24.65% |
David Bach River Street Advisors LLC | 56,775 | $1.35M | $1.37M | $23,844.75 | 1.77% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,892 | $221,678 | $213,941.52 | -$7,736.48 | -3.49% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 29,150 | $690,892.88 | $699,162.75 | $8,269.87 | 1.2% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 115,488 | $3.37M | $2.76M | -$605,232.66 | -17.98% |
Driton Bilali Ilex Capital Partners (UK) LLP | 198,141 | $4.7M | $4.79M | $92,135.68 | 1.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 46,953 | $1.23M | $1.12M | -$115,581.15 | -9.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 27,409 | $740,147.67 | $653,978.74 | -$86,168.93 | -11.64% |
Angela Kelley HTLF Bank | 89,027 | $2.46M | $2.14M | -$317,380.97 | -12.9% |
Ann Keitner Quantum Portfolio Management LLC | 1,610 | $38,140.9 | $38,454.85 | $313.95 | 0.82% |
United Advisor Group LLC United Advisor Group, LLC | 21,707 | $617,115.8 | $518,471.69 | -$98,644.11 | -15.98% |
Craig Silberg EVERPAR ADVISORS LLC | 23,175 | $646,536.43 | $555,852.37 | -$90,684.06 | -14.03% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 9,286 | $297,480.25 | $223,978.32 | -$73,501.93 | -24.71% |
Kelly Richert Clayton Financial Group LLC | 1,337 | $32,062 | $32,054.57 | -$7.43 | -0.02% |
Jonathan Chatfield LM Advisors LLC | 27,216 | $670,640.99 | $655,225.23 | -$15,415.76 | -2.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 59,382 | $1.49M | $1.44M | -$58,147.41 | -3.89% |