| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LC Lison Couture iA Global Asset Management Inc. | 40,463 | $2.24M | $2.17M | -$75,504.3 | -3.37% |
| PIL PFG Investments LLC PFG Investments LLC | 16,646 | $947,504.06 | $891,060.38 | -$56,443.68 | -5.96% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 15,000 | $810,450 | $802,950 | -$7,500 | -0.93% |
| BL Brian Lawrence North Ridge Wealth Advisors Inc. | 427 | $24,322 | $22,857.31 | -$1,464.69 | -6.02% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 9,118 | $549,298.16 | $488,086.54 | -$61,211.62 | -11.14% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 4,125 | $239,353.35 | $220,811.25 | -$18,542.1 | -7.75% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 41 | $2,215.23 | $2,194.73 | -$20.5 | -0.93% |
Alexandra Stickelman Root Financial Partners, LLC | 2,174 | $120,904.1 | $116,374.22 | -$4,529.88 | -3.75% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,785 | $437,313.27 | $416,731.05 | -$20,582.22 | -4.71% |
Staci Compagno Portside Wealth Group, LLC | 5,143 | $301,265.04 | $275,304.79 | -$25,960.25 | -8.62% |
Courtney Holt Compound Planning, Inc. | 11,009 | $657,065.3 | $589,311.77 | -$67,753.53 | -10.31% |
Katherine Stoner Empower Advisory Group, LLC | 4,155 | $226,239.75 | $222,417.15 | -$3,822.6 | -1.69% |
Nemes Rush Group LLC Nemes Rush Group LLC | 476 | $28,250.48 | $25,480.28 | -$2,770.2 | -9.81% |
Ian Wang Plato Investment Management Ltd | 31,729 | $1.83M | $1.7M | -$131,480.97 | -7.19% |
John Shanley Aspect Partners, LLC | 79 | $4,445.31 | $4,228.87 | -$216.44 | -4.87% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 160 | $9,699.2 | $8,564.8 | -$1,134.4 | -11.7% |
KATHLEEN VANORMER UNION SAVINGS BANK | 403 | $23,732.16 | $21,572.59 | -$2,159.57 | -9.1% |
Andrew Wiener Samjo Management, LLC | 8,663 | $478,319.31 | $463,730.39 | -$14,588.92 | -3.05% |
Nancy Smetek Arcataur Capital Management LLC | 7,150 | $424,653.8 | $382,739.5 | -$41,914.3 | -9.87% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,819 | $548,255.73 | $525,611.07 | -$22,644.66 | -4.13% |