| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ralph Antolino, Jr AA Financial Advisors, LLC | 42,282 | $2.19M | $2.15M | -$41,569.9 | -1.9% |
Thaddeus Gilliam Verisail Partners, LLC | 13,427 | $697,893.4 | $681,554.52 | -$16,338.88 | -2.34% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 258,358 | $13.26M | $13.16M | -$97,229.27 | -0.73% |
Taylor Faw Strathmore Capital Advisors, Inc. | 17,625 | $920,916.69 | $899,580 | -$21,336.69 | -2.32% |
Daniel Andersen Parkshore Wealth Management, Inc. | 235,814 | $12.23M | $12.04M | -$193,572.05 | -1.58% |
Bruce Barton Parkworth Wealth Management, Inc. | 2,506 | $127,674.45 | $127,204.56 | -$469.89 | -0.37% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 4,666 | $239,515.32 | $237,715.9 | -$1,799.42 | -0.75% |
von Borstel & Associates Inc. von Borstel & Associates Inc. | 34,250 | $1.78M | $1.74M | -$38,275.93 | -2.15% |
Kathleen Schroeder Babb Wealth Advisors LLC | 28,869 | $1.48M | $1.47M | -$15,146.55 | -1.02% |
Kay Dee Cole Clarity Wealth Development LLC | 72,072 | $3.76M | $3.66M | -$97,297.28 | -2.59% |
Lyn Dippel Curio Wealth LLC | 21,108 | $1.11M | $1.08M | -$27,915.23 | -2.53% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 110,544 | $5.7M | $5.61M | -$85,951.47 | -1.51% |
Citrine Capital LLC Citrine Capital LLC | 164,174 | $8.4M | $8.33M | -$65,048.67 | -0.77% |
| TJ Tyler Johnson Wealth Advisors Northwest LLC | 21,157 | $1.09M | $1.07M | -$18,625.33 | -1.7% |
| LC Linde Carroll Momentous Wealth Management Inc. | 189,457 | $9.7M | $9.64M | -$65,897.93 | -0.68% |
| RFL Rossby Financial LLC Rossby Financial LLC | 8,660 | $453,960.68 | $439,581.6 | -$14,379.08 | -3.17% |
| KV Katherine Vessenes Vestment Financial LLC | 11,989 | $615,438.67 | $608,561.64 | -$6,877.03 | -1.12% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,140 | $59,030.27 | $58,185.6 | -$844.67 | -1.43% |
Aspen Capital Management LLC Aspen Capital Management LLC | 7,939 | $414,200.66 | $402,983.64 | -$11,217.02 | -2.71% |
| ML Maseco LLP Maseco LLP | 1.92M | $100.73M | $97.59M | -$3.13M | -3.11% |