| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 4,485 | $470,149.35 | $431,412.15 | -$38,737.2 | -8.24% |
Penny A. Phillips Journey Strategic Wealth LLC | 18,046 | $1.92M | $1.74M | -$189,125.72 | -9.82% |
Russell Kartub Insight Inv LLC | 13,911 | $1.74M | $1.34M | -$397,963.81 | -22.92% |
Lisa Cooper Figure 8 Investment Strategies LLC | 18,680 | $1.97M | $1.96M | -$7,094.38 | -0.36% |
G. Adam Parmer Enhancing Capital LLC | 10,000 | $1.55M | $961,900 | -$587,000 | -37.9% |
Tyler Glazier New Millennium Group LLC | 10 | $1,145 | $961.9 | -$183.1 | -15.99% |
Caroline Jankowski Operose Advisors LLC | 578 | $53,461.74 | $55,597.82 | $2,136.08 | 4% |
Tracy A. Zullo Zullo Investment Group Inc. | 5,429 | $510,717.31 | $522,215.51 | $11,498.2 | 2.25% |
Joshua Moeller Hill Island Financial LLC | 2,329 | $254,122.24 | $224,026.51 | -$30,095.73 | -11.84% |
Ana-Maria Ignat Covestor Ltd | 291 | $26,298.21 | $30,528.81 | $4,230.6 | 16.09% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,222 | $133,075.7 | $117,544.18 | -$15,531.52 | -11.67% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 2,633 | $400,515.03 | $253,268.27 | -$147,246.76 | -36.76% |
John Gorlow Cardiff Park Advisors LLC | 2,283 | $350,994.38 | $219,601.77 | -$131,392.61 | -37.43% |
Stefan Demuth Ameliora Wealth Management Ltd. | 5,063 | $528,680.87 | $487,009.97 | -$41,670.9 | -7.88% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,688 | $822,731.24 | $643,318.72 | -$179,412.52 | -21.81% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 13,525 | $1.61M | $1.3M | -$310,629.23 | -19.27% |
| CB Catherine Bluvol Next Level Private LLC | 2,102 | $202,317.5 | $202,191.38 | -$126.12 | -0.06% |
Andrew Burkey Joseph Group Capital Management | 563 | $60,969.9 | $57,290.88 | -$3,679.02 | -6.03% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,034 | $723,402.99 | $676,600.46 | -$46,802.53 | -6.47% |
Kathleen Thornhill Confluence Wealth Services Inc. | 12,406 | $1.38M | $1.19M | -$184,773.28 | -13.41% |