| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 4,418 | $547,458 | $424,967.42 | -$122,490.58 | -22.37% |
Alana Parm MORTON COMMUNITY BANK | 33,060 | $3.2M | $3.18M | -$19,145.22 | -0.6% |
| FTM F. Thomas Mosley Mosley Wealth Management | 586 | $56,478.68 | $56,367.34 | -$111.34 | -0.2% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,668 | $593,217.02 | $545,204.92 | -$48,012.1 | -8.09% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,254 | $478,805.69 | $505,382.26 | $26,576.57 | 5.55% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,733 | $167,987.44 | $166,697.27 | -$1,290.17 | -0.77% |
Brandon Hobson Silver Coast Investments LLC | 2,677 | $322,463.09 | $257,500.63 | -$64,962.46 | -20.15% |
Angela Pompian Sunpointe, LLC | 4,141 | $388,377.07 | $398,322.79 | $9,945.72 | 2.56% |
Todd A. Rustman Clarity Capital Partners LLC | 17,669 | $1.6M | $1.7M | $104,247.22 | 6.53% |
Kyle Jones Pineridge Advisors LLC | 668 | $60,421.08 | $64,254.92 | $3,833.84 | 6.35% |
Jay S. Arce Taylor Financial Group, Inc. | 4,471 | $407,891.81 | $430,065.49 | $22,173.68 | 5.44% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 126,354 | $12.15M | $12.15M | $1,794.14 | 0.01% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,148 | $376,503.36 | $302,806.12 | -$73,697.24 | -19.57% |
Ashley Meredith Abel Hall, LLC | 2,929 | $321,669.24 | $281,740.51 | -$39,928.73 | -12.41% |
Erik Roemer GERBER, LLC | 2,778 | $252,851.08 | $267,215.82 | $14,364.74 | 5.68% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 17,832 | $1.78M | $1.72M | -$61,038.25 | -3.44% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,151 | $520,856.2 | $495,474.69 | -$25,381.51 | -4.87% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,035 | $459,355.46 | $388,126.65 | -$71,228.81 | -15.51% |
Douglas E. Morisoli Fairman Group, LLC | 662 | $59,975 | $63,677.78 | $3,702.78 | 6.17% |
Donald O. Dempster DLK Investment Management, LLC | 31,110 | $3.09M | $2.99M | -$96,447.1 | -3.12% |