| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Presper Financial Architects LLC Presper Financial Architects LLC | 2,124 | $263,258.19 | $204,307.56 | -$58,950.63 | -22.39% |
| RM Rich Mowrer Brookwood Investment Group LLC | 6,747 | $712,641.35 | $648,993.93 | -$63,647.42 | -8.93% |
Cole Dimond Caliber Wealth Management LLC / KS | 6,070 | $655,284.95 | $583,873.3 | -$71,411.65 | -10.9% |
Patricia Frisch ANB Bank | 15,174 | $1.68M | $1.46M | -$224,020.12 | -13.31% |
David R. Hess Wealth Management Associates Inc. | 4,581 | $509,381.18 | $440,646.39 | -$68,734.79 | -13.49% |
Nicole Reese WPG Advisers LLC | 365 | $39,510.69 | $38,208.2 | -$1,302.49 | -3.3% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 2,902 | $348,218.26 | $279,143.38 | -$69,074.88 | -19.84% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 43 | $4,947.49 | $4,136.17 | -$811.32 | -16.4% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 4,104 | $370,623.33 | $394,763.76 | $24,140.43 | 6.51% |
| AS Aryn Sands GK Wealth Management LLC | 4,097 | $394,271 | $394,090.43 | -$180.57 | -0.05% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 3,381 | $373,354.67 | $325,218.39 | -$48,136.28 | -12.89% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 6,748 | $752,024.02 | $649,090.12 | -$102,933.9 | -13.69% |
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 6,200 | $749,565.7 | $650,349 | -$99,216.7 | -13.24% |
Birchbrook Inc. Birchbrook Inc. | 9,451 | $853,330.91 | $909,091.69 | $55,760.78 | 6.53% |
Luis A. Galdamez Valtrion Capital Management LLC | 4,884 | $543,635.69 | $469,791.96 | -$73,843.73 | -13.58% |
Horan Wealth LLC Horan Wealth LLC | 2,291 | $284,122.81 | $220,371.29 | -$63,751.52 | -22.44% |
| ML Maseco LLP Maseco LLP | 148 | $15,845.69 | $15,060.48 | -$785.21 | -4.96% |
| MKG Masterinvest Kapitalanlage GmbH Masterinvest Kapitalanlage GmbH | 45,007 | $5.49M | $4.33M | -$1.16M | -21.2% |
Mikhail Shilshtut Limestone Investment Advisors LP | 32,923 | $3.37M | $3.17M | -$207,804.3 | -6.16% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 301 | $37,374 | $28,953.19 | -$8,420.81 | -22.53% |