| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,000 | $226,810 | $146,690 | -$80,120 | -35.32% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,148 | $458,591.95 | $304,017.18 | -$154,574.77 | -33.71% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 1,431 | $320,615.78 | $201,613.59 | -$119,002.19 | -37.12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 343 | $76,680.31 | $46,977.28 | -$29,703.03 | -38.74% |
Darby Barncord Martin Capital Advisors LLP | 4,068 | $477,435.32 | $557,153.32 | $79,718 | 16.7% |
| HC Harry Cowley Stonegate Investment Group LLC | 2,345 | $280,552.78 | $341,408.55 | $60,855.77 | 21.69% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5 | $1,144.2 | $712 | -$432.2 | -37.77% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 10 | $2,148.5 | $1,471.4 | -$677.1 | -31.52% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 396 | $59,931.72 | $57,471.48 | -$2,460.24 | -4.11% |
Kimberly Foster Laraway Financial Advisors Inc. | 2,146 | $247,948.07 | $314,796.74 | $66,848.67 | 26.96% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,250 | $143,737.5 | $183,925 | $40,187.5 | 27.96% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 37,023 | $4.84M | $5.34M | $497,536.78 | 10.28% |
Ana-Maria Ignat Covestor Ltd | 34 | $7,069.15 | $4,788.56 | -$2,280.59 | -32.26% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,832 | $1.32M | $1.57M | $251,226.6 | 18.98% |
Bill McVay Red Tortoise LLC | 15 | $3,333.3 | $2,178.67 | -$1,154.63 | -34.64% |
Samantha Pierangeli City State Bank | 25 | $3,007.25 | $3,601.5 | $594.25 | 19.76% |
| MWM Marion Wealth Management Marion Wealth Management | 4,178 | $952,449.67 | $612,787.26 | -$339,662.41 | -35.66% |
W. Travis McKinney HB Wealth Management LLC | 2,064 | $454,530.78 | $290,693.76 | -$163,837.02 | -36.05% |
| LF Lukas Feh LGT Group Foundation | 16,890 | $3.38M | $2.48M | -$902,556.92 | -26.68% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 15,186 | $3.12M | $2.23M | -$885,225.46 | -28.38% |