| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 185 | $217,349.1 | $183,203.65 | -$34,145.45 | -15.71% |
Larry Herold Herold Advisors Inc. | 795 | $413,441.08 | $787,280.53 | $373,839.45 | 90.42% |
Alexander Eichhorn Tanager Wealth Management LLP | 199 | $233,797.14 | $197,067.71 | -$36,729.43 | -15.71% |
| AB Andrew Blass Atlantic Private Wealth LLC | 8 | $4,357.62 | $7,926.8 | $3,569.18 | 81.91% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,126 | $3.35M | $5.08M | $1.73M | 51.52% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 515 | $519,296.7 | $509,999.34 | -$9,297.36 | -1.79% |
Christopher Davis Burns Matteson Capital Management LLC | 452 | $403,631.14 | $447,611.07 | $43,979.93 | 10.9% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,152 | $531,415.55 | $1.14M | $609,398.51 | 114.67% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,807 | $2.93M | $2.92M | -$13,762.97 | -0.47% |
Kea Molnar Cromwell Holdings LLC | 814 | $144,032.96 | $806,096.04 | $662,063.08 | 459.66% |
Rebecca Loeffler Corus Family Wealth Advisors | 335 | $208,401.42 | $331,747.14 | $123,345.72 | 59.19% |
| MR Michael Ryan Whelan Financial | 343 | $213,094.8 | $339,669.46 | $126,574.66 | 59.4% |
Nancy Williamson Helen Stephens Group LLC | 247 | $290,190.42 | $244,601.63 | -$45,588.79 | -15.71% |
David Spratt Badgley Phelps Wealth Managers LLC | 13,498 | $12.71M | $13.37M | $656,472.7 | 5.16% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,720 | $1.36M | $1.7M | $345,616.82 | 25.46% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 4,823 | $2.89M | $4.78M | $1.88M | 65.19% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 3,499 | $3.05M | $3.47M | $410,747.54 | 13.45% |
Nathan C. Goodman Family Investment Center Inc. | 1,068 | $1.1M | $1.06M | -$44,158.63 | -4.01% |
| RE Rod Ehrlich Wayfinding Financial LLC | 306 | $268,315.24 | $318,209.4 | $49,894.16 | 18.6% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 278 | $242,666.2 | $295,583.5 | $52,917.3 | 21.81% |