| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 508 | $8,606.19 | $7,797.8 | -$808.39 | -9.39% |
David Millar Gen-Wealth Partners Inc | 2,900 | $42,651.65 | $44,558.5 | $1,906.85 | 4.47% |
Michael Dziura Westfuller Advisors, LLC | 647 | $11,279.36 | $9,928.21 | -$1,351.15 | -11.98% |
Winfried Buchbauer Erste Asset Management GmbH | 4,070 | $61,376 | $62,657.65 | $1,281.65 | 2.09% |
| NCG Noah C Goldberg Jain Global LLC | 704,895 | $11.03M | $10.82M | -$211,468.43 | -1.92% |
Beth Steinhaus Breakwater Investment Management | 1 | $17.36 | $15.39 | -$1.97 | -11.35% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 2,540 | $41,858.94 | $39,535.1 | -$2,323.84 | -5.55% |
Bruce Barton Parkworth Wealth Management, Inc. | 49 | $801.12 | $750.68 | -$50.44 | -6.3% |
Kara Lilian Lynx Investment Advisory | 34,991 | $470,445.87 | $542,535.45 | $72,089.58 | 15.32% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 22,697 | $389,472 | $348,625.92 | -$40,846.08 | -10.49% |
Carmen McClennon WR Wealth Planners, LLC | 20,000 | $223,999.76 | $308,200 | $84,200.24 | 37.59% |
Nathan Edwards IMG Wealth Management, Inc. | 36 | $603.27 | $554.22 | -$49.05 | -8.13% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 15,050 | $239,897.18 | $230,641.25 | -$9,255.93 | -3.86% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,707 | $46,309.93 | $41,593.05 | -$4,716.88 | -10.19% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 126,417 | $2.06M | $1.94M | -$116,588.14 | -5.67% |
Jesper Bonnivier Avanza Fonder AB | 236,108 | $3.75M | $3.62M | -$134,060.61 | -3.57% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,237 | $21,932 | $18,941.93 | -$2,990.07 | -13.63% |
Taryn Anderson YANKCOM Partnership | 58,233 | $968,135.96 | $893,876.55 | -$74,259.41 | -7.67% |
Matthew Riley Hickory Point Bank & Trust | 3,293 | $51,535 | $50,432.29 | -$1,102.71 | -2.14% |
Code Waechter LLC Code Waechter LLC | 20,789 | $329,806.66 | $321,813.72 | -$7,992.94 | -2.42% |