| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David D. Jones Applied Finance Capital Management LLC | 56,870 | $922,965.8 | $884,897.2 | -$38,068.6 | -4.12% |
Kevin Kroskey True Wealth Design LLC | 671 | $11,896.92 | $10,299.85 | -$1,597.07 | -13.42% |
David Kronour Kapstone Financial Advisors LLC | 40,122 | $565,720.2 | $624,298.32 | $58,578.12 | 10.35% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 1.14M | $19.92M | $17.42M | -$2.5M | -12.55% |
| PIL PFG Investments LLC PFG Investments LLC | 16,833 | $246,825.9 | $258,470.71 | $11,644.81 | 4.72% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 179,615 | $3.18M | $2.77M | -$419,401.08 | -13.17% |
Scott Boyce Decker Retirement Planning Inc. | 488 | $7,939.8 | $7,490.8 | -$449 | -5.66% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 445 | $7,296.51 | $6,832.97 | -$463.54 | -6.35% |
Gregory Bosch Strategies Wealth Advisors, LLC | 11,948 | $206,351.61 | $186,687.5 | -$19,664.11 | -9.53% |
Jorge Paganin Abacus Wealth Partners, LLC | 17,120 | $273,522.67 | $263,391.2 | -$10,131.47 | -3.7% |
Staci Compagno Portside Wealth Group, LLC | 10,851 | $192,389 | $166,291.57 | -$26,097.43 | -13.56% |
Courtney Holt Compound Planning, Inc. | 15,304 | $239,507.75 | $235,222.48 | -$4,285.27 | -1.79% |
Nemes Rush Group LLC Nemes Rush Group LLC | 163 | $2,651.99 | $2,494.71 | -$157.28 | -5.93% |
Scott Kapusta First County Bank /CT/ | 36,038 | $468,044.23 | $559,670.14 | $91,625.91 | 19.58% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,471 | $139,984.28 | $145,379.85 | $5,395.57 | 3.85% |
Bradley H. Owens LJI Wealth Management, LLC | 23,647 | $386,361.37 | $369,484.37 | -$16,877 | -4.37% |
Norden Group LLC NORDEN GROUP LLC | 11,343 | $201,117 | $174,341.91 | -$26,775.09 | -13.31% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 205,170 | $3.5M | $3.14M | -$356,786.71 | -10.19% |
| AA Andrew Alkon EntryPoint Capital, LLC | 101,010 | $1.79M | $1.55M | -$238,888.35 | -13.34% |
| BF Brian Falahee Delta Global Management LP | 483,192 | $7.56M | $7.52M | -$45,903.14 | -0.61% |