| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James M. Perkins Quantum Private Wealth LLC | 11,544 | $4.54M | $3.83M | -$707,061.76 | -15.58% |
Angela Cox W Advisors LLC | 2,098 | $836,443.12 | $696,452.06 | -$139,991.06 | -16.74% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 586 | $206,670.47 | $206,230.98 | -$439.49 | -0.21% |
Kevin Zemann WealthPlan Investment Management LLC | 16,946 | $5.75M | $5.63M | -$121,348.24 | -2.11% |
Vito Collacuro Sutton Place Investors LLC | 796 | $305,298.76 | $281,099.45 | -$24,199.31 | -7.93% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,156 | $429,323.68 | $383,745.75 | -$45,577.93 | -10.62% |
Benjamin Cauley Carr Financial Group Corp. | 2,662 | $859,876.22 | $940,058.71 | $80,182.49 | 9.32% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,691 | $639,861.25 | $561,344.34 | -$78,516.91 | -12.27% |
David W. Chenet Presidio Capital Management LLC | 585 | $232,335.17 | $194,196.59 | -$38,138.58 | -16.42% |
| TL Tradewinds LLC Tradewinds LLC | 2,235 | $891,184.46 | $741,930.58 | -$149,253.88 | -16.75% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,029 | $1.3M | $1.34M | $36,351.83 | 2.79% |
Nolan Baker Retirement Guys Formula LLC | 6,308 | $2.34M | $2.09M | -$245,096.42 | -10.48% |
Brad Saenz Coastwise Capital Group LLC | 1,537 | $562,980.57 | $510,222.5 | -$52,758.07 | -9.37% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 8,505 | $2.51M | $2.82M | $316,249.75 | 12.61% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,506 | $789,037.39 | $831,891.73 | $42,854.34 | 5.43% |
| MK Malinda Khauv Cercano Management LLC | 23,444 | $8.19M | $7.78M | -$406,810.03 | -4.97% |
Lori Fernicola Castle Wealth Management LLC | 873 | $271,873.36 | $289,801.07 | $17,927.71 | 6.59% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 728 | $232,485.05 | $241,666.87 | $9,181.82 | 3.95% |
William Cantus Pacific Sage Partners LLC | 5,577 | $1.76M | $1.97M | $206,598.43 | 11.72% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 49,348 | $16.07M | $17.37M | $1.3M | 8.07% |