| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James D. Ackerman Ackerman Asset Management LLC | 1,051 | $378,531.22 | $322,299.66 | -$56,231.56 | -14.86% |
Cole Dimond Caliber Wealth Management LLC / KS | 16,257 | $5.91M | $5.06M | -$846,688.79 | -14.33% |
Patricia Frisch ANB Bank | 8,107 | $3.13M | $2.5M | -$627,115.84 | -20.06% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 1,273 | $463,872.41 | $389,334.32 | -$74,538.09 | -16.07% |
David R. Hess Wealth Management Associates Inc. | 2,160 | $671,472.34 | $674,892 | $3,419.66 | 0.51% |
Nicole Reese WPG Advisers LLC | 500 | $188,699.66 | $154,120 | -$34,579.66 | -18.33% |
QTR Family Wealth LLC QTR Family Wealth LLC | 4,101 | $1.5M | $1.27M | -$220,742.7 | -14.76% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 43 | $14,735.74 | $13,181.65 | -$1,554.09 | -10.55% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 1,181 | $459,397 | $364,621.94 | -$94,775.06 | -20.63% |
| AS Aryn Sands GK Wealth Management LLC | 487 | $172,065.62 | $143,139.04 | -$28,926.58 | -16.81% |
Investment Research Partners LLC Investment Research Partners LLC | 1,631 | $620,437.21 | $509,336.83 | -$111,100.38 | -17.91% |
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 575 | $202,791 | $175,185.26 | -$27,605.74 | -13.61% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 606 | $199,440.36 | $185,687.49 | -$13,752.87 | -6.9% |
Justin Boggs Optima Capital LLC | 1,330 | $516,641.23 | $414,866.9 | -$101,774.33 | -19.7% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 1,204 | $408,557.48 | $369,001.92 | -$39,555.56 | -9.68% |
Birchbrook Inc. Birchbrook Inc. | 637 | $222,990.72 | $198,349.06 | -$24,641.66 | -11.05% |
Steven T. Cox Providence Financial Advisors LLC | 1,809 | $728,715.47 | $552,450.51 | -$176,264.96 | -24.19% |
Horan Wealth LLC Horan Wealth LLC | 29,158 | $10.27M | $9.15M | -$1.12M | -10.86% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 1,366 | $513,547.67 | $419,197.96 | -$94,349.71 | -18.37% |
Warner Group LLC Warner Group LLC | 2,427 | $900,398.39 | $754,505.76 | -$145,892.63 | -16.2% |