| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Foster Laraway Financial Advisors Inc. | 1,479 | $203,216.79 | $147,101.34 | -$56,115.45 | -27.61% |
Clint Dunn Beaird Harris Wealth Management LLC | 4 | $542.48 | $397.84 | -$144.64 | -26.66% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,674 | $295,982.44 | $265,956.04 | -$30,026.4 | -10.14% |
Ana-Maria Ignat Covestor Ltd | 1,084 | $121,334.82 | $113,093.72 | -$8,241.1 | -6.79% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 5,530 | $625,237.35 | $550,013.8 | -$75,223.55 | -12.03% |
Samantha Pierangeli City State Bank | 100 | $11,685 | $9,946 | -$1,739 | -14.88% |
W. Travis McKinney HB Wealth Management LLC | 6,719 | $820,679.59 | $668,271.74 | -$152,407.85 | -18.57% |
William Jollie Quent Capital LLC | 723 | $79,023.03 | $75,430.59 | -$3,592.44 | -4.55% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 8,077 | $890,570.02 | $803,338.42 | -$87,231.6 | -9.8% |
Ed West Values First Advisors Inc. | 19,346 | $1.88M | $1.92M | $39,659.3 | 2.1% |
Taro Kuriyama Axq Capita LLP | 19,986 | $2.02M | $2.06M | $44,358.14 | 2.2% |
Katie Christensen iSAM Funds UKK) Ltd | 8,555 | $963,806 | $850,880.3 | -$112,925.7 | -11.72% |
Patricia A. Thompson Leeward Investments LLC - MA | 134,268 | $11.77M | $13.35M | $1.59M | 13.5% |
CJ Harrison DecisionPoint Financial LLC | 2 | $192 | $204.59 | $12.59 | 6.56% |
Rachel Faulk Cape Investment Advisory Inc. | 724 | $68,570 | $74,781.96 | $6,211.96 | 9.06% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 52,563 | $4.9M | $5.23M | $325,928.78 | 6.65% |
Drew Phillips Fortitude Family Office LLC | 62 | $7,228.09 | $6,166.52 | -$1,061.57 | -14.69% |
Brian Matter Creative Capital Management Investments LLC | 19 | $1,850.79 | $1,889.74 | $38.95 | 2.1% |
Jeffrey D. Munjack JDM Financial Group LLC | 25 | $2,816.5 | $2,486.5 | -$330 | -11.72% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,642 | $344,946 | $362,233.32 | $17,287.32 | 5.01% |