| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 10,197 | $466,309 | $342,823.14 | -$123,485.86 | -26.48% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 8 | $274.24 | $268.96 | -$5.28 | -1.93% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,350 | $457,243.08 | $415,207 | -$42,036.08 | -9.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,038 | $321,569.14 | $236,617.56 | -$84,951.58 | -26.42% |
| JB Joel Blattner Avaii Wealth Management LLC | 142,563 | $4.26M | $4.79M | $530,356.83 | 12.44% |
Candace Cavalier Congress Wealth Management LLC / DE / | 30,000 | $267,500 | $1.01M | $741,100 | 277.05% |
| SP Shaun Peterson Peterson Wealth Services | 19,936 | $745,867.69 | $670,248.32 | -$75,619.37 | -10.14% |
Bert Miller Miller Wealth Advisors LLC | 480 | $18,129.6 | $16,137.6 | -$1,992 | -10.99% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 42,332 | $1.6M | $1.42M | -$175,677.84 | -10.99% |
| MS Missy Straw Nilsine Partners LLC | 6,000 | $205,680 | $201,720 | -$3,960 | -1.93% |
Michael Byun SageView Advisory Group LLC | 4,420 | $37,304.88 | $148,600.4 | $111,295.52 | 298.34% |
| TK Taro Kuriyama Axq Capita LLP | 14,359 | $492,227 | $482,749.58 | -$9,477.42 | -1.93% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 28 | $1,314.04 | $941.36 | -$372.68 | -28.36% |
David K. Balsdon Harvest Portfolios Group Inc. | 143,764 | $4.03M | $4.83M | $803,762.37 | 19.95% |
Khanthaly Dacanay Chi Co. Wealth RIA | 30,000 | $1.03M | $1.01M | -$19,800 | -1.93% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 16,020 | $650,142.6 | $538,592.4 | -$111,550.2 | -17.16% |
Kevin Zemann WealthPlan Investment Management LLC | 11,082 | $379,890.96 | $372,576.84 | -$7,314.12 | -1.93% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 247 | $9,329.56 | $8,304.14 | -$1,025.42 | -10.99% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 14 | $640.22 | $470.68 | -$169.54 | -26.48% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 78,932 | $2.71M | $2.82M | $110,504.76 | 4.08% |