| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DD Donald Davey Disciplined Equity Management Inc. | 58,030 | $1.65M | $1.5M | -$147,585.2 | -8.96% |
Ana-Maria Ignat Covestor Ltd | 413 | $9,288.37 | $10,457.16 | $1,168.79 | 12.58% |
Samantha Pierangeli City State Bank | 243 | $5,892.75 | $6,281.55 | $388.8 | 6.6% |
| TA Thomas Anderton 626 Financial LLC | 23,003 | $715,578.73 | $594,627.55 | -$120,951.18 | -16.9% |
W. Travis McKinney HB Wealth Management LLC | 15,004 | $419,064.17 | $387,853.4 | -$31,210.77 | -7.45% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $30.71 | $25.85 | -$4.86 | -15.83% |
William Jollie Quent Capital LLC | 3,173 | $77,083.49 | $80,340.36 | $3,256.87 | 4.23% |
Jonathan Straus Commons Capital LLC | 40,858 | $965,065.96 | $1.06M | $91,113.34 | 9.44% |
Stephen Dunnaway Brown Shipley& Co Ltd | 3,169 | $74,842.36 | $81,918.65 | $7,076.29 | 9.45% |
Dalila Toledo Ascent Group LLC | 17,064 | $444,346.56 | $441,104.4 | -$3,242.16 | -0.73% |
| EM Erin Mccann Simplicity Wealth LLC | 20,529 | $472,366.67 | $511,480.03 | $39,113.36 | 8.28% |
| KB Kimberly Byrne Bill Few Associates Inc. | 91,984 | $2.92M | $2.38M | -$545,874.34 | -18.67% |
Taro Kuriyama Axq Capita LLP | 63,571 | $1.5M | $1.58M | $82,324.46 | 5.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 73 | $2,200.25 | $1,887.05 | -$313.2 | -14.23% |
| BPN Brent P. Nicks Strategic Planning Inc. | 277,613 | $8.41M | $7.18M | -$1.23M | -14.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 26,691 | $975,332.9 | $689,962.35 | -$285,370.55 | -29.26% |
Gary M. Coon Finer Wealth Management Inc. | 14,564 | $507,097.98 | $376,479.4 | -$130,618.58 | -25.76% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 187,609 | $4.33M | $5M | $670,364.55 | 15.49% |
CJ Harrison DecisionPoint Financial LLC | 18 | $425.16 | $479.52 | $54.36 | 12.79% |
| JG John Ginter Callan Family Office LLC | 13,762 | $330,911.04 | $343,086.66 | $12,175.62 | 3.68% |