| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,080 | $63,967.83 | $61,268.4 | -$2,699.43 | -4.22% |
Kathryn Brown Morton Brown Family Wealth LLC | 7 | $388.71 | $404.18 | $15.47 | 3.98% |
Andrew Burkey Joseph Group Capital Management | 74,671 | $4.93M | $4.28M | -$654,266.14 | -13.26% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,784 | $706,343.77 | $674,398.32 | -$31,945.45 | -4.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,605 | $853,048.3 | $843,292.7 | -$9,755.6 | -1.14% |
James Langer Redmont Wealth Advisors LLC | 92 | $6,599.16 | $5,312.08 | -$1,287.08 | -19.5% |
Gery Sadzewicz Forum Private Client Group LLC | 5,018 | $235,878.7 | $281,309.09 | $45,430.39 | 19.26% |
Samantha Pierangeli City State Bank | 1,116 | $59,992.08 | $64,437.84 | $4,445.76 | 7.41% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 19,579 | $1.15M | $1.13M | -$14,969.49 | -1.31% |
W. Travis McKinney HB Wealth Management LLC | 25,849 | $1.56M | $1.49M | -$66,480.23 | -4.26% |
| LF Lukas Feh LGT Group Foundation | 3,800 | $211,014 | $214,624 | $3,610 | 1.71% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 31,959 | $1.48M | $1.85M | $370,247.07 | 25.1% |
Jeremy Baltz Raleigh Capital Management Inc. | 620 | $35,873.95 | $35,798.8 | -$75.15 | -0.21% |
William Jollie Quent Capital LLC | 10,785 | $522,092.42 | $611,833.05 | $89,740.63 | 17.19% |
Missy Straw Nilsine Partners LLC | 247,802 | $12.41M | $14.31M | $1.89M | 15.26% |
Dalila Toledo Ascent Group LLC | 20,632 | $1.48M | $1.19M | -$288,641.68 | -19.5% |
| EM Erin Mccann Simplicity Wealth LLC | 5,265 | $292,365.45 | $301,789.8 | $9,424.35 | 3.22% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 27,191 | $1.23M | $1.57M | $338,925.3 | 27.53% |
Joseph J. Costigan apricus wealth LLC | 76,455 | $4.19M | $4.41M | $220,383.05 | 5.25% |
Katie Christensen iSAM Funds UKK) Ltd | 5,900 | $327,627 | $330,754.01 | $3,127.01 | 0.95% |