| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 10,223 | $2.4M | $2.12M | -$274,514.08 | -11.44% |
James Langer Redmont Wealth Advisors LLC | 45 | $9,984.15 | $9,351.45 | -$632.7 | -6.34% |
Bill McVay Red Tortoise LLC | 310 | $62,065.59 | $64,421.1 | $2,355.51 | 3.8% |
Samantha Pierangeli City State Bank | 2,949 | $588,081.42 | $612,831.69 | $24,750.27 | 4.21% |
Roger Steed KRS Capital Management LLC | 3,065 | $779,392.77 | $636,937.65 | -$142,455.12 | -18.28% |
| JCC Jason Cyril Crawshaw William Allan Corp | 5,783 | $1.28M | $1.2M | -$73,328.5 | -5.75% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,531 | $361,831.51 | $341,948.87 | -$19,882.64 | -5.49% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,182 | $467,698.44 | $453,441.42 | -$14,257.02 | -3.05% |
W. Travis McKinney HB Wealth Management LLC | 57,577 | $12.44M | $11.97M | -$478,968.66 | -3.85% |
| LF Lukas Feh LGT Group Foundation | 5,535 | $1.37M | $1.24M | -$137,180.4 | -9.99% |
| MC mike Chen Byrne Asset Management LLC | 1,036 | $267,785.28 | $227,857.84 | -$39,927.44 | -14.91% |
Mark Perrault Intergy Private Wealth LLC | 1,407 | $327,883.41 | $292,388.67 | -$35,494.74 | -10.83% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 1,144 | $251,468.48 | $237,734.64 | -$13,733.84 | -5.46% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,008 | $512,858.48 | $405,405.16 | -$107,453.32 | -20.95% |
Timothy Taylor TCM Advisors LLC | 4,876 | $1.24M | $1.05M | -$186,723.49 | -15.06% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 8,139 | $2.1M | $1.69M | -$410,966.49 | -19.55% |
Mike Meixler Meixler Investment Management Ltd. | 6,805 | $1.58M | $1.41M | -$166,778.7 | -10.55% |
Jeremy Baltz Raleigh Capital Management Inc. | 49 | $11,680.2 | $10,182.69 | -$1,497.51 | -12.82% |
Gregory Wood Concorde Financial Corp. | 14,272 | $3.17M | $3.12M | -$49,057.11 | -1.55% |
Allison Tronnes Forum Financial Management LP | 1,902 | $436,560.8 | $395,254.62 | -$41,306.18 | -9.46% |