| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Stulic Astoria Portfolio Advisors LLC | 4,791 | $1.02M | $980,885.38 | -$37,241.19 | -3.66% |
Joseph Wallace Wallace Advisory Group LLC | 1,726 | $362,632.2 | $353,372.61 | -$9,259.59 | -2.55% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,632 | $336,145.99 | $340,647.36 | $4,501.37 | 1.34% |
John DeMarco Trajan Wealth LLC | 22,881 | $5.76M | $4.68M | -$1.07M | -18.62% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,120 | $548,134.45 | $638,773.2 | $90,638.75 | 16.54% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 3,639 | $820,988.76 | $745,030.66 | -$75,958.1 | -9.25% |
| MK Malinda Khauv Cercano Management LLC | 910 | $246,473.51 | $186,308.85 | -$60,164.66 | -24.41% |
Lori Fernicola Castle Wealth Management LLC | 5,835 | $1.24M | $1.19M | -$43,364.72 | -3.5% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,287 | $315,117.22 | $263,493.94 | -$51,623.28 | -16.38% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,228 | $2.81M | $2.76M | -$53,655.04 | -1.91% |
CJ Harrison DecisionPoint Financial LLC | 48 | $11,526.33 | $9,827.28 | -$1,699.05 | -14.74% |
| JG John Ginter Callan Family Office LLC | 64,606 | $15.03M | $13.49M | -$1.55M | -10.29% |
| RD Rodrigo Diaz Plan Group Financial LLC | 887 | $209,580 | $185,143.51 | -$24,436.49 | -11.66% |
Linda M. Dagilus Greenfield Savings Bank | 3,162 | $561,531.48 | $660,004.26 | $98,472.78 | 17.54% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 2,785 | $590,915.09 | $581,313.05 | -$9,602.04 | -1.62% |
Amna Ali Khan GDS Wealth Management | 1,320 | $330,632.01 | $275,523.6 | -$55,108.41 | -16.67% |
Mark Mowrey Signature Resources Capital Management LLC | 125 | $28,374.25 | $26,091.25 | -$2,283 | -8.05% |
Albert Moore First National Advisers LLC | 1,904 | $461,783.91 | $397,421.92 | -$64,361.99 | -13.94% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 4,354 | $838,836.53 | $908,810.42 | $69,973.89 | 8.34% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,960 | $411,657.94 | $409,110.8 | -$2,547.14 | -0.62% |