| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TL Tradewinds LLC Tradewinds LLC | 360 | $79,376.4 | $72,810 | -$6,566.4 | -8.27% |
Joseph Wallace Wallace Advisory Group LLC | 1,726 | $362,632.2 | $358,680.06 | -$3,952.14 | -1.09% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,880 | $385,557.54 | $380,230 | -$5,327.54 | -1.38% |
John DeMarco Trajan Wealth LLC | 36,860 | $8.84M | $7.96M | -$878,112.47 | -9.93% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,120 | $548,134.45 | $648,367.2 | $100,232.75 | 18.29% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,639 | $820,988.76 | $756,220.59 | -$64,768.17 | -7.89% |
| MK Malinda Khauv Cercano Management LLC | 910 | $246,473.51 | $196,532.7 | -$49,940.81 | -20.26% |
Lori Fernicola Castle Wealth Management LLC | 5,977 | $1.27M | $1.24M | -$27,222.65 | -2.14% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,287 | $315,117.22 | $267,451.47 | -$47,665.75 | -15.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,542 | $2.68M | $2.54M | -$141,438.5 | -5.28% |
CJ Harrison DecisionPoint Financial LLC | 46 | $11,068.83 | $10,117.24 | -$951.59 | -8.6% |
| JG John Ginter Callan Family Office LLC | 62,708 | $14.56M | $13.87M | -$688,695.85 | -4.73% |
Rodrigo Diaz Plan Group Financial LLC | 887 | $209,580 | $179,395.75 | -$30,184.25 | -14.4% |
Linda M. Dagilus Greenfield Savings Bank | 3,162 | $561,531.48 | $657,095.22 | $95,563.74 | 17.02% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 3,466 | $741,068.79 | $701,033.16 | -$40,035.63 | -5.4% |
Amna Ali Khan GDS Wealth Management | 1,356 | $338,569.65 | $292,855.32 | -$45,714.33 | -13.5% |
Mark Mowrey Signature Resources Capital Management LLC | 125 | $28,374.25 | $25,976.25 | -$2,398 | -8.45% |
Albert Moore First National Advisers LLC | 1,118 | $281,305.65 | $232,331.58 | -$48,974.07 | -17.41% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 4,354 | $838,836.53 | $870,103.36 | $31,266.83 | 3.73% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,960 | $411,657.94 | $396,429.6 | -$15,228.34 | -3.7% |