| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Souza Koa Wealth Management, LLC | 7,860 | $1.78M | $1.61M | -$175,174.44 | -9.82% |
CLINE REASOR Gratus Wealth Advisors, LLC | 4,839 | $1.08M | $990,591.69 | -$86,310.86 | -8.01% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 55,857 | $13.25M | $11.43M | -$1.81M | -13.68% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 113 | $26,700 | $22,865.55 | -$3,834.45 | -14.36% |
Alan Hartley Black Cypress Capital Management, LLC | 1,116 | $269,139.33 | $228,049.02 | -$41,090.31 | -15.27% |
Joe Miller Miller Financial Services LLC | 1,906 | $470,407.06 | $389,481.57 | -$80,925.49 | -17.2% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 5,521 | $1.4M | $1.12M | -$282,058.63 | -20.08% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 1,267 | $318,312.25 | $264,460.91 | -$53,851.34 | -16.92% |
Kevin Galvin Hopwood Financial Services, Inc. | 4,262 | $1.05M | $870,918.39 | -$180,761.14 | -17.19% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,079 | $774,789.67 | $630,302.12 | -$144,487.55 | -18.65% |
David Millar Gen-Wealth Partners Inc | 1,832 | $457,799.08 | $382,393.36 | -$75,405.72 | -16.47% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 2,901 | $646,368.99 | $592,804.84 | -$53,564.15 | -8.29% |
Michael Dziura Westfuller Advisors, LLC | 636 | $159,418.05 | $129,298.8 | -$30,119.25 | -18.89% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 375 | $88,515 | $75,881.25 | -$12,633.75 | -14.27% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 1,563 | $395,869.84 | $319,391.23 | -$76,478.61 | -19.32% |
Winfried Buchbauer Erste Asset Management GmbH | 107,612 | $24.47M | $21.97M | -$2.5M | -10.22% |
Beth Steinhaus Breakwater Investment Management | 345 | $87,834.15 | $72,011.85 | -$15,822.3 | -18.01% |
Jay Kasting Landing Point Financial Group, LLC | 975 | $245,122.03 | $203,511.75 | -$41,610.28 | -16.98% |
Roger Krabbe Bank & Trust Co | 58 | $12,787 | $11,852.01 | -$934.99 | -7.31% |
Andrew Kyle Walker Sone Capital Management, LLC | 36,867 | $8.71M | $7.53M | -$1.18M | -13.52% |