| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy T. Murray Gladwyn Financial Advisors Inc. | 24,659 | $2.7M | $2.55M | -$145,305.4 | -5.39% |
Ryan Westerbeck Brian Low Financial Group LLC | 13,801 | $1.51M | $1.43M | -$83,422.91 | -5.52% |
Molly Wheeler Burk Holdings LLC | 100 | $10,905.6 | $10,266 | -$639.6 | -5.86% |
Adam Scott Argyle Capital Partners LLC | 27,737 | $2.98M | $2.84M | -$138,192.76 | -4.63% |
Boreal Capital Management LLC Boreal Capital Management LLC | 11,490 | $1.27M | $1.18M | -$92,307.33 | -7.26% |
Caldwell Trust Co Caldwell Trust Co | 3,726 | $455,272.42 | $385,342.92 | -$69,929.5 | -15.36% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 40,926 | $4.47M | $4.23M | -$237,030.37 | -5.3% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 25,168 | $2.77M | $2.58M | -$189,792.83 | -6.84% |
Jim Cullen Midwestern Financial LLC /IA | 3,449 | $378,390.74 | $356,764.56 | -$21,626.18 | -5.72% |
Birch Financial Group LLC Birch Financial Group LLC | 13,154 | $1.43M | $1.35M | -$81,500.78 | -5.69% |
Basepoint Wealth LLC Basepoint Wealth LLC | 203 | $22,415.31 | $20,839.98 | -$1,575.33 | -7.03% |
United Financial Planning Group LLC United Financial Planning Group LLC | 2,178 | $242,212.28 | $223,593.48 | -$18,618.8 | -7.69% |
Steinberganna Wealth Management Steinberganna Wealth Management | 3,745 | $417,406.78 | $384,461.7 | -$32,945.08 | -7.89% |
Invested Advisors Invested Advisors | 2,343 | $253,067.41 | $240,532.38 | -$12,535.03 | -4.95% |
Adam Weisner Sherman Porfolios LLC | 12,251 | $1.35M | $1.27M | -$81,530.5 | -6.04% |
Steve Erken Maxele Advisors LLC | 2,054 | $272,196.08 | $212,660.89 | -$59,535.19 | -21.87% |