| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XV Xavier Volatier Transatlantique Private Wealth LLC | 899 | $222,534.53 | $219,360.49 | -$3,174.04 | -1.43% |
| DAL Drake & Associates LLC Drake & Associates LLC | 934 | $252,469.54 | $226,345.56 | -$26,123.98 | -10.35% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,178 | $947,071.02 | $775,495.56 | -$171,575.46 | -18.12% |
| MK Malinda Khauv Cercano Management LLC | 927 | $288,102.28 | $226,526.35 | -$61,575.93 | -21.37% |
Lori Fernicola Castle Wealth Management LLC | 1,846 | $478,656.98 | $452,426.91 | -$26,230.07 | -5.48% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 920 | $273,257.6 | $223,182.8 | -$50,074.8 | -18.33% |
William Cantus Pacific Sage Partners LLC | 1,396 | $382,966.62 | $340,372.72 | -$42,593.9 | -11.12% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 25,856 | $7.16M | $6.3M | -$862,164.55 | -12.04% |
Jeffrey Jones Cypress Financial Planning LLC | 1,462 | $439,888.06 | $354,315.7 | -$85,572.36 | -19.45% |
CJ Harrison DecisionPoint Financial LLC | 99 | $30,241.21 | $24,007.5 | -$6,233.71 | -20.61% |
| JG John Ginter Callan Family Office LLC | 20,562 | $6.04M | $4.99M | -$1.05M | -17.37% |
Linda M. Dagilus Greenfield Savings Bank | 8,189 | $2.03M | $1.99M | -$39,062.44 | -1.93% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,375 | $413,289.7 | $336,991.87 | -$76,297.83 | -18.46% |
Amna Ali Khan GDS Wealth Management | 3,157 | $881,216.67 | $768,208.59 | -$113,008.08 | -12.82% |
Mark Mowrey Signature Resources Capital Management LLC | 116 | $34,291.31 | $28,184.52 | -$6,106.79 | -17.81% |
Albert Moore First National Advisers LLC | 1,357 | $389,194.74 | $330,354.86 | -$58,839.88 | -15.12% |
Junaid Subhan Sagard Holdings Management Inc. | 53 | $15,485 | $12,844.02 | -$2,640.98 | -17.06% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 23,054 | $5.69M | $5.6M | -$86,798.31 | -1.53% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,761 | $756,296.66 | $670,936.8 | -$85,359.86 | -11.29% |
| TC Trent Curry bLong Financial LLC | 1,616 | $468,462.06 | $392,574.88 | -$75,887.18 | -16.2% |