| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,204 | $1.27M | $1.15M | -$122,326.1 | -9.64% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,250 | $1.25M | $1.16M | -$90,629.24 | -7.23% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 9,134 | $2.71M | $2.5M | -$209,503.94 | -7.73% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,568 | $750,296.47 | $695,003.55 | -$55,292.92 | -7.37% |
Brian Distler Lakeridge Wealth Management LLC | 2,378 | $705,986.17 | $643,581.94 | -$62,404.23 | -8.84% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,522 | $1.04M | $953,194.12 | -$91,535.44 | -8.76% |
Corey Saft Sivia Capital Partners, LLC | 913 | $266,054.32 | $247,094.33 | -$18,959.99 | -7.13% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 496 | $154,818.11 | $134,237.44 | -$20,580.67 | -13.29% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 965 | $286,535.72 | $261,167.61 | -$25,368.11 | -8.85% |
Angela Pompian Sunpointe, LLC | 2,055 | $599,382.03 | $556,165.22 | -$43,216.81 | -7.21% |
Kyle Jones Pineridge Advisors LLC | 567 | $167,877.58 | $153,452.89 | -$14,424.69 | -8.59% |
Michael Koch Counterweight Ventures, LLC | 776 | $242,399.03 | $210,016.65 | -$32,382.38 | -13.36% |
Jay S. Arce Taylor Financial Group, Inc. | 2,560 | $759,419.69 | $692,838.43 | -$66,581.26 | -8.77% |
Sean Rooney Prospect Financial Services LLC | 776 | $228,386.67 | $212,624 | -$15,762.67 | -6.9% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 4,575 | $1.37M | $1.24M | -$129,113.88 | -9.44% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,143 | $1.23M | $1.14M | -$87,954.8 | -7.18% |
Ashley Meredith Abel Hall, LLC | 1,020 | $316,976.07 | $276,052.81 | -$40,923.26 | -12.91% |
| CI CacheTech Inc. CacheTech Inc. | 803 | $204,891.51 | $219,797.16 | $14,905.65 | 7.27% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7,831 | $2.32M | $2.12M | -$196,039.55 | -8.47% |
Cornelius T. McDonald III Wealth Group, Ltd. | 20,476 | $5.75M | $5.54M | -$211,227.46 | -3.67% |