| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,473 | $310,696.79 | $286,585.11 | -$24,111.68 | -7.76% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 156,367 | $11.05M | $9.86M | -$1.19M | -10.81% |
Angela Mari Abich Financial Wealth Management LLC | 128 | $7,981 | $8,173.44 | $192.44 | 2.41% |
Anne Wright Lummis Asset Management, LP | 825 | $59,755 | $53,039.25 | -$6,715.75 | -11.24% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,369 | $360,136.15 | $344,367.66 | -$15,768.49 | -4.38% |
Alana Parm MORTON COMMUNITY BANK | 57,371 | $4M | $3.62M | -$388,731.95 | -9.71% |
| FTM F. Thomas Mosley Mosley Wealth Management | 504 | $29,050.56 | $32,210.64 | $3,160.08 | 10.88% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,045 | $637,112.14 | $705,278.47 | $68,166.33 | 10.7% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,859 | $135,437 | $119,059.65 | -$16,377.35 | -12.09% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 59,193 | $4.28M | $3.8M | -$480,278.86 | -11.21% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,014 | $134,949.69 | $129,167.89 | -$5,781.8 | -4.28% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,498 | $101,675.59 | $94,418.94 | -$7,256.65 | -7.14% |
Angela Pompian Sunpointe, LLC | 3,789 | $218,411.12 | $242,950.68 | $24,539.56 | 11.24% |
Kyle Jones Pineridge Advisors LLC | 409 | $29,526.92 | $26,155.55 | -$3,371.37 | -11.42% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 269 | $19,564.2 | $17,248.28 | -$2,315.92 | -11.84% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,642 | $247,110 | $234,253.44 | -$12,856.56 | -5.2% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,538 | $642,228.69 | $675,485.8 | $33,257.11 | 5.18% |
Columbia Bank Columbia Bank | 11,562 | $787,145.65 | $740,314.86 | -$46,830.79 | -5.95% |
| WL Wealthcollab LLC WealthCollab, LLC | 16 | $999.65 | $1,017.28 | $17.63 | 1.76% |
Ian Jameson American Capital Advisory, LLC | 2,100 | $151,082.85 | $133,476 | -$17,606.85 | -11.65% |