| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 8,364 | $702,966.32 | $695,884.8 | -$7,081.52 | -1.01% |
Kure Advisory LLC Kure Advisory, LLC | 2,353 | $225,909.46 | $195,769.6 | -$30,139.86 | -13.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,463 | $620,833.88 | $537,721.6 | -$83,112.28 | -13.39% |
Annmarie Young KPP Advisory Services LLC | 5,797 | $502,075.7 | $482,310.4 | -$19,765.3 | -3.94% |
Thomas Dobbins New Republic Capital, LLC | 2,321 | $223,717.3 | $193,107.2 | -$30,610.1 | -13.68% |
Norden Group LLC NORDEN GROUP LLC | 28,759 | $2.58M | $2.39M | -$183,003.5 | -7.1% |
Peter Sigismondi Ramirez Asset Management, Inc. | 400 | $31,784.5 | $33,280 | $1,495.5 | 4.71% |
John M Roach Waterway Wealth Management, LLC | 15,759 | $1.23M | $1.31M | $78,359.8 | 6.36% |
Denise Reinert CGC Financial Services, LLC | 93 | $7,661.31 | $7,745.97 | $84.66 | 1.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 65,993 | $5.49M | $5.5M | $2,761.83 | 0.05% |
David Skalicky INSPIRE TRUST CO, N.A. | 69,000 | $5.88M | $5.74M | -$139,109.93 | -2.37% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 13,177 | $1.09M | $1.1M | $4,587.73 | 0.42% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.23M | $104.67M | $102.51M | -$2.16M | -2.06% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 36,359 | $3.51M | $3.02M | -$486,374.09 | -13.85% |
Dina Fliss Global View Capital Management LLC | 4,503 | $379,743.31 | $374,649.6 | -$5,093.71 | -1.34% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 64 | $5,326.4 | $5,330.56 | $4.16 | 0.08% |
Kevin Orr Centennial Bank/AR/ | 244 | $19,119.83 | $20,300.8 | $1,180.97 | 6.18% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 299,948 | $26.69M | $24.96M | -$1.74M | -6.51% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 46 | $4,418.76 | $3,827.2 | -$591.56 | -13.39% |
Jae Cho Marex Group plc | 5,840 | $541,882.05 | $485,888 | -$55,994.05 | -10.33% |