| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Scharosch 1248 Management, LLC | 72 | $15,742.08 | $13,116.96 | -$2,625.12 | -16.68% |
Sharon Allen Sterling Wealth Management, Inc. | 2,817 | $533,882.73 | $513,201.03 | -$20,681.7 | -3.87% |
Kelly Richert Clayton Financial Group LLC | 801 | $161,145.51 | $145,926.17 | -$15,219.34 | -9.44% |
Alan Gilmore Private Wealth Management Group, LLC | 24 | $5,058.96 | $4,372.32 | -$686.64 | -13.57% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,900 | $648,610.42 | $528,321.97 | -$120,288.45 | -18.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 200,345 | $38.33M | $36.5M | -$1.83M | -4.78% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 1,205 | $242,851.93 | $219,526.89 | -$23,325.04 | -9.6% |
Alana Parm MORTON COMMUNITY BANK | 20,827 | $4.01M | $3.79M | -$212,355.79 | -5.3% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,874 | $355,066.37 | $341,405.3 | -$13,661.07 | -3.85% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,166 | $1.05M | $941,141.83 | -$106,452.15 | -10.16% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,403 | $287,706.98 | $255,598.53 | -$32,108.45 | -11.16% |
Corey Saft Sivia Capital Partners, LLC | 21,902 | $3.9M | $3.99M | $93,690.21 | 2.4% |
Kyle Jones Pineridge Advisors LLC | 12 | $2,429 | $2,186.16 | -$242.84 | -10% |
Nitin Kumbhani Accent Capital Management, LLC | 1,590 | $275,785.5 | $289,666.18 | $13,880.68 | 5.03% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,911 | $834,248.58 | $712,505.94 | -$121,742.64 | -14.59% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,316 | $219,338 | $239,748.87 | $20,410.87 | 9.31% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,472 | $599,056.45 | $450,348.94 | -$148,707.51 | -24.82% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 5,806 | $1.19M | $1.06M | -$129,014.27 | -10.87% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,512 | $262,188 | $275,456.14 | $13,268.14 | 5.06% |
Columbia Bank Columbia Bank | 1,736 | $360,012.53 | $316,264.46 | -$43,748.07 | -12.15% |