| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,056 | $576,492.12 | $570,677.44 | -$5,814.68 | -1.01% |
Matthew Stead Sachetta, LLC | 473 | $96,215.37 | $89,255.1 | -$6,960.27 | -7.23% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 171 | $29,660.23 | $31,898.34 | $2,238.11 | 7.55% |
Neil Greenspan Fielder Capital Group LLC | 2,075 | $433,729.54 | $389,788.75 | -$43,940.79 | -10.13% |
Christian Scharosch 1248 Management, LLC | 72 | $15,742.08 | $13,450.32 | -$2,291.76 | -14.56% |
Sharon Allen Sterling Wealth Management, Inc. | 2,817 | $533,882.73 | $525,088.8 | -$8,793.93 | -1.65% |
Kelly Richert Clayton Financial Group LLC | 791 | $135,048 | $148,055.42 | $13,007.42 | 9.63% |
Alan Gilmore Private Wealth Management Group, LLC | 38 | $7,392.54 | $7,088.52 | -$304.02 | -4.11% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,188 | $489,770.91 | $409,527.96 | -$80,242.95 | -16.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 196,761 | $37.65M | $36.7M | -$949,032.33 | -2.52% |
Anne Wright Lummis Asset Management, LP | 7 | $1,167 | $1,317.08 | $150.08 | 12.86% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 1,207 | $243,185.29 | $225,395.18 | -$17,790.11 | -7.32% |
Alana Parm MORTON COMMUNITY BANK | 21,272 | $4.08M | $3.97M | -$115,685.81 | -2.83% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,877 | $355,566.38 | $356,385.99 | $819.61 | 0.23% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,103 | $1.2M | $1.16M | -$41,365.09 | -3.44% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,403 | $287,706.98 | $263,749.97 | -$23,957.01 | -8.33% |
Kyle Jones Pineridge Advisors LLC | 12 | $2,429 | $2,252.82 | -$176.18 | -7.25% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 8,715 | $1.45M | $1.63M | $180,660.91 | 12.44% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,304 | $217,337.68 | $244,617.36 | $27,279.68 | 12.55% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,911 | $834,248.58 | $734,798.68 | -$99,449.9 | -11.92% |