| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WL Wealthcollab LLC WealthCollab, LLC | 417 | $10,093.84 | $9,607.68 | -$486.16 | -4.82% |
Ian Jameson American Capital Advisory, LLC | 144 | $3,388.87 | $3,317.76 | -$71.11 | -2.1% |
Richard Zipkis Granite Group Advisors, LLC | 31,160 | $749,515.3 | $717,926.4 | -$31,588.9 | -4.21% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 6,614 | $161,779.44 | $152,386.56 | -$9,392.88 | -5.81% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,851 | $116,727.01 | $111,767.04 | -$4,959.97 | -4.25% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 3,148 | $74,953.88 | $72,529.92 | -$2,423.96 | -3.23% |
Mark Weiskind Fairway Wealth LLC | 21 | $500.01 | $483.84 | -$16.17 | -3.23% |
Ryan Visniski Bryce Point Capital, LLC | 8,496 | $187,846.56 | $195,747.84 | $7,901.28 | 4.21% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,732 | $65,286.69 | $62,945.28 | -$2,341.41 | -3.59% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 500 | $12,320 | $11,520 | -$800 | -6.49% |
Bray Creech Joel Adams & Associates, Inc. | 2,540 | $60,477.4 | $58,521.6 | -$1,955.8 | -3.23% |
James J. Karabas Embree Financial Group | 4,617 | $111,455.05 | $106,375.68 | -$5,079.37 | -4.56% |
Kevyn Hill Hilltop National Bank | 5,785 | $138,051.65 | $133,286.4 | -$4,765.25 | -3.45% |
Richard Crinion Mediolanum International Funds Ltd | 303,415 | $7M | $6.99M | -$12,746.19 | -0.18% |
CLINE REASOR Gratus Wealth Advisors, LLC | 3,420 | $82,679.42 | $78,796.8 | -$3,882.62 | -4.7% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 13,614 | $316,955.61 | $313,666.56 | -$3,289.05 | -1.04% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 5,117 | $121,835.77 | $117,895.68 | -$3,940.09 | -3.23% |
Todd Lunsford International Private Wealth Advisors LLC | 3,850 | $85,123.5 | $88,704 | $3,580.5 | 4.21% |
Joshua Vandenberg Prairie Wealth Advisors, Inc. | 10,929 | $269,290.56 | $251,804.16 | -$17,486.4 | -6.49% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 5,453 | $134,063.65 | $125,637.12 | -$8,426.53 | -6.28% |