| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 7,599 | $179,011.86 | $175,080.96 | -$3,930.9 | -2.2% |
David Millar Gen-Wealth Partners Inc | 11,872 | $288,461.91 | $273,530.88 | -$14,931.03 | -5.18% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 13,933 | $337,905.51 | $321,016.32 | -$16,889.19 | -5% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 2,600 | $61,906 | $59,904 | -$2,002 | -3.23% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 21,797 | $522,276.39 | $502,202.88 | -$20,073.51 | -3.84% |
Michael Dziura Westfuller Advisors, LLC | 1,765 | $42,907.15 | $40,665.6 | -$2,241.55 | -5.22% |
Roger Krabbe Bank & Trust Co | 88 | $2,147.2 | $2,027.52 | -$119.68 | -5.57% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 7,484 | $183,387.6 | $172,431.36 | -$10,956.24 | -5.97% |
MICHAEL ELLIS Inherent Management Corp. | 260,000 | $6.03M | $5.99M | -$41,600 | -0.69% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 618 | $14,337.6 | $14,238.72 | -$98.88 | -0.69% |
| HIM Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 2,784 | $64,602.78 | $64,143.36 | -$459.42 | -0.71% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 68,842 | $1.6M | $1.59M | -$11,500.32 | -0.72% |
Dodd Disler Sagace Wealth Management LLC | 2,519 | $57,584.34 | $58,037.76 | $453.42 | 0.79% |
| AL Argentarii LLC Argentarii, LLC | 6,992 | $168,231.52 | $161,095.68 | -$7,135.84 | -4.24% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 5,264 | $129,263.75 | $121,282.56 | -$7,981.19 | -6.17% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,405 | $131,126.28 | $124,531.2 | -$6,595.08 | -5.03% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 16,159 | $394,157.68 | $372,303.36 | -$21,854.32 | -5.54% |
Neisy Arnez Drucker Wealth 3.0, LLC | 38,526 | $900,726.89 | $887,639.04 | -$13,087.85 | -1.45% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 46,918 | $1.12M | $1.08M | -$43,014.11 | -3.83% |
Carmen McClennon WR Wealth Planners, LLC | 13,807 | $433,017.56 | $318,113.28 | -$114,904.28 | -26.54% |