| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Bridgers, III Redwood Wealth Management Group LLC | 3,195 | $303,863.96 | $229,113.45 | -$74,750.51 | -24.6% |
Bepin Serraj Richard W. Paul & Associates LLC | 17,087 | $752,545.23 | $1.27M | $513,943.21 | 68.29% |
Jeffrey Hanson Breakwater Capital Group | 7,690 | $477,814.68 | $551,449.9 | $73,635.22 | 15.41% |
Nathan Blair Palo Alto Wealth Advisors LLC | 2,500 | $240,107.64 | $179,275 | -$60,832.64 | -25.34% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,917 | $158,057.87 | $137,468.07 | -$20,589.8 | -13.03% |
Jesse Ellington Dover Advisors LLC | 17,048 | $1.23M | $1.26M | $34,572.15 | 2.81% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 78,984 | $2.54M | $5.66M | $3.12M | 122.81% |
Darren Tapley New England Capital Financial Advisors LLC | 1,605 | $54,667.63 | $115,094.55 | $60,426.92 | 110.54% |
Walter J. West Milestone Asset Management LLC | 9,878 | $949,769.73 | $708,351.38 | -$241,418.35 | -25.42% |
Paul L. Moffat Arista Wealth Management LLC | 9,786 | $940,923.98 | $701,754.06 | -$239,169.92 | -25.42% |
Helen Semus Semus Wealth Partners LLC | 23,908 | $1.1M | $1.77M | $668,014.39 | 60.51% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,878 | $377,473.77 | $349,801.38 | -$27,672.39 | -7.33% |
Lydia Moore MRP Capital Investments LLC | 20 | $2,678.26 | $1,482.4 | -$1,195.86 | -44.65% |
David Bach River Street Advisors LLC | 15,723 | $1.5M | $1.13M | -$373,158.29 | -24.87% |
Moises Valladares Insigneo Advisory Services LLC | 98,766 | $6.47M | $7.08M | $615,908.77 | 9.52% |
John Canning Mi LLCreek Capital Advisors LLC | 5,961 | $562,636.35 | $427,463.31 | -$135,173.04 | -24.02% |
| NH Nathaniel Holden Core Wealth Partners LLC | 15,852 | $1.38M | $1.14M | -$247,054.6 | -17.85% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 185,500 | $21.52M | $13.3M | -$8.22M | -38.2% |
Scott Highmark Mosaic Family Wealth Partners LLC | 19,098 | $1.11M | $1.41M | $297,678.87 | 26.88% |
Brendan G. Moody Watershed Private Wealth LLC | 7,910 | $713,027 | $567,226.1 | -$145,800.9 | -20.45% |