| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CLINE REASOR Gratus Wealth Advisors, LLC | 16,112 | $1.01M | $1.14M | $123,463.03 | 12.18% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 4,395 | $418,912.97 | $310,155.15 | -$108,757.82 | -25.96% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1.39M | $123.77M | $100.89M | -$22.87M | -18.48% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 180 | $13,100 | $12,702.6 | -$397.4 | -3.03% |
Venkatram Krishnamurthy V2 Financial group LLC | 10,307 | $696,370.98 | $727,468.06 | $31,097.08 | 4.47% |
Joe Miller Miller Financial Services LLC | 3,765 | $268,821 | $265,696.05 | -$3,124.95 | -1.16% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 4,911 | $366,218.09 | $346,569.27 | -$19,648.82 | -5.37% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 6,597 | $522,668.29 | $479,568.91 | -$43,099.38 | -8.25% |
Kevin Galvin Hopwood Financial Services, Inc. | 3,700 | $345,036.1 | $269,674.5 | -$75,361.6 | -21.84% |
DAVID REICHERT Atlatl Advisers LLC | 50 | $3,570 | $3,528.5 | -$41.5 | -1.16% |
| HAS Hayley A. Snell LRI Investments, LLC | 4,252 | $402,555.1 | $308,737.72 | -$93,817.38 | -23.31% |
David Millar Gen-Wealth Partners Inc | 1,947 | $211,054.09 | $140,768.1 | -$70,285.99 | -33.3% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 3,008 | $208,742.56 | $211,943.68 | $3,201.12 | 1.53% |
Bruce Wheadon Transce3nd, LLC | 79 | $5,796 | $5,566.34 | -$229.66 | -3.96% |
Jade Eagles WEALTHGARDEN F.S. LLC | 9,772 | $811,778.25 | $689,610.04 | -$122,168.21 | -15.05% |
| NI NCP Inc. NCP Inc. | 3,750 | $437,472 | $273,450 | -$164,022 | -37.49% |
Michael Dziura Westfuller Advisors, LLC | 2,950 | $353,395.25 | $212,518 | -$140,877.25 | -39.86% |
Daniel Andersen Parkshore Wealth Management, Inc. | 4,120 | $361,959.4 | $300,100.8 | -$61,858.6 | -17.09% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 324 | $23,134 | $22,864.68 | -$269.32 | -1.16% |
Winfried Buchbauer Erste Asset Management GmbH | 1.87M | $165.77M | $132.06M | -$33.71M | -20.33% |