| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Weymouth Painted Porch Advisors LLC | 4,312 | $447,473.26 | $191,668.4 | -$255,804.86 | -57.17% |
Roger Krabbe Bank & Trust Co | 233 | $20,946.3 | $10,389.47 | -$10,556.83 | -50.4% |
Zachary Canonico DIADEMA PARTNERS LP | 14,577 | $520,736 | $647,510.34 | $126,774.34 | 24.35% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 684 | $53,426.54 | $30,540.6 | -$22,885.94 | -42.84% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 17,915 | $1.22M | $798,829.85 | -$424,904.6 | -34.72% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 33,802 | $2.83M | $1.5M | -$1.33M | -46.92% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 20,131 | $2.6M | $898,647.84 | -$1.7M | -65.47% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 27,277 | $2.87M | $1.22M | -$1.65M | -57.49% |
Andrew Bowers BridgePort Financial Solutions, LLC | 7,647 | $528,343.18 | $338,609.16 | -$189,734.02 | -35.91% |
Jane King Fairfield Financial Advisors, LTD | 6,066 | $780,530.53 | $269,937 | -$510,593.53 | -65.42% |
Eric Schmid Ted Buchan & Co | 38,539 | $2.09M | $1.71M | -$374,594.04 | -17.94% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 808 | $55,812.67 | $36,036.8 | -$19,775.87 | -35.43% |
Samantha Cox Capital Investment Counsel, LLC | 73,253 | $3.73M | $3.27M | -$460,761.73 | -12.36% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 32,878 | $2.43M | $1.46M | -$966,082.29 | -39.8% |
Greg Reidy Granite FO LLC | 590 | $70,251 | $26,225.5 | -$44,025.5 | -62.67% |
John Gallagher Gallagher Capital Advisors, LLC | 6,248 | $468,979.88 | $278,660.8 | -$190,319.08 | -40.58% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 76 | $6,537.67 | $3,378.2 | -$3,159.47 | -48.33% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 28,592 | $3.05M | $1.28M | -$1.77M | -58.14% |
Taryn Anderson YANKCOM Partnership | 190 | $13,194 | $8,464.5 | -$4,729.5 | -35.85% |
| MCM Massar Capital Management LP Massar Capital Management LP | 8,422 | $309,508 | $372,926.16 | $63,418.16 | 20.49% |