| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Weymouth Painted Porch Advisors LLC | 4,312 | $206,717 | $170,108.4 | -$36,608.6 | -17.71% |
Beth Steinhaus Breakwater Investment Management | 22 | $1,055 | $855.36 | -$199.64 | -18.92% |
Roger Krabbe Bank & Trust Co | 233 | $20,946.3 | $9,123.11 | -$11,823.19 | -56.45% |
Zachary Canonico DIADEMA PARTNERS LP | 100,000 | $4.63M | $3.94M | -$685,605.64 | -14.81% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 602 | $46,372.84 | $23,541.21 | -$22,831.63 | -49.23% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 7,120 | $478,663.6 | $278,285.2 | -$200,378.4 | -41.86% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 15,548 | $1.8M | $612,202.5 | -$1.19M | -66.07% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 27,277 | $2.87M | $1.07M | -$1.8M | -62.77% |
Andrew Bowers BridgePort Financial Solutions, LLC | 7,652 | $528,582.89 | $299,575.8 | -$229,007.09 | -43.32% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 4,615 | $227,427 | $181,277.2 | -$46,149.8 | -20.29% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 6,000 | $221,823.56 | $228,720 | $6,896.44 | 3.11% |
Eric Schmid Ted Buchan & Co | 61,298 | $2.75M | $2.42M | -$330,219.01 | -12.03% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 32 | $2,208.64 | $1,251.68 | -$956.96 | -43.33% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 26,655 | $1.22M | $1.05M | -$171,670.33 | -14.11% |
Greg Reidy Granite FO LLC | 590 | $70,251 | $23,139.8 | -$47,111.2 | -67.06% |
John Gallagher Gallagher Capital Advisors, LLC | 7,085 | $495,072.29 | $279,503.25 | -$215,569.04 | -43.54% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 26,067 | $2.75M | $1.02M | -$1.73M | -62.88% |
Taryn Anderson YANKCOM Partnership | 190 | $13,194 | $7,451.8 | -$5,742.2 | -43.52% |
David Levy Diversified Enterprises LLC | 9,295 | $791,979.7 | $362,551.47 | -$429,428.23 | -54.22% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 6,000 | $516,120 | $234,990 | -$281,130 | -54.47% |