| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DAVID REICHERT Atlatl Advisers LLC | 166 | $35,956 | $31,040.34 | -$4,915.66 | -13.67% |
| HAS Hayley A. Snell LRI Investments, LLC | 168 | $30,745.78 | $31,731.84 | $986.06 | 3.21% |
David Millar Gen-Wealth Partners Inc | 596 | $83,966.99 | $111,407.3 | $27,440.31 | 32.68% |
Winfried Buchbauer Erste Asset Management GmbH | 105,240 | $18.08M | $19.66M | $1.57M | 8.7% |
Beth Steinhaus Breakwater Investment Management | 3 | $471 | $560.31 | $89.31 | 18.96% |
Andrew Kyle Walker Sone Capital Management, LLC | 51,842 | $8.91M | $9.76M | $855,204.92 | 9.6% |
Bruce Barton Parkworth Wealth Management, Inc. | 9 | $1,503 | $1,696.77 | $193.77 | 12.89% |
Argentarii LLC Argentarii, LLC | 1,134 | $237,505 | $213,520.86 | -$23,984.14 | -10.1% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,765 | $540,281 | $520,290.05 | -$19,990.95 | -3.7% |
Carmen McClennon WR Wealth Planners, LLC | 38 | $8,077.23 | $7,152.55 | -$924.68 | -11.45% |
Nathan Edwards IMG Wealth Management, Inc. | 25 | $3,969.37 | $4,669.25 | $699.88 | 17.63% |
David A Rozenson Fairscale Capital, LLC | 746 | $128,933.11 | $139,509.46 | $10,576.35 | 8.2% |
Jesper Bonnivier Avanza Fonder AB | 29,173 | $5.15M | $5.46M | $309,451.07 | 6.01% |
Barry Carpenter Cascades Capital Asset Management, LLC | 522 | $101,999 | $98,946.56 | -$3,052.44 | -2.99% |
Tuomas Suomela S-Bank Fund Management Ltd | 1,709 | $370,170 | $317,532.2 | -$52,637.8 | -14.22% |
Taryn Anderson YANKCOM Partnership | 1,141 | $201,555.53 | $215,512.08 | $13,956.55 | 6.92% |
Seneschal Advisors LLC Seneschal Advisors LLC | 3 | $423 | $560.31 | $137.31 | 32.46% |
Curtis Harrell Tounjian Advisory Partners LLC | 1,379 | $298,798 | $257,638.57 | -$41,159.43 | -13.78% |
Bryan Buchert Kera Capital Partners Inc. | 973 | $190,123.83 | $181,721.08 | -$8,402.75 | -4.42% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 27,821 | $4.85M | $5.13M | $283,159.79 | 5.84% |