| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 14,497 | $2.8M | $1.88M | -$918,194.68 | -32.78% |
Caroline Jankowski Operose Advisors LLC | 801 | $111,469.95 | $122,777.28 | $11,307.33 | 10.14% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,331 | $284,941.28 | $302,726.97 | $17,785.69 | 6.24% |
Brian Ramsay Wealthspan Partners LLC | 3,130 | $450,460.6 | $451,940.7 | $1,480.1 | 0.33% |
Ana-Maria Ignat Covestor Ltd | 958 | $118,922.48 | $140,845.16 | $21,922.68 | 18.43% |
Kathryn Brown Morton Brown Family Wealth LLC | 6 | $879.3 | $779.22 | -$100.08 | -11.38% |
Lonny Elfenbein West Michigan Advisors LLC | 4,602 | $759,042.94 | $597,661.74 | -$161,381.2 | -21.26% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 9,819 | $1.44M | $1.28M | -$169,330.64 | -11.72% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 1,576 | $379,375.63 | $204,675.12 | -$174,700.51 | -46.05% |
John Gorlow Cardiff Park Advisors LLC | 4,916 | $467,200.64 | $739,956.32 | $272,755.68 | 58.38% |
Stefan Demuth Ameliora Wealth Management Ltd. | 3,629 | $791,812.21 | $471,298.23 | -$320,513.98 | -40.48% |
Eric Lai Archvest Wealth Advisors Inc. | 1,392 | $203,997.6 | $180,779.04 | -$23,218.56 | -11.38% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,381 | $342,913.75 | $309,220.47 | -$33,693.28 | -9.83% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,630 | $301,902.28 | $239,039.5 | -$62,862.78 | -20.82% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,617 | $212,763.29 | $209,999.79 | -$2,763.5 | -1.3% |
Jay Richards Investment Advisory Group LLC | 2,359 | $327,580.02 | $340,616.01 | $13,035.99 | 3.98% |
Andrew Burkey Joseph Group Capital Management | 492 | $79,274.24 | $71,039.88 | -$8,234.36 | -10.39% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,025 | $1.64M | $1.54M | -$104,996.32 | -6.4% |
Kathleen Thornhill Confluence Wealth Services Inc. | 35,762 | $4.89M | $4.64M | -$241,734.94 | -4.95% |
James Langer Redmont Wealth Advisors LLC | 249 | $44,586.37 | $32,337.63 | -$12,248.74 | -27.47% |