| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arpan Shah XY Capital Ltd. | 553 | $81,042 | $80,450.44 | -$591.56 | -0.73% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 1,499 | $257,894.02 | $194,675.13 | -$63,218.89 | -24.51% |
Brad Saenz Coastwise Capital Group LLC | 2,344 | $344,681.36 | $304,415.28 | -$40,266.08 | -11.68% |
Nadine Hofstetter Northwest Bank & Trust Co. | 14,171 | $1.69M | $1.84M | $147,033.44 | 8.68% |
Lori Fernicola Castle Wealth Management LLC | 8,318 | $1.11M | $1.08M | -$27,084.41 | -2.45% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,304 | $585,380.77 | $299,220.48 | -$286,160.29 | -48.88% |
William Cantus Pacific Sage Partners LLC | 16,082 | $1.37M | $2.32M | $952,002.03 | 69.49% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 65,610 | $7.64M | $9.5M | $1.86M | 24.31% |
CJ Harrison DecisionPoint Financial LLC | 702 | $75,527.05 | $101,596.95 | $26,069.9 | 34.52% |
| JG John Ginter Callan Family Office LLC | 75,139 | $15.81M | $10.93M | -$4.88M | -30.87% |
| JB Jodi Burnett Invictus Private Wealth LLC | 3,750 | $323,637.9 | $487,012.5 | $163,374.6 | 50.48% |
Brook Hart Presilium Private Wealth LLC | 1,514 | $178,221.21 | $196,623.18 | $18,401.97 | 10.33% |
Linda M. Dagilus Greenfield Savings Bank | 8,387 | $765,402.96 | $1.09M | $323,816.73 | 42.31% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 7,550 | $2.12M | $980,518.5 | -$1.14M | -53.82% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 2,192 | $209,025.43 | $322,092.48 | $113,067.05 | 54.09% |
Amna Ali Khan GDS Wealth Management | 3,075 | $418,352.4 | $471,336 | $52,983.6 | 12.66% |
Mark Mowrey Signature Resources Capital Management LLC | 4,419 | $482,729.6 | $573,895.53 | $91,165.93 | 18.89% |
Albert Moore First National Advisers LLC | 24,668 | $6.3M | $3.2M | -$3.1M | -49.18% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,835 | $469,989.4 | $426,724.2 | -$43,265.2 | -9.21% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,397 | $1.31M | $960,648.39 | -$351,109.42 | -26.77% |