| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 45,485 | $7.8M | $6.12M | -$1.68M | -21.54% |
Vito Collacuro Sutton Place Investors LLC | 1,556 | $336,258.27 | $205,469.8 | -$130,788.47 | -38.9% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,958 | $432,367.75 | $258,553.9 | -$173,813.85 | -40.2% |
Benjamin Cauley Carr Financial Group Corp. | 3,018 | $602,404.58 | $393,637.74 | -$208,766.84 | -34.66% |
James Rukstalis ESG Planning DBA Harper Investing | 19,775 | $3.06M | $2.64M | -$412,494.88 | -13.49% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,392 | $561,078.38 | $699,773.76 | $138,695.38 | 24.72% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 28,181 | $2.52M | $3.68M | $1.16M | 46.04% |
| TL Tradewinds LLC Tradewinds LLC | 800 | $171,929.6 | $103,912 | -$68,017.6 | -39.56% |
Joseph Wallace Wallace Advisory Group LLC | 3,124 | $567,528.82 | $412,602.3 | -$154,926.52 | -27.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,211 | $1.13M | $1.5M | $372,706.68 | 32.99% |
Arpan Shah XY Capital Ltd. | 553 | $81,042 | $70,905.66 | -$10,136.34 | -12.51% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 1,499 | $257,894.02 | $200,970.93 | -$56,923.09 | -22.07% |
Brad Saenz Coastwise Capital Group LLC | 2,344 | $344,681.36 | $309,572.08 | -$35,109.28 | -10.19% |
Nadine Hofstetter Northwest Bank & Trust Co. | 14,171 | $1.69M | $1.84M | $143,490.69 | 8.47% |
Lori Fernicola Castle Wealth Management LLC | 8,318 | $1.11M | $1.1M | -$8,784.81 | -0.79% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,304 | $585,380.77 | $297,308.16 | -$288,072.61 | -49.21% |
William Cantus Pacific Sage Partners LLC | 16,082 | $1.37M | $2.14M | $769,792.97 | 56.19% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 65,610 | $7.64M | $8.7M | $1.06M | 13.93% |
CJ Harrison DecisionPoint Financial LLC | 702 | $75,527.05 | $94,394.43 | $18,867.38 | 24.98% |
| JG John Ginter Callan Family Office LLC | 75,139 | $15.81M | $10.06M | -$5.75M | -36.35% |