| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SM Sarah Moore BOS Asset Management LLC | 7,633 | $1.25M | $995,114.21 | -$252,600.7 | -20.25% |
Sheila J. Lindsay Bensler LLC | 1,526 | $217,151.51 | $197,800.12 | -$19,351.39 | -8.91% |
David D. Jones Applied Finance Capital Management LLC | 164,825 | $26.81M | $21.41M | -$5.4M | -20.15% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 1,450 | $204,740 | $195,003.25 | -$9,736.75 | -4.76% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,599 | $288,998.22 | $337,168.27 | $48,170.05 | 16.67% |
Kevin Kroskey True Wealth Design LLC | 2,284 | $347,981.9 | $307,072.38 | -$40,909.52 | -11.76% |
Jill Batley Gateway Wealth Partners LLC | 2,538 | $373,370.23 | $326,018.79 | -$47,351.44 | -12.68% |
David Kronour Kapstone Financial Advisors LLC | 1,370 | $200,774 | $180,449.55 | -$20,324.45 | -10.12% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,610 | $1.36M | $985,038.4 | -$374,606.67 | -27.55% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 14,640 | $2.05M | $1.92M | -$124,755.89 | -6.1% |
Gregory Turcotte Alpha Financial Partners LLC | 1,606 | $271,609.67 | $215,918.67 | -$55,691 | -20.5% |
Benjamin Cannon Tillman Hartley LLC | 1,459 | $166,790.05 | $196,235.5 | $29,445.45 | 17.65% |
Leigha Shepard Midwest Financial Group LLC | 2,970 | $429,359.95 | $399,375.9 | -$29,984.05 | -6.98% |
Nicholas Brown Granite Harbor Advisors Inc. | 2,487 | $376,983.57 | $330,746.13 | -$46,237.44 | -12.27% |
Johnathan Kasting DDFG Inc. | 2,206 | $184,740.5 | $296,640.82 | $111,900.32 | 60.57% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 1,437 | $307,360.73 | $192,615.48 | -$114,745.25 | -37.33% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 116,414 | $22.7M | $14.94M | -$7.75M | -34.16% |
Beth Zilka Baron Wealth Management LLC | 1,564 | $325,662.66 | $202,506.72 | -$123,155.94 | -37.82% |
Pavin White 25 LLC | 1,591 | $240,615.29 | $212,700.79 | -$27,914.5 | -11.6% |
| FFM Flagstone Financial Management Flagstone Financial Management | 3,278 | $543,241.73 | $438,825.86 | -$104,415.87 | -19.22% |