| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James J. Karabas Embree Financial Group | 3,219 | $435,065.23 | $417,407.73 | -$17,657.5 | -4.06% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,882 | $679,924.81 | $632,804.84 | -$47,119.97 | -6.93% |
Brian Krause Cascade Financial Partners, LLC | 2,507 | $522,283.11 | $325,433.67 | -$196,849.44 | -37.69% |
Janice M. Powell Diversify Advisory Services, LLC | 166,642 | $26.14M | $22.31M | -$3.83M | -14.65% |
Jean-Francois Gonnet Sienna Gestion | 46,053 | $8.76M | $6.07M | -$2.69M | -30.76% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 1,586 | $264,225.37 | $212,952.22 | -$51,273.15 | -19.41% |
Kevyn Hill Hilltop National Bank | 405 | $104,740.07 | $52,038.45 | -$52,701.62 | -50.32% |
Taylor Faw Strathmore Capital Advisors, Inc. | 6,516 | $1.42M | $860,568.12 | -$564,024.96 | -39.59% |
Brady Green GGM Financials LLC | 1,066 | $258,931.12 | $138,537.36 | -$120,393.76 | -46.5% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 3,227 | $517,559.09 | $433,757.2 | -$83,801.89 | -16.19% |
Richard Crinion Mediolanum International Funds Ltd | 267,351 | $42.11M | $34.58M | -$7.53M | -17.87% |
Daniel Pettway Councilmark Asset Management, LLC | 26,691 | $3.36M | $3.57M | $211,909.49 | 6.31% |
Mitchell Pletcher Concord Investment Counsel Inc. | 1,318 | $165,553.96 | $175,847.56 | $10,293.6 | 6.22% |
CLINE REASOR Gratus Wealth Advisors, LLC | 10,815 | $1.6M | $1.43M | -$166,794.39 | -10.46% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 7,680 | $1.32M | $1M | -$320,604.02 | -24.25% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 205,768 | $26.88M | $27.66M | $787,347.86 | 2.93% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 493 | $72,488.86 | $63,288.87 | -$9,199.99 | -12.69% |
Venkatram Krishnamurthy V2 Financial group LLC | 2,262 | $306,642.24 | $302,361.54 | -$4,280.7 | -1.4% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 1,906 | $239,369.14 | $251,734.95 | $12,365.81 | 5.17% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,092 | $1.43M | $1.31M | -$121,893.95 | -8.51% |