| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 3,816 | $542,798.46 | $445,861.44 | -$96,937.02 | -17.86% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 7,409 | $999,524.58 | $865,667.56 | -$133,857.02 | -13.39% |
Daniel Ronan Catalyst Financial Partners LLC | 5,938 | $628,154.87 | $693,795.92 | $65,641.05 | 10.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,774 | $1.51M | $1.14M | -$365,938.56 | -24.27% |
Eric Dahm Range Financial Group LLC | 9,145 | $1.13M | $1.07M | -$64,563.46 | -5.7% |
Edward Lowndes Angeles Wealth Management LLC | 3,057 | $300,594.81 | $357,179.88 | $56,585.07 | 18.82% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 424 | $48,997.26 | $49,540.16 | $542.9 | 1.11% |
Nadine Hofstetter Northwest Bank & Trust Co. | 126 | $14,095 | $14,721.84 | $626.84 | 4.45% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,028 | $2.08M | $2.38M | $295,190.5 | 14.18% |
CJ Harrison DecisionPoint Financial LLC | 399 | $46,104.49 | $47,345.34 | $1,240.85 | 2.69% |
| JG John Ginter Callan Family Office LLC | 29,775 | $3.39M | $3.61M | $222,134.32 | 6.56% |
Linda M. Dagilus Greenfield Savings Bank | 9,595 | $1.09M | $1.12M | $28,497.15 | 2.61% |
Anu Prabhu Altrius Capital Management Inc. | 59,683 | $6.36M | $7.18M | $823,524.9 | 12.95% |
Albert Moore First National Advisers LLC | 3,669 | $505,997.66 | $428,685.96 | -$77,311.7 | -15.28% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 10,965 | $1.43M | $1.32M | -$110,904.81 | -7.75% |
Samuel Pressley Ridgepath Capital Management LLC | 42,522 | $5.13M | $5.21M | $75,415.62 | 1.47% |
Anita Woodhouse V-Square Quantitative Management LLC | 11,455 | $1.21M | $1.34M | $127,684.83 | 10.55% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 108,512 | $13.42M | $12.68M | -$743,709.52 | -5.54% |
Rachel Faulk Cape Investment Advisory Inc. | 134 | $13,219 | $15,900.44 | $2,681.44 | 20.28% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 49,422 | $5.5M | $5.95M | $446,316.66 | 8.11% |