| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,862 | $1.03M | $981,909.6 | -$48,768.36 | -4.73% |
Timothy Gerlach Novem Group | 3,816 | $542,798.46 | $420,065.28 | -$122,733.18 | -22.61% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 7,210 | $972,361.08 | $798,868 | -$173,493.08 | -17.84% |
Daniel Ronan Catalyst Financial Partners LLC | 5,938 | $628,154.87 | $654,248.84 | $26,093.97 | 4.15% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,774 | $1.51M | $1.08M | -$425,169 | -28.2% |
Eric Dahm Range Financial Group LLC | 9,145 | $1.13M | $1.01M | -$120,668.04 | -10.65% |
Edward Lowndes Angeles Wealth Management LLC | 3,057 | $300,594.81 | $337,232.95 | $36,638.14 | 12.19% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 424 | $48,997.26 | $47,496.48 | -$1,500.78 | -3.06% |
Nadine Hofstetter Northwest Bank & Trust Co. | 126 | $14,095 | $13,961.43 | -$133.57 | -0.95% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,028 | $2.08M | $2.25M | $164,007.1 | 7.88% |
CJ Harrison DecisionPoint Financial LLC | 399 | $46,104.49 | $44,201.22 | -$1,903.27 | -4.13% |
| JG John Ginter Callan Family Office LLC | 29,775 | $3.39M | $3.34M | -$47,627.18 | -1.41% |
Linda M. Dagilus Greenfield Savings Bank | 9,357 | $1.07M | $1.04M | -$30,457.04 | -2.86% |
Anu Prabhu Altrius Capital Management Inc. | 59,683 | $6.36M | $6.68M | $316,219.4 | 4.97% |
Albert Moore First National Advisers LLC | 3,669 | $505,997.66 | $404,433.87 | -$101,563.79 | -20.07% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 10,965 | $1.43M | $1.21M | -$220,445.16 | -15.41% |
Samuel Pressley Ridgepath Capital Management LLC | 42,522 | $5.13M | $4.77M | -$366,813.18 | -7.15% |
Anita Woodhouse V-Square Quantitative Management LLC | 11,455 | $1.21M | $1.27M | $58,267.53 | 4.81% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 108,512 | $13.42M | $12.01M | -$1.41M | -10.52% |
Rachel Faulk Cape Investment Advisory Inc. | 145 | $14,298.9 | $16,063.1 | $1,764.2 | 12.34% |