| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaclyn Gilbert SAXON INTERESTS Inc. | 10,058 | $681,292.28 | $683,038.78 | $1,746.5 | 0.26% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,638 | $244,400.84 | $246,110.7 | $1,709.86 | 0.7% |
Ana-Maria Ignat Covestor Ltd | 1,424 | $97,309.49 | $96,063.04 | -$1,246.45 | -1.28% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,863 | $210,487.76 | $193,295.44 | -$17,192.32 | -8.17% |
Samantha Pierangeli City State Bank | 100 | $7,268 | $6,766.5 | -$501.5 | -6.9% |
W. Travis McKinney HB Wealth Management LLC | 13,891 | $950,027.33 | $937,086.86 | -$12,940.47 | -1.36% |
William Jollie Quent Capital LLC | 601 | $41,443.31 | $40,543.46 | -$899.85 | -2.17% |
Michael Byun SageView Advisory Group LLC | 2,880 | $199,037.18 | $194,515.2 | -$4,521.98 | -2.27% |
Katie Christensen iSAM Funds UKK) Ltd | 13,400 | $934,019.37 | $908,587 | -$25,432.37 | -2.72% |
Patricia A. Thompson Leeward Investments LLC - MA | 206,548 | $15.19M | $14.13M | -$1.06M | -6.98% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,087 | $809,702 | $747,263.8 | -$62,438.2 | -7.71% |
CJ Harrison DecisionPoint Financial LLC | 6 | $441.12 | $404.76 | -$36.36 | -8.24% |
| JG John Ginter Callan Family Office LLC | 6,547 | $458,167.64 | $442,315.32 | -$15,852.32 | -3.46% |
Albert Moore First National Advisers LLC | 11,206 | $762,094.5 | $759,710.77 | -$2,383.73 | -0.31% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 260,924 | $18.8M | $17.91M | -$894,969.32 | -4.76% |
Mariana Coli Dunhill Financial LLC | 13 | $875.27 | $876.98 | $1.71 | 0.2% |
Drew Phillips Fortitude Family Office LLC | 71 | $4,870.08 | $4,789.66 | -$80.42 | -1.65% |
Loni Adams Daymark Wealth Partners LLC | 4,805 | $324,888.7 | $325,130.32 | $241.62 | 0.07% |
Brian Matter Creative Capital Management Investments LLC | 31 | $2,228.4 | $2,091.26 | -$137.14 | -6.15% |
Bree Pate Olisti Co. Wealth LLC | 2,872 | $198,484 | $193,716.4 | -$4,767.6 | -2.4% |