| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 23,894 | $3.61M | $3.33M | -$271,614.38 | -7.53% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,364 | $342,382.34 | $329,919.84 | -$12,462.5 | -3.64% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,945 | $565,783.53 | $550,564.2 | -$15,219.33 | -2.69% |
Joseph Wallace Wallace Advisory Group LLC | 1,725 | $248,843.37 | $240,741 | -$8,102.37 | -3.26% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,309 | $775,246.41 | $601,364.04 | -$173,882.37 | -22.43% |
Nolan Baker Retirement Guys Formula LLC | 21,682 | $3.42M | $3.03M | -$392,399.57 | -11.48% |
Brad Saenz Coastwise Capital Group LLC | 7,455 | $1.13M | $1.04M | -$86,326.77 | -7.66% |
Nadine Hofstetter Northwest Bank & Trust Co. | 1,753 | $294,435.59 | $244,648.68 | -$49,786.91 | -16.91% |
Lori Fernicola Castle Wealth Management LLC | 1,585 | $265,565.39 | $221,202.6 | -$44,362.79 | -16.71% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,110 | $337,745.46 | $294,471.6 | -$43,273.86 | -12.81% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 51,789 | $8.65M | $7.2M | -$1.45M | -16.72% |
Jeffrey Jones Cypress Financial Planning LLC | 2,642 | $377,417.8 | $368,717.52 | -$8,700.28 | -2.31% |
CJ Harrison DecisionPoint Financial LLC | 17 | $2,416.45 | $2,364.7 | -$51.75 | -2.14% |
| JG John Ginter Callan Family Office LLC | 26,688 | $3.9M | $3.68M | -$222,862.88 | -5.72% |
Craig Middaugh Coleford Investment Management Ltd. | 89,605 | $13.75M | $12.43M | -$1.32M | -9.61% |
Rodrigo Diaz Plan Group Financial LLC | 2,630 | $370,030.21 | $367,042.8 | -$2,987.41 | -0.81% |
Linda M. Dagilus Greenfield Savings Bank | 8,068 | $1.34M | $1.13M | -$218,353.81 | -16.24% |
| TIM Tevis Investment Management Tevis Investment Management | 11,212 | $1.83M | $1.56M | -$271,721.72 | -14.84% |
Anu Prabhu Altrius Capital Management Inc. | 38,386 | $6.1M | $5.32M | -$772,140.58 | -12.67% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 3,650 | $608,309 | $509,394 | -$98,915 | -16.26% |