| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Josephine Lee New Insight Wealth Advisors | 145,941 | $3.66M | $3.66M | -$7,437.75 | -0.2% |
Todd Lunsford International Private Wealth Advisors LLC | 21,378 | $564,187.67 | $535,518.88 | -$28,668.79 | -5.08% |
Venkatram Krishnamurthy V2 Financial group LLC | 29,212 | $870,292.58 | $731,760.57 | -$138,532.01 | -15.92% |
Joe Miller Miller Financial Services LLC | 17,941 | $472,227.1 | $449,422.03 | -$22,805.07 | -4.83% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 8,750 | $221,725 | $219,187.49 | -$2,537.51 | -1.14% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 9,883 | $249,073 | $247,569.14 | -$1,503.86 | -0.6% |
Daphne Bullock Passumpsic Savings Bank | 24,827 | $690,934.02 | $621,916.33 | -$69,017.69 | -9.99% |
| HAS Hayley A. Snell LRI Investments, LLC | 17,688 | $464,378.5 | $437,778 | -$26,600.5 | -5.73% |
David Millar Gen-Wealth Partners Inc | 6,585 | $182,520.52 | $164,954.24 | -$17,566.28 | -9.62% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 56,395 | $1.46M | $1.41M | -$44,883.31 | -3.08% |
Lee Larson Everstar Asset Management, LLC | 47,195 | $1.25M | $1.16M | -$87,757.28 | -7.01% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 11,117 | $316,114.94 | $278,480.84 | -$37,634.1 | -11.91% |
Michael Dziura Westfuller Advisors, LLC | 804 | $20,736.93 | $19,857.11 | -$879.82 | -4.24% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 1,238 | $34,763 | $30,516.7 | -$4,246.3 | -12.21% |
Winfried Buchbauer Erste Asset Management GmbH | 691,649 | $17.91M | $17.33M | -$585,201.41 | -3.27% |
| NCG Noah C Goldberg Jain Global LLC | 77,907 | $1.99M | $1.92M | -$60,767.46 | -3.06% |
Beth Steinhaus Breakwater Investment Management | 215 | $5,919.16 | $5,385.75 | -$533.41 | -9.01% |
Roger Krabbe Bank & Trust Co | 40,931 | $1.13M | $1.03M | -$106,732.84 | -9.43% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 95,399 | $2.59M | $2.39M | -$198,323.33 | -7.66% |
Nick Fels Talaria Asset Management Pty Ltd | 1.78M | $43.44M | $44.59M | $1.15M | 2.64% |