| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 1,146 | $28,822.86 | $28,363.5 | -$459.36 | -1.59% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 28,247 | $746,649.11 | $707,587.32 | -$39,061.79 | -5.23% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 15,497 | $377,749.12 | $388,199.83 | $10,450.71 | 2.77% |
Justin Boggs Optima Capital LLC | 9,186 | $241,778.41 | $228,731.4 | -$13,047.01 | -5.4% |
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 14,650 | $504,693.73 | $366,982.49 | -$137,711.24 | -27.29% |
Birchbrook Inc. Birchbrook Inc. | 2,121 | $59,955.18 | $53,131.05 | -$6,824.13 | -11.38% |
Steven T. Cox Providence Financial Advisors LLC | 10,942 | $279,014.11 | $272,455.8 | -$6,558.31 | -2.35% |
| ML Maseco LLP Maseco LLP | 7,302 | $181,848.78 | $181,783.29 | -$65.49 | -0.04% |
| MKG Masterinvest Kapitalanlage GmbH Masterinvest Kapitalanlage GmbH | 57,402 | $1.43M | $1.44M | $3,959.76 | 0.28% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 850 | $20,589.21 | $21,292.5 | $703.29 | 3.42% |
Jon Lewis Midwest Trust Co | 227,981 | $5.53M | $5.71M | $184,578.97 | 3.34% |
Brennan Lee Cherokee Insurance Co | 126,947 | $3.36M | $3.18M | -$183,121.78 | -5.44% |
John H. Bai Credential Securities Inc. | 37,198.82 | $1.14M | $926,064.67 | -$210,714.5 | -18.54% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 28,926 | $807,897.21 | $724,596.27 | -$83,300.94 | -10.31% |
Heydon Traub Traub Capital Management LLC | 25,786 | $626,378.91 | $645,939.27 | $19,560.36 | 3.12% |
Molly Wheeler Burk Holdings LLC | 454 | $12,748 | $11,372.7 | -$1,375.3 | -10.79% |
Adam Scott Argyle Capital Partners LLC | 14,510 | $379,968.81 | $363,475.49 | -$16,493.32 | -4.34% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1,664 | $40,401.12 | $41,683.2 | $1,282.08 | 3.17% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 672 | $17,828.13 | $16,736.16 | -$1,091.97 | -6.12% |
| CTC Caldwell Trust Co Caldwell Trust Co | 44,984 | $1.85M | $1.13M | -$719,629.35 | -38.97% |