| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TL Tradewinds LLC Tradewinds LLC | 24,502 | $3.76M | $3.65M | -$109,635.8 | -2.91% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6,562 | $981,962.51 | $978,591.06 | -$3,371.45 | -0.34% |
| NB Nolan Baker Retirement Guys Formula LLC | 11,788 | $1.75M | $1.76M | $12,533.45 | 0.72% |
John DeMarco Trajan Wealth LLC | 124,478 | $20.59M | $18.56M | -$2.03M | -9.84% |
Brad Saenz Coastwise Capital Group LLC | 8,510 | $1.29M | $1.27M | -$16,460.68 | -1.28% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,599 | $1.17M | $1.13M | -$34,229.15 | -2.93% |
| DAL Drake & Associates LLC Drake & Associates LLC | 8,315 | $1.2M | $1.24M | $39,080.5 | 3.25% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 4,665 | $709,002.41 | $695,738.1 | -$13,264.31 | -1.87% |
| MK Malinda Khauv Cercano Management LLC | 4,272 | $739,910 | $637,126.08 | -$102,783.92 | -13.89% |
Lori Fernicola Castle Wealth Management LLC | 6,453 | $982,606.03 | $962,400.42 | -$20,205.61 | -2.06% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 70,754 | $10.41M | $10.55M | $142,400.02 | 1.37% |
| WC William Cantus Pacific Sage Partners LLC | 3,902 | $592,117.02 | $581,944.28 | -$10,172.74 | -1.72% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 83,700 | $12.85M | $12.44M | -$410,631.97 | -3.2% |
Jeffrey Jones Cypress Financial Planning LLC | 1,759 | $281,704.51 | $262,337.26 | -$19,367.25 | -6.88% |
CJ Harrison DecisionPoint Financial LLC | 107 | $15,748.67 | $15,957.98 | $209.31 | 1.33% |
| JG John Ginter Callan Family Office LLC | 61,517 | $9.95M | $9.14M | -$806,727.63 | -8.11% |
Brook Hart Presilium Private Wealth LLC | 7,224 | $1.09M | $1.07M | -$21,278.86 | -1.94% |
| RD Rodrigo Diaz Plan Group Financial LLC | 2,085 | $341,623.57 | $310,936.05 | -$30,687.52 | -8.98% |
Linda M. Dagilus Greenfield Savings Bank | 12,486 | $1.8M | $1.86M | $57,479.22 | 3.2% |
| TIM Tevis Investment Management Tevis Investment Management | 20,686 | $3.25M | $3.07M | -$172,812.88 | -5.32% |