| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracey A. Baker CJM Wealth Advisers, Ltd. | 9,436 | $1.54M | $1.33M | -$215,257.68 | -13.97% |
Denise Reinert CGC Financial Services, LLC | 631 | $100,869.88 | $88,579.78 | -$12,291.17 | -12.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 108,268 | $17.03M | $15.2M | -$1.83M | -10.75% |
Peter David N Soliman Second Line Capital, LLC | 7,584 | $1.26M | $1.07M | -$199,092.39 | -15.75% |
Anthony Moeller MN Wealth Advisors, LLC | 1,632 | $235,770 | $229,296 | -$6,474 | -2.75% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 50,116 | $7.6M | $7.04M | -$556,092.51 | -7.32% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 6,393 | $968,819.14 | $897,193.62 | -$71,625.52 | -7.39% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.67M | $252.7M | $233.95M | -$18.75M | -7.42% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 23,765 | $3.84M | $3.34M | -$501,882.9 | -13.08% |
Marilou Davido WFA Asset Management Corp | 3,718 | $593,574.8 | $521,784.12 | -$71,790.68 | -12.09% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 748 | $120,134.46 | $105,056.6 | -$15,077.86 | -12.55% |
Kevin Orr Centennial Bank/AR/ | 1,941 | $295,803.8 | $272,399.94 | -$23,403.86 | -7.91% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 1,721 | $253,929.43 | $241,800.5 | -$12,128.93 | -4.78% |
Jon Greer GSG Advisors LLC | 3,683 | $542,444.62 | $516,761.73 | -$25,682.89 | -4.73% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 20,200 | $2.94M | $2.83M | -$101,006 | -3.44% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 16,191 | $2.32M | $2.27M | -$47,133.11 | -2.03% |
Jesse Steele Etesian Wealth Advisors, Inc. | 2,092 | $315,596.26 | $293,716.8 | -$21,879.46 | -6.93% |
Kristy DeJarnette Financial Security Advisor, Inc. | 18,626 | $2.74M | $2.61M | -$124,970.88 | -4.56% |
NICOLE MARTIN Arlington Trust Co LLC | 943 | $147,342.86 | $132,387.77 | -$14,955.09 | -10.15% |
Chris Kleine Park Capital Management, LLC / WI | 1,847 | $308,337.57 | $259,281.86 | -$49,055.71 | -15.91% |