| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 4,344 | $1.15M | $924,229.44 | -$224,543.93 | -19.55% |
DAVID REICHERT Atlatl Advisers LLC | 285 | $62,258 | $60,254.7 | -$2,003.3 | -3.22% |
| HAS Hayley A. Snell LRI Investments, LLC | 360 | $84,511.62 | $76,111.2 | -$8,400.42 | -9.94% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 1,463 | $294,749.52 | $309,307.46 | $14,557.94 | 4.94% |
Michael Dziura Westfuller Advisors, LLC | 389 | $91,958.89 | $82,242.38 | -$9,716.51 | -10.57% |
Winfried Buchbauer Erste Asset Management GmbH | 329,043 | $78.34M | $69.57M | -$8.77M | -11.2% |
| NCG Noah C Goldberg Jain Global LLC | 28,288 | $6.18M | $5.93M | -$250,348.92 | -4.05% |
Beth Steinhaus Breakwater Investment Management | 3 | $594.75 | $646.02 | $51.27 | 8.62% |
Jay Kasting Landing Point Financial Group, LLC | 1,256 | $286,078 | $270,467.04 | -$15,610.96 | -5.46% |
Bruce Barton Parkworth Wealth Management, Inc. | 19 | $4,852.26 | $4,016.98 | -$835.28 | -17.21% |
Argentarii LLC Argentarii, LLC | 8,213 | $1.97M | $1.7M | -$264,379.57 | -13.44% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,192 | $2.15M | $2.15M | $3,054.29 | 0.14% |
Kings Path Partners LLC Kings Path Partners LLC | 101 | $21,612.39 | $21,353.42 | -$258.97 | -1.2% |
Neisy Arnez Drucker Wealth 3.0, LLC | 1,388 | $303,237 | $293,450.96 | -$9,786.04 | -3.23% |
Carmen McClennon WR Wealth Planners, LLC | 135 | $28,486.93 | $28,541.7 | $54.77 | 0.19% |
Craig Small Symphony Financial Services, Inc. | 2,996 | $641,514.59 | $633,414.32 | -$8,100.27 | -1.26% |
Nathan Edwards IMG Wealth Management, Inc. | 121 | $27,107.21 | $26,059.77 | -$1,047.44 | -3.86% |
David A Rozenson Fairscale Capital, LLC | 365 | $76,650 | $78,610.05 | $1,960.05 | 2.56% |
Eric Schmid Ted Buchan & Co | 15,262 | $2.85M | $3.23M | $376,818.7 | 13.22% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 2,028 | $421,580.68 | $423,588.36 | $2,007.68 | 0.48% |