| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 17 | $4,321.46 | $3,670.3 | -$651.16 | -15.07% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,390 | $1.49M | $1.39M | -$97,654.6 | -6.58% |
Tyler Glazier New Millennium Group LLC | 15 | $3,370.85 | $3,228.9 | -$141.95 | -4.21% |
Ana-Maria Ignat Covestor Ltd | 425 | $106,746.35 | $90,843.75 | -$15,902.6 | -14.9% |
John Gorlow Cardiff Park Advisors LLC | 3,880 | $818,120.5 | $835,674.4 | $17,553.9 | 2.15% |
Stefan Demuth Ameliora Wealth Management Ltd. | 2,344 | $570,927.4 | $508,905.84 | -$62,021.56 | -10.86% |
Andrew Burkey Joseph Group Capital Management | 23,758 | $4.6M | $5.11M | $514,430.27 | 11.18% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,595 | $680,930.2 | $990,176.55 | $309,246.35 | 45.42% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,758 | $602,485.1 | $594,128.36 | -$8,356.74 | -1.39% |
James Langer Redmont Wealth Advisors LLC | 34 | $9,073.24 | $7,344.68 | -$1,728.56 | -19.05% |
Samantha Pierangeli City State Bank | 482 | $66,831.4 | $104,945.86 | $38,114.46 | 57.03% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,043 | $387,769.41 | $657,105.42 | $269,336.01 | 69.46% |
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 3,440 | $359,441.91 | $743,246.4 | $383,804.49 | 106.78% |
W. Travis McKinney HB Wealth Management LLC | 34,666 | $7.79M | $7.41M | -$381,890.91 | -4.9% |
| LF Lukas Feh LGT Group Foundation | 113,853 | $27M | $24.58M | -$2.42M | -8.95% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 32,767 | $7.85M | $7.12M | -$733,433.03 | -9.34% |
| MC mike Chen Byrne Asset Management LLC | 95 | $10,346.15 | $20,481.05 | $10,134.9 | 97.96% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 2,773 | $721,473.7 | $599,162.11 | -$122,311.59 | -16.95% |
Maria Howe Carroll Investors Inc. | 19,249 | $3.65M | $4.19M | $539,271.34 | 14.79% |
Taylor Fairman Eagle Rock Investment Company LLC | 3,229 | $372,515.93 | $699,595.14 | $327,079.21 | 87.8% |