| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Henry Continuum Wealth Advisors LLC | 14,500 | $32,770 | $29,870 | -$2,900 | -8.85% |
| PIL PFG Investments LLC PFG Investments LLC | 364,849 | $864,543.47 | $751,588.94 | -$112,954.53 | -13.07% |
Benjamin J. Jones National Wealth Management Group, LLC | 70,650 | $187,298.22 | $145,539 | -$41,759.22 | -22.3% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 58,110 | $114,508.91 | $119,706.6 | $5,197.69 | 4.54% |
Nemes Rush Group LLC Nemes Rush Group LLC | 100 | $1,039 | $232 | -$807 | -77.67% |
John Shanley Aspect Partners, LLC | 300 | $813 | $618 | -$195 | -23.99% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 40,748 | $222,475.38 | $83,940.88 | -$138,534.5 | -62.27% |
Alisha Arvold Christopher J. Hasenberg, Inc | 2,000 | $4,520 | $4,120 | -$400 | -8.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,868 | $13,702.94 | $12,088.08 | -$1,614.86 | -11.78% |
Mathieu Cornu Pictet Asset Management Holding SA | 192,387 | $764,723.58 | $396,317.22 | -$368,406.36 | -48.18% |
Marilou Davido WFA Asset Management Corp | 224 | $6,409 | $461.44 | -$5,947.56 | -92.8% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 126,040 | $200,882.67 | $259,642.4 | $58,759.73 | 29.25% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 83 | $225 | $170.98 | -$54.02 | -24.01% |
Jae Cho Marex Group plc | 674,338 | $1.52M | $1.56M | $40,460.15 | 2.65% |
Syon Capital LLC SYON CAPITAL LLC | 12,980 | $29,335 | $30,113.6 | $778.6 | 2.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,191 | $14,970.9 | $10,693.46 | -$4,277.44 | -28.57% |
David Vollmer PFS Partners, LLC | 1,500 | $5,160 | $3,090 | -$2,070 | -40.12% |
Benj Foor Frazier Financial Advisors, LLC | 73 | $298.1 | $159.5 | -$138.6 | -46.49% |
United Advisor Group LLC United Advisor Group, LLC | 53,350 | $124,305.45 | $109,901 | -$14,404.45 | -11.59% |
Curtis Burkholder Bare Financial Services, Inc | 216 | $425.65 | $444.96 | $19.31 | 4.54% |