| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nelson J. Lam LAM GROUP Inc. | 2,500 | $44,557.5 | $36,200 | -$8,357.5 | -18.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,000 | $17,823 | $14,480 | -$3,343 | -18.76% |
Moises Valladares Insigneo Advisory Services LLC | 15,120 | $270,317.45 | $220,978.8 | -$49,338.65 | -18.25% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,496 | $204,828 | $209,902.08 | $5,074.08 | 2.48% |
David Smith Linden Thomas Advisory Services LLC | 73,298 | $799,427.99 | $1.06M | $261,927.05 | 32.76% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 38,670 | $487,192.3 | $559,941.6 | $72,749.3 | 14.93% |
| PIL PFG Investments LLC PFG Investments LLC | 19,500 | $171,848.5 | $286,162.5 | $114,314 | 66.52% |
Courtney Holt Compound Planning, Inc. | 89,176 | $1.01M | $1.31M | $293,653.26 | 28.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,044 | $277,532 | $217,837.12 | -$59,694.88 | -21.51% |
Jae Cho Marex Group plc | 15,151 | $270,036.27 | $221,128.84 | -$48,907.43 | -18.11% |
NICOLE MARTIN Arlington Trust Co LLC | 3,320 | $29,813.6 | $48,654.6 | $18,841 | 63.2% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,550 | $162,889.75 | $155,718 | -$7,171.75 | -4.4% |
David Vollmer PFS Partners, LLC | 670 | $6,023.97 | $9,701.6 | $3,677.63 | 61.05% |
Curtis Burkholder Bare Financial Services, Inc | 1,040 | $18,535.92 | $15,350.4 | -$3,185.52 | -17.19% |
Rob Dainard Hara Capital LLC | 1,080 | $9,698.4 | $15,638.4 | $5,940 | 61.25% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 73 | $1,360.72 | $1,057.04 | -$303.68 | -22.32% |
Kelly Richert Clayton Financial Group LLC | 1,000 | $15,410 | $14,585 | -$825 | -5.35% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 69,030 | $848,171.61 | $1.02M | $170,711.19 | 20.13% |
Sean Rooney Prospect Financial Services LLC | 11,100 | $156,843 | $163,836 | $6,993 | 4.46% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 431,955 | $6.85M | $6.5M | -$350,056.74 | -5.11% |