| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Straus Commons Capital LLC | 990 | $355,204.93 | $292,317.3 | -$62,887.63 | -17.7% |
Missy Straw Nilsine Partners LLC | 1,211 | $358,768.04 | $360,538.92 | $1,770.88 | 0.49% |
Dalila Toledo Ascent Group LLC | 942 | $299,848.02 | $280,565.28 | -$19,282.74 | -6.43% |
| EM Erin Mccann Simplicity Wealth LLC | 1,649 | $486,285.17 | $489,126.38 | $2,841.21 | 0.58% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,046 | $381,954.07 | $301,655.95 | -$80,298.12 | -21.02% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 729 | $232,048 | $216,673.38 | -$15,374.62 | -6.63% |
David K. Balsdon Harvest Portfolios Group Inc. | 2,739 | $857,280.95 | $816,578.07 | -$40,702.88 | -4.75% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,454 | $421,169.43 | $432,216.04 | $11,046.61 | 2.62% |
Scott Williams Investmark Advisory Group LLC | 921 | $326,902.91 | $275,540.17 | -$51,362.74 | -15.71% |
Timothy Gerlach Novem Group | 3,506 | $1.01M | $1.04M | $34,028.01 | 3.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,921 | $1.16M | $1.16M | -$5,204.87 | -0.45% |
Edward Lowndes Angeles Wealth Management LLC | 2,828 | $900,180.68 | $842,249.1 | -$57,931.58 | -6.44% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,608 | $492,393.43 | $477,994.08 | -$14,399.35 | -2.92% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 118 | $32,910.13 | $34,988.18 | $2,078.05 | 6.31% |
John DeMarco Trajan Wealth LLC | 25,659 | $7.58M | $7.67M | $92,529.56 | 1.22% |
Adam Schwallier Schwallier Wealth Management LLC | 900 | $274,116.04 | $267,030 | -$7,086.04 | -2.59% |
Nadine Hofstetter Northwest Bank & Trust Co. | 506 | $147,690.77 | $152,685.5 | $4,994.73 | 3.38% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 150 | $38,947.76 | $44,664 | $5,716.24 | 14.68% |
| JG John Ginter Callan Family Office LLC | 2,784 | $828,814.13 | $822,769.44 | -$6,044.69 | -0.73% |
Mark Mowrey Signature Resources Capital Management LLC | 4 | $1,174 | $1,193.24 | $19.24 | 1.64% |