| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RLV Ronald L. Valpey Valpey Financial Services LLC | 76,217 | $2.02M | $1.94M | -$82,323.81 | -4.08% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 309,007 | $8.12M | $7.84M | -$273,615.44 | -3.37% |
Heydon Traub Traub Capital Management LLC | 30,261 | $806,188.83 | $768,780.7 | -$37,408.13 | -4.64% |
Molly Wheeler Burk Holdings LLC | 1,347 | $35,844 | $34,267.68 | -$1,576.32 | -4.4% |
Matthew J. Darcy Seneca Financial Advisors LLC | 998,768 | $26.47M | $25.37M | -$1.1M | -4.16% |
Birch Financial Group LLC Birch Financial Group LLC | 72,847 | $1.94M | $1.85M | -$83,942.01 | -4.33% |
Basepoint Wealth LLC Basepoint Wealth LLC | 6 | $160 | $152.64 | -$7.36 | -4.6% |
Abbington Investment Group Abbington Investment Group | 159,941 | $4.27M | $4.06M | -$211,164.92 | -4.94% |
Wallace Jones WJ Financial Advisors LLC | 12,915 | $347,894.25 | $328,622.17 | -$19,272.08 | -5.54% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 144 | $3,865.16 | $3,661.2 | -$203.96 | -5.28% |
Adam Weisner Sherman Porfolios LLC | 34,649 | $918,463.08 | $880,257.84 | -$38,205.24 | -4.16% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 8,302 | $220,915.9 | $210,829.29 | -$10,086.61 | -4.57% |