| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vectors Research Management Vectors Research Management LLC | 5,325 | $1.73M | $1.5M | -$233,917.45 | -13.49% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 973 | $314,692.64 | $274,025.99 | -$40,666.65 | -12.92% |
Red Spruce Capital Red Spruce Capital LLC | 9,795 | $2.82M | $2.87M | $41,201.75 | 1.46% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 14,057 | $3.37M | $3.96M | $591,018.71 | 17.55% |
PAX Financial Group PAX Financial Group LLC | 637 | $128,823.04 | $179,984.34 | $51,161.3 | 39.71% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 9,710 | $2.52M | $2.73M | $211,340.06 | 8.38% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,482 | $3.61M | $3.23M | -$381,432.04 | -10.55% |
| YA Yinka Akinsola Blue Trust Inc. | 5,903 | $1.92M | $1.73M | -$189,618.38 | -9.87% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 14,743 | $4.56M | $4.15M | -$406,542.49 | -8.92% |
Jeff Ameen Spire Wealth Management | 303 | $107,211.42 | $88,848.69 | -$18,362.73 | -17.13% |
Drew Waldron Canvas Wealth Advisors LLC | 1,838 | $458,006.65 | $519,326.88 | $61,320.23 | 13.39% |
Michelle Dubey Yousif Capital Management LLC | 47,697 | $12.87M | $13.99M | $1.12M | 8.71% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 2,430 | $696,203.31 | $686,596.48 | -$9,606.83 | -1.38% |
Rajesh Chelapurath Ceera Investments LLC | 772 | $278,892.72 | $226,304.08 | -$52,588.64 | -18.86% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 9,838 | $3.54M | $2.87M | -$668,772.18 | -18.91% |
Kyle P. Smith NewEdge Wealth LLC | 7,934 | $2.86M | $2.32M | -$536,183.59 | -18.77% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,922 | $936,173.73 | $825,611.07 | -$110,562.66 | -11.81% |
Derek Batts Union Heritage Capital LLC | 13,000 | $3.17M | $3.79M | $623,804.94 | 19.7% |
Matt Hunter Heartland Bank & Trust Co. | 4,021 | $1.3M | $1.14M | -$162,145.72 | -12.49% |
Dipen Mehta Invst LLC | 1,371 | $428,464.81 | $386,101.02 | -$42,363.79 | -9.89% |