| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 21 | $593.4 | $458.01 | -$135.39 | -22.82% |
Roger Krabbe Bank & Trust Co | 51,665 | $987,318.57 | $1.13M | $146,986.5 | 14.89% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 121,557 | $2.25M | $2.65M | $405,075.33 | 18.03% |
Bruce Barton Parkworth Wealth Management, Inc. | 223 | $5,888.32 | $4,894.85 | -$993.47 | -16.87% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 971 | $27,421.24 | $21,172.65 | -$6,248.59 | -22.79% |
Yatrik Munshi Meridiem Capital Partners LP | 1.87M | $54.28M | $41.11M | -$13.17M | -24.27% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 100,067 | $2.9M | $2.2M | -$701,969.68 | -24.2% |
Michael Mills Mills Wealth Advisors LLC | 10,889 | $307,935.81 | $239,285.77 | -$68,650.04 | -22.29% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 9,861 | $218,699.24 | $215,019.1 | -$3,680.14 | -1.68% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 134,108 | $3.73M | $2.94M | -$781,501.34 | -20.98% |
Kings Path Partners LLC Kings Path Partners LLC | 30 | $847.17 | $658.5 | -$188.67 | -22.27% |
Kelly Dixon Cannon Financial Strategists, Inc. | 8,635 | $244,185 | $189,754.12 | -$54,430.88 | -22.29% |
Neisy Arnez Drucker Wealth 3.0, LLC | 59,369 | $1.68M | $1.3M | -$377,875.67 | -22.53% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 25,592 | $517,558.03 | $562,384.2 | $44,826.17 | 8.66% |
Andrew Bowers BridgePort Financial Solutions, LLC | 11,862 | $340,332.53 | $258,710.22 | -$81,622.31 | -23.98% |
Carmen McClennon WR Wealth Planners, LLC | 21,818 | $400,005.98 | $475,850.58 | $75,844.6 | 18.96% |
Craig Small Symphony Financial Services, Inc. | 9,672 | $223,085.88 | $210,946.32 | -$12,139.56 | -5.44% |
Matthew Richmond Richmond Investment Services, LLC | 28,838 | $757,267.09 | $629,100.97 | -$128,166.12 | -16.92% |
Nathan Edwards IMG Wealth Management, Inc. | 7,702 | $190,181.07 | $168,558.27 | -$21,622.8 | -11.37% |
Chris Bulman Inc. Chris Bulman Inc | 6,905 | $196,145.7 | $151,737.37 | -$44,408.33 | -22.64% |