| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 276 | $148,806.84 | $128,047.44 | -$20,759.4 | -13.95% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 5 | $2,897 | $2,323.05 | -$573.95 | -19.81% |
| STY Samer T. Yaghnam Unisphere Establishment | 2.06M | $1.08B | $957.1M | -$122.78M | -11.37% |
Angela Pompian Sunpointe, LLC | 518 | $296,605.4 | $240,667.98 | -$55,937.42 | -18.86% |
Kyle Jones Pineridge Advisors LLC | 17 | $9,023.51 | $7,898.03 | -$1,125.48 | -12.47% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 490 | $284,106 | $227,786.3 | -$56,319.7 | -19.82% |
Stacy Creekmur Creekmur Asset Management LLC | 372 | $168,340.34 | $172,585.68 | $4,245.34 | 2.52% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 813 | $431,532.05 | $377,727.93 | -$53,804.12 | -12.47% |
Ashley Meredith Abel Hall, LLC | 559 | $323,969 | $259,716.99 | -$64,252.01 | -19.83% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 6,547 | $3.49M | $3.04M | -$444,564.92 | -12.76% |
Nicholas Jeffries M3 Advisory Group, LLC | 506 | $295,411.66 | $234,424.74 | -$60,986.92 | -20.64% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,875 | $2.02M | $1.79M | -$226,659.45 | -11.23% |
Mark VanderPol VanderPol Investments L.L.C. | 364 | $176,547.28 | $168,350 | -$8,197.28 | -4.64% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,257 | $1.73M | $1.51M | -$216,579.64 | -12.52% |
Douglas E. Morisoli Fairman Group, LLC | 6 | $3,187 | $2,787.66 | -$399.34 | -12.53% |
Columbia Bank Columbia Bank | 5,645 | $3.1M | $2.62M | -$475,238.43 | -15.34% |
Kelly Harris Glass Wealth Management Co LLC | 3,000 | $1.75M | $1.4M | -$351,557.31 | -20.11% |
| WL Wealthcollab LLC WealthCollab, LLC | 270 | $143,247.62 | $125,404.2 | -$17,843.42 | -12.46% |
Ian Jameson American Capital Advisory, LLC | 39 | $19,638.95 | $17,915.04 | -$1,723.91 | -8.78% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1,857 | $1.06M | $862,780.77 | -$196,896.02 | -18.58% |