| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David D. Jones Applied Finance Capital Management LLC | 2,971 | $227,074 | $198,967.87 | -$28,106.13 | -12.38% |
Kevin Kroskey True Wealth Design LLC | 1,545 | $80,469.76 | $100,873.05 | $20,403.29 | 25.36% |
Beth Zilka Baron Wealth Management LLC | 4,111 | $289,751.96 | $271,079.34 | -$18,672.62 | -6.44% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 18,521 | $1.38M | $1.21M | -$173,752.33 | -12.55% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 429 | $32,407.36 | $27,977.23 | -$4,430.13 | -13.67% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,744 | $362,584 | $308,929.28 | -$53,654.72 | -14.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,561 | $387,176.78 | $410,915.43 | $23,738.65 | 6.13% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,534 | $441,286.76 | $687,764.86 | $246,478.1 | 55.85% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 10 | $423 | $645.9 | $222.9 | 52.7% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 9,276 | $520,961.2 | $604,934.34 | $83,973.14 | 16.12% |
Syon Capital LLC SYON CAPITAL LLC | 12,670 | $773,989.08 | $820,129.1 | $46,140.02 | 5.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 40 | $3,008 | $2,583.6 | -$424.4 | -14.11% |
| AK Alisha Kamadia United Community Bank | 6,378 | $332,972.97 | $416,802.3 | $83,829.33 | 25.18% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $179.62 | $195.87 | $16.25 | 9.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 42 | $1,642 | $2,724.96 | $1,082.96 | 65.95% |
Darin Sadow Freestone Grove Partners LP | 27,199 | $1.89M | $1.76M | -$126,729.08 | -6.71% |
Curtis Burkholder Bare Financial Services, Inc | 61 | $3,884.66 | $3,982.69 | $98.03 | 2.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 686 | $43,433.49 | $42,964.18 | -$469.31 | -1.08% |
Matthew Stead Sachetta, LLC | 62 | $2,724.19 | $4,015.12 | $1,290.93 | 47.39% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 40 | $2,768.28 | $2,611.6 | -$156.68 | -5.66% |