| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 11,514 | $1.02M | $807,822.24 | -$208,115.23 | -20.49% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 14,581 | $1.16M | $1.03M | -$127,020.41 | -10.95% |
Salvatore Pitti Pitti Group Wealth Management LLC | 4,201 | $336,357.39 | $297,892.91 | -$38,464.48 | -11.44% |
Caroline Jankowski Operose Advisors LLC | 4,836 | $419,229.96 | $338,423.28 | -$80,806.68 | -19.28% |
Tracy A. Zullo Zullo Investment Group Inc. | 11,978 | $422,540.44 | $850,917.12 | $428,376.68 | 101.38% |
Billy DeFrance Lauterbach Financial Advisors LLC | 7,735 | $191,286.55 | $548,295.47 | $357,008.92 | 186.64% |
Ana-Maria Ignat Covestor Ltd | 645 | $62,532.18 | $45,969.15 | -$16,563.03 | -26.49% |
Kathryn Brown Morton Brown Family Wealth LLC | 124 | $11,061.84 | $8,727.12 | -$2,334.72 | -21.11% |
| CC Cheung Chan Chemistry Wealth Management LLC | 12,338 | $888,651.09 | $876,368.14 | -$12,282.95 | -1.38% |
| JN John Nunn Paradigm Capital Management LLC/NV | 2,875 | $255,044.55 | $203,449.37 | -$51,595.18 | -20.23% |
Andrew Burkey Joseph Group Capital Management | 621 | $45,745.34 | $43,724.61 | -$2,020.73 | -4.42% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,177 | $787,335.7 | $712,186.46 | -$75,149.24 | -9.54% |
James Langer Redmont Wealth Advisors LLC | 110 | $10,263 | $7,758.85 | -$2,504.15 | -24.4% |
Bill McVay Red Tortoise LLC | 62 | $1,533.26 | $4,339.69 | $2,806.43 | 183.04% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 9,127 | $587,711.32 | $649,112.24 | $61,400.92 | 10.45% |
Samantha Pierangeli City State Bank | 820 | $61,109.3 | $57,490.2 | -$3,619.1 | -5.92% |
Christopher Pelch Vance Wealth LLC | 11,726 | $838,220.73 | $840,578.31 | $2,357.58 | 0.28% |
Roger Steed KRS Capital Management LLC | 9,658 | $712,704.18 | $688,325.66 | -$24,378.52 | -3.42% |
| JCC Jason Cyril Crawshaw William Allan Corp | 10,575 | $724,493.25 | $748,868.62 | $24,375.37 | 3.36% |
John Swift Benchmark Investment Advisors LLC | 35,101 | $2.44M | $2.48M | $40,314.17 | 1.65% |