| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Spencer Rand Five Oceans Advisors | 3,891 | $254,471.4 | $246,728.31 | -$7,743.09 | -3.04% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 6,821 | $446,093.4 | $429,450.16 | -$16,643.24 | -3.73% |
Richard Slavik Newbridge Financial Services Group Inc. | 496 | $32,438.4 | $30,796.64 | -$1,641.76 | -5.06% |
Adam J. Peck Riverwater Partners LLC | 12,581 | $816,699 | $781,154.29 | -$35,544.71 | -4.35% |
Kimberly Cappellano Private Wealth Asset Management LLC | 24 | $1,569.6 | $1,508.64 | -$60.96 | -3.88% |
Christina Forster Pazienza Guardian Partners Inc. | 29,424 | $1.92M | $1.87M | -$58,553.76 | -3.04% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,888 | $513,286.68 | $500,178.08 | -$13,108.6 | -2.55% |
Brian Baylis Bell Investment Advisors Inc. | 212 | $13,674.72 | $13,347.52 | -$327.2 | -2.39% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.44M | $93.93M | $88.77M | -$5.16M | -5.49% |
Andrew Endelman Independent Wealth Network Inc. | 3,423 | $205,790.76 | $217,052.43 | $11,261.67 | 5.47% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 98,890 | $6.47M | $6.27M | -$196,791.1 | -3.04% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,991 | $653,411.26 | $633,529.31 | -$19,881.95 | -3.04% |
Janet Messer FRG Family Wealth Advisors LLC | 3,752 | $245,380.8 | $237,914.32 | -$7,466.48 | -3.04% |
Bobby Adusumilli SJS Investment Consulting Inc. | 96 | $5,899.05 | $6,087.36 | $188.31 | 3.19% |
Kea Molnar Cromwell Holdings LLC | 3,950 | $258,330 | $250,469.5 | -$7,860.5 | -3.04% |
Dinan Hu R Squared Ltd | 15,960 | $959,515 | $1.03M | $67,670.6 | 7.05% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 5,570 | $364,278 | $353,193.7 | -$11,084.3 | -3.04% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,486 | $96,046.56 | $94,227.26 | -$1,819.3 | -1.89% |
Ashish Sharma DGS Capital Management LLC | 3,869 | $260,061.28 | $245,333.29 | -$14,727.99 | -5.66% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,117 | $247,514.04 | $255,624.53 | $8,110.49 | 3.28% |