| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 3,770 | $556,938.04 | $392,909.4 | -$164,028.64 | -29.45% |
Michael Topley Lansing Street Advisors | 3,588 | $302,139.45 | $373,941.36 | $71,801.91 | 23.76% |
Timothy Gerlach Novem Group | 2,399 | $257,921 | $250,023.78 | -$7,897.22 | -3.06% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,000 | $686,580.78 | $416,880 | -$269,700.78 | -39.28% |
Daniel Ronan Catalyst Financial Partners LLC | 3,850 | $379,310.73 | $401,247 | $21,936.27 | 5.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,700 | $3.29M | $2.26M | -$1.02M | -31.18% |
Jeffrey Gilbert Balboa Wealth Partners | 7,582 | $976,626.63 | $792,167.36 | -$184,459.27 | -18.89% |
Sean Murray Quantum Financial Advisors LLC | 2,424 | $240,342.6 | $252,629.28 | $12,286.68 | 5.11% |
Edward Lowndes Angeles Wealth Management LLC | 2,781 | $279,452.07 | $289,835.82 | $10,383.75 | 3.72% |
Joseph Wallace Wallace Advisory Group LLC | 2,270 | $276,742.13 | $236,579.4 | -$40,162.73 | -14.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 34,533 | $6M | $3.6M | -$2.4M | -40.05% |
Arpan Shah XY Capital Ltd. | 249 | $26,768 | $26,075.28 | -$692.72 | -2.59% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 2,679 | $365,254.86 | $279,205.38 | -$86,049.48 | -23.56% |
William Cantus Pacific Sage Partners LLC | 2,791 | $296,578.32 | $288,031.2 | -$8,547.12 | -2.88% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 27,503 | $3.57M | $2.96M | -$606,785.77 | -17% |
CJ Harrison DecisionPoint Financial LLC | 11 | $1,205 | $1,184.7 | -$20.3 | -1.68% |
| JG John Ginter Callan Family Office LLC | 10,232 | $1.03M | $1.07M | $45,618.22 | 4.45% |
| TIM Tevis Investment Management Tevis Investment Management | 3,444 | $338,820.72 | $355,420.8 | $16,600.08 | 4.9% |
Anu Prabhu Altrius Capital Management Inc. | 56,782 | $5.53M | $5.9M | $370,463.76 | 6.7% |
Mark Mowrey Signature Resources Capital Management LLC | 60 | $8,389.08 | $6,253.2 | -$2,135.88 | -25.46% |