| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracy A. Zullo Zullo Investment Group Inc. | 15,505 | $2.73M | $1.62M | -$1.11M | -40.82% |
Ana-Maria Ignat Covestor Ltd | 1,243 | $123,808.27 | $129,893.5 | $6,085.23 | 4.92% |
Kathryn Brown Morton Brown Family Wealth LLC | 151 | $28,687.06 | $15,737.22 | -$12,949.84 | -45.14% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 3,150 | $316,654.92 | $328,293 | $11,638.08 | 3.68% |
Andrew Burkey Joseph Group Capital Management | 691 | $71,533.6 | $74,420.7 | $2,887.1 | 4.04% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,183 | $732,517.56 | $746,385.53 | $13,867.97 | 1.89% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,887 | $1.06M | $821,983.14 | -$242,178.76 | -22.76% |
Bill McVay Red Tortoise LLC | 176 | $24,875.79 | $18,342.72 | -$6,533.07 | -26.26% |
Samantha Pierangeli City State Bank | 3,494 | $604,494.74 | $364,144.68 | -$240,350.06 | -39.76% |
Christopher Pelch Vance Wealth LLC | 3,377 | $646,782.34 | $352,896.5 | -$293,885.84 | -45.44% |
| JCC Jason Cyril Crawshaw William Allan Corp | 30,326 | $5.63M | $3.16M | -$2.46M | -43.81% |
| TA Thomas Anderton 626 Financial LLC | 11,117 | $1.08M | $1.16M | $83,273.48 | 7.74% |
Michael Hackman HFG Advisors Inc. | 2,524 | $250,004.83 | $263,758 | $13,753.17 | 5.5% |
| MWM Marion Wealth Management Marion Wealth Management | 14,946 | $3.19M | $1.56M | -$1.64M | -51.23% |
W. Travis McKinney HB Wealth Management LLC | 46,333 | $7.14M | $4.83M | -$2.31M | -32.36% |
| MC mike Chen Byrne Asset Management LLC | 200 | $21,847.07 | $21,540 | -$307.07 | -1.41% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 10,733 | $1.03M | $1.12M | $88,203.18 | 8.56% |
Taylor Fairman Eagle Rock Investment Company LLC | 3,633 | $475,728.49 | $378,631.26 | -$97,097.23 | -20.41% |
Timothy Taylor TCM Advisors LLC | 8,018 | $881,650.82 | $833,150.38 | -$48,500.44 | -5.5% |
Courtney Lawson Autumn Glory Partners LLC | 10,041 | $1.05M | $1.05M | $589.44 | 0.06% |