| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Bailey MGB Wealth Management, LLC | 3,917 | $328,076 | $308,933.79 | -$19,142.21 | -5.83% |
Addis & Hill Inc. Addis & Hill, Inc | 26,536 | $2.15M | $2.1M | -$54,759.72 | -2.55% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 107,008 | $8.86M | $8.46M | -$402,615.18 | -4.54% |
Thaddeus Gilliam Verisail Partners, LLC | 3,120 | $253,677.28 | $246,168 | -$7,509.28 | -2.96% |
| WL Wealthcollab LLC WealthCollab, LLC | 6,463 | $525,685.64 | $510,544.68 | -$15,140.96 | -2.88% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 144,050 | $11.79M | $11.38M | -$415,833.89 | -3.53% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 28,379 | $2.33M | $2.24M | -$89,957.55 | -3.86% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,895 | $487,222 | $464,732.32 | -$22,489.68 | -4.62% |
Brian Krause Cascade Financial Partners, LLC | 19,725 | $1.56M | $1.56M | $747.87 | 0.05% |
Janice M. Powell Diversify Advisory Services, LLC | 132,193 | $10.76M | $10.45M | -$307,340.39 | -2.86% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 3,699 | $305,716 | $292,368.96 | -$13,347.04 | -4.37% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,115 | $173,710.55 | $167,085 | -$6,625.55 | -3.81% |
Todd Lunsford International Private Wealth Advisors LLC | 7,354 | $615,897.5 | $581,701.4 | -$34,196.1 | -5.55% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 15,799 | $1.27M | $1.25M | -$23,051.97 | -1.81% |
DAVID REICHERT Atlatl Advisers LLC | 308 | $25,456 | $24,299.66 | -$1,156.34 | -4.54% |
Daphne Bullock Passumpsic Savings Bank | 149,128 | $12.31M | $11.79M | -$525,011.05 | -4.26% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 20,282 | $1.64M | $1.6M | -$41,241.79 | -2.51% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 215 | $17,258 | $16,985 | -$273 | -1.58% |
Michael Dziura Westfuller Advisors, LLC | 510 | $42,850.21 | $40,226.25 | -$2,623.96 | -6.12% |
Beth Steinhaus Breakwater Investment Management | 2,155 | $174,605.75 | $170,051.05 | -$4,554.7 | -2.61% |