| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 2,861 | $431,610 | $613,097.99 | $181,487.99 | 42.05% |
Walter J. West Milestone Asset Management LLC | 16,157 | $5.41M | $3.6M | -$1.81M | -33.45% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 880 | $112,984.82 | $196,090.4 | $83,105.58 | 73.55% |
Moises Valladares Insigneo Advisory Services LLC | 4,052 | $1.03M | $852,864.96 | -$178,326.23 | -17.29% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,420 | $475,503 | $316,418.6 | -$159,084.4 | -33.46% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 8,850 | $1.41M | $1.85M | $444,926.68 | 31.6% |
Brendan G. Moody Watershed Private Wealth LLC | 1,210 | $303,202 | $259,883.8 | -$43,318.2 | -14.29% |
Ashley Buboltz Moran Wealth Management LLC | 2,933 | $757,948.85 | $653,560.39 | -$104,388.46 | -13.77% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 1,897 | $303,293.82 | $401,936.36 | $98,642.54 | 32.52% |
| DL Dina Lukina Scalar Gauge Management LLC | 22,000 | $5.51M | $4.62M | -$893,860 | -16.21% |
David Smith Linden Thomas Advisory Services LLC | 1,607 | $402,681.88 | $358,087.81 | -$44,594.07 | -11.07% |
Ira Ravitz Beverly Hills Private Wealth LLC | 995 | $249,327.21 | $221,715.85 | -$27,611.36 | -11.07% |
Philip Rc Dudley Dudley Capital Management LLC | 2,875 | $225,666.9 | $640,636.25 | $414,969.35 | 183.89% |
Paul B. Ordonio Park Place Capital Corp. | 185 | $29,777.98 | $38,703.85 | $8,925.87 | 29.97% |
Sheila J. Lindsay Bensler LLC | 21,796 | $3.63M | $4.86M | $1.23M | 33.95% |
David D. Jones Applied Finance Capital Management LLC | 3,874 | $1.3M | $863,243.42 | -$433,849.58 | -33.45% |
Kevin Kroskey True Wealth Design LLC | 282 | $71,927.28 | $60,559.5 | -$11,367.78 | -15.8% |
Jill Batley Gateway Wealth Partners LLC | 1,246 | $312,223.77 | $257,784.94 | -$54,438.83 | -17.44% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 3,344 | $837,849.2 | $700,434.24 | -$137,414.96 | -16.4% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,651 | $302,822.29 | $590,722.33 | $287,900.04 | 95.07% |