| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 25,078 | $2.04M | $1.68M | -$366,143.87 | -17.93% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 32 | $2,521 | $2,139.2 | -$381.8 | -15.14% |
Kyle Jones Pineridge Advisors LLC | 23 | $2,030 | $1,537.55 | -$492.45 | -24.26% |
Scott Wallace Shorepath Capital Management LLC | 46,481 | $3.68M | $3.11M | -$574,859.25 | -15.61% |
| WL Wealthcollab LLC WealthCollab, LLC | 191 | $16,382.71 | $12,768.35 | -$3,614.36 | -22.06% |
Ian Jameson American Capital Advisory, LLC | 40 | $3,008.55 | $2,674 | -$334.55 | -11.12% |
Kevyn Hill Hilltop National Bank | 693 | $55,057.21 | $46,327.05 | -$8,730.16 | -15.86% |
Richard Crinion Mediolanum International Funds Ltd | 5,023 | $392,599.47 | $335,787.55 | -$56,811.92 | -14.47% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,138 | $177,643.75 | $142,925.3 | -$34,718.45 | -19.54% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,529 | $225,225.26 | $169,063.65 | -$56,161.61 | -24.94% |
Andrew Kyle Walker Sone Capital Management, LLC | 155,829 | $11.74M | $10.42M | -$1.32M | -11.28% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 3,454 | $291,519.18 | $230,899.9 | -$60,619.28 | -20.79% |
Carmen McClennon WR Wealth Planners, LLC | 8,161 | $650,541.16 | $545,562.85 | -$104,978.31 | -16.14% |
Greg Reidy Granite FO LLC | 31 | $3,099 | $2,072.35 | -$1,026.65 | -33.13% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 28 | $2,292.31 | $1,871.8 | -$420.51 | -18.34% |
Millstone Evans Group LLC Millstone Evans Group LLC | 179 | $15,557.1 | $11,966.15 | -$3,590.95 | -23.08% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 51 | $3,800.44 | $3,409.35 | -$391.09 | -10.29% |
Elyxium Wealth LLC Elyxium Wealth LLC | 185 | $14,580 | $12,367.25 | -$2,212.75 | -15.18% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 11 | $867 | $735.35 | -$131.65 | -15.18% |
| AC Antonio Cavarero Generali Asset Management SPA SGR | 244,247 | $15.72M | $16.33M | $605,285.8 | 3.85% |