| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rodrigo Diaz Plan Group Financial LLC | 211,316 | $6.19M | $5.8M | -$393,883.33 | -6.36% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 13,558 | $393,553.52 | $371,963.73 | -$21,589.79 | -5.49% |
Loni Adams Daymark Wealth Partners LLC | 56,506 | $1.65M | $1.55M | -$105,948.31 | -6.41% |
Dennis Wallace Fortune Financial Advisors LLC | 21,266 | $597,932.22 | $583,432.71 | -$14,499.51 | -2.42% |
| BP Brett Pohl Kingdom Financial Group LLC | 4 | $117.46 | $109.46 | -$8 | -6.81% |
Jeffrey Hanson Breakwater Capital Group | 130,176 | $3.78M | $3.57M | -$211,914.25 | -5.61% |
Moises Valladares Insigneo Advisory Services LLC | 151,173 | $4.34M | $4.14M | -$206,387.33 | -4.75% |
Scott Highmark Mosaic Family Wealth Partners LLC | 159,029 | $4.4M | $4.36M | -$44,970.12 | -1.02% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 146,289 | $4.16M | $4.02M | -$139,711.23 | -3.36% |
| PIL PFG Investments LLC PFG Investments LLC | 11,564 | $338,814.65 | $317,952.18 | -$20,862.47 | -6.16% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 126,843 | $3.51M | $3.48M | -$29,287.84 | -0.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,068 | $770,046.67 | $717,391.36 | -$52,655.31 | -6.84% |
Dina Fliss Global View Capital Management LLC | 7,624 | $220,208.25 | $209,240.68 | -$10,967.57 | -4.98% |
Jesse Steele Etesian Wealth Advisors, Inc. | 7,527 | $205,885.15 | $206,465.61 | $580.46 | 0.28% |
NICOLE MARTIN Arlington Trust Co LLC | 300 | $8,658 | $8,211 | -$447 | -5.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,395 | $241,103.9 | $230,652.62 | -$10,451.28 | -4.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,001 | $86,311.03 | $82,107.36 | -$4,203.67 | -4.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,012 | $234,274 | $219,208.32 | -$15,065.68 | -6.43% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 537,307 | $15.62M | $14.74M | -$883,165.97 | -5.65% |
Amir Har-El Savvy Advisors, Inc. | 81,979 | $2.35M | $2.25M | -$99,497.13 | -4.23% |