| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 11,186 | $247,882 | $214,491.55 | -$33,390.45 | -13.47% |
Janice M. Powell Diversify Advisory Services, LLC | 19,798 | $443,971.56 | $380,418.57 | -$63,552.99 | -14.31% |
Kevyn Hill Hilltop National Bank | 200 | $4,377.88 | $3,842 | -$535.88 | -12.24% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 24,220 | $532,855.24 | $466,598.3 | -$66,256.94 | -12.43% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 17,042 | $376,361.88 | $326,780.35 | -$49,581.53 | -13.17% |
| HAS Hayley A. Snell LRI Investments, LLC | 522 | $11,191.27 | $9,972.81 | -$1,218.46 | -10.89% |
Lee Larson Everstar Asset Management, LLC | 37,669 | $827,211.43 | $723,809.83 | -$103,401.6 | -12.5% |
Michael Dziura Westfuller Advisors, LLC | 4,269 | $86,832.98 | $82,007.49 | -$4,825.49 | -5.56% |
| NCG Noah C Goldberg Jain Global LLC | 14,602 | $263,128 | $280,703.01 | $17,575.01 | 6.68% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 41,893 | $825,313.96 | $804,555.06 | -$20,758.9 | -2.52% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 19,071 | $405,259 | $366,639.97 | -$38,619.03 | -9.53% |
Carmen McClennon WR Wealth Planners, LLC | 500 | $10,408.3 | $9,587.5 | -$820.8 | -7.89% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 955,548 | $19.65M | $18.37M | -$1.28M | -6.53% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 11,586 | $244,651.31 | $222,509.13 | -$22,142.18 | -9.05% |
Greg Reidy Granite FO LLC | 118,310 | $2.33M | $2.22M | -$106,770.9 | -4.58% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,217 | $26,725 | $23,335.97 | -$3,389.03 | -12.68% |
Braden Janowski Fieldview Capital Management LLC | 43,057 | $869,345.36 | $827,124.97 | -$42,220.39 | -4.86% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 15,117 | $305,816.97 | $289,868.47 | -$15,948.5 | -5.22% |
BluePointe Capital Management LLC BluePointe Capital Management LLC | 139,387 | $2.85M | $2.67M | -$181,206.24 | -6.35% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 2,825 | $57,150 | $54,268.25 | -$2,881.75 | -5.04% |