| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul L. Moffat Arista Wealth Management LLC | 1,101 | $617,232 | $442,535.94 | -$174,696.06 | -28.3% |
Moises Valladares Insigneo Advisory Services LLC | 1,350 | $429,683.45 | $525,170.25 | $95,486.8 | 22.22% |
Ashley Buboltz Moran Wealth Management LLC | 12,514 | $5.31M | $4.95M | -$366,410.2 | -6.89% |
David Smith Linden Thomas Advisory Services LLC | 977 | $464,338.84 | $385,651.21 | -$78,687.63 | -16.95% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 26 | $11,042 | $10,120.5 | -$921.5 | -8.35% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,500 | $258,581.57 | $599,550 | $340,968.43 | 131.86% |
Kevin Kroskey True Wealth Design LLC | 4 | $2,284.97 | $1,668.76 | -$616.21 | -26.97% |
David Kronour Kapstone Financial Advisors LLC | 1,283 | $605,402.93 | $525,824.72 | -$79,578.21 | -13.14% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,074 | $550,082.14 | $427,785.48 | -$122,296.66 | -22.23% |
Lison Couture iA Global Asset Management Inc. | 9,405 | $5.66M | $3.72M | -$1.94M | -34.21% |
| PIL PFG Investments LLC PFG Investments LLC | 3,674 | $1.13M | $1.52M | $388,596.5 | 34.49% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 6,184 | $2.28M | $2.45M | $164,058.36 | 7.18% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 26 | $14,234.87 | $10,824.32 | -$3,410.55 | -23.96% |
Jorge Paganin Abacus Wealth Partners, LLC | 399 | $191,367.08 | $159,111.22 | -$32,255.86 | -16.86% |
Courtney Holt Compound Planning, Inc. | 1,362 | $858,914.46 | $559,645.8 | -$299,268.66 | -34.84% |
Katherine Stoner Empower Advisory Group, LLC | 1,167 | $654,069 | $461,420.13 | -$192,648.87 | -29.45% |
Ian Wang Plato Investment Management Ltd | 943 | $541,140.91 | $373,380.76 | -$167,760.15 | -31% |
John Shanley Aspect Partners, LLC | 2 | $1,128.5 | $794.7 | -$333.8 | -29.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 663 | $351,134.41 | $270,126.09 | -$81,008.32 | -23.07% |
Tony Macafee UniSuper Management Pty Ltd | 8,868 | $3.74M | $3.52M | -$226,080.29 | -6.04% |