| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheila J. Lindsay Bensler LLC | 2,900 | $663,674.22 | $535,514 | -$128,160.22 | -19.31% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 6,835 | $1.44M | $1.28M | -$161,446.53 | -11.19% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,041 | $631,603.3 | $746,211.06 | $114,607.76 | 18.15% |
Kevin Kroskey True Wealth Design LLC | 492 | $106,503.56 | $92,855.16 | -$13,648.4 | -12.81% |
Jill Batley Gateway Wealth Partners LLC | 5,657 | $1.13M | $1.05M | -$73,468.72 | -6.53% |
David Kronour Kapstone Financial Advisors LLC | 1,447 | $299,627.33 | $267,203.02 | -$32,424.31 | -10.82% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 4,025 | $717,392.78 | $752,222.19 | $34,829.41 | 4.85% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,165 | $919,112.42 | $953,768.9 | $34,656.48 | 3.77% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 4,269 | $816,603.47 | $796,125.85 | -$20,477.62 | -2.51% |
Leigha Shepard Midwest Financial Group LLC | 8,687 | $1.82M | $1.6M | -$216,213.49 | -11.88% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 963 | $208,459 | $180,610.65 | -$27,848.35 | -13.36% |
Beth Zilka Baron Wealth Management LLC | 1,392 | $302,145.53 | $257,046.72 | -$45,098.81 | -14.93% |
Lison Couture iA Global Asset Management Inc. | 62,200 | $13.46M | $11.49M | -$1.98M | -14.69% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,889 | $376,386.28 | $348,822.74 | -$27,563.54 | -7.32% |
Amber Anderson Aspen Wealth Strategies LLC | 2,930 | $613,485.64 | $548,320.2 | -$65,165.44 | -10.62% |
| PIL PFG Investments LLC PFG Investments LLC | 25,510 | $4.93M | $4.77M | -$161,462.54 | -3.27% |
| JC Jared Calvert Buck Wealth Strategies LLC | 201 | $43,510 | $37,544.79 | -$5,965.21 | -13.71% |
| FGI Foresight Global Investors Inc. Foresight Global Investors Inc. | 1,838 | $396,695.07 | $343,742.76 | -$52,952.31 | -13.35% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 2,267 | $490,730.14 | $418,624.22 | -$72,105.92 | -14.69% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 7,951 | $1.48M | $1.47M | -$11,122.34 | -0.75% |