| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 28,464 | $431,546.52 | $362,916 | -$68,630.52 | -15.9% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 2.42M | $33.8M | $30.93M | -$2.87M | -8.5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 74,415 | $1.13M | $946,930.87 | -$178,845.96 | -15.89% |
| RC Robert Chess L.M. Kohn & Company | 13,384 | $217,804.42 | $170,646 | -$47,158.42 | -21.65% |
Daniel Russell Naviter Wealth LLC | 267,260 | $3.9M | $3.4M | -$500,949.4 | -12.83% |
Jeff Ameen Spire Wealth Management | 60,086 | $999,271.96 | $754,680.16 | -$244,591.8 | -24.48% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 988 | $14,468.44 | $12,582.18 | -$1,886.26 | -13.04% |
Kimberly Cappellano Private Wealth Asset Management LLC | 200 | $2,988.19 | $2,547 | -$441.19 | -14.76% |
| SE Sima Elimelech Activest Wealth Management | 14,657 | $187,609.6 | $185,704.19 | -$1,905.41 | -1.02% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 20,054 | $256,691 | $255,387.69 | -$1,303.31 | -0.51% |
Matthew Liebman Amplius Wealth Advisors LLC | 1.03M | $13.37M | $13.15M | -$224,069.26 | -1.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,469 | $58,134.82 | $43,969.57 | -$14,165.25 | -24.37% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 36,225 | $583,308.32 | $460,238.62 | -$123,069.7 | -21.1% |
Candace Cavalier Congress Wealth Management LLC / DE / | 52,399 | $868,611.23 | $665,205.3 | -$203,405.93 | -23.42% |
Matt Shibata Morling Financial Advisors LLC | 18,700 | $265,166 | $237,583.5 | -$27,582.5 | -10.4% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 24,725 | $357,839.5 | $313,883.87 | -$43,955.63 | -12.28% |
Clint Dunn Beaird Harris Wealth Management LLC | 488 | $7,560.09 | $6,182.96 | -$1,377.13 | -18.22% |
| WTM W. Travis McKinney HB Wealth Management LLC | 18,330 | $312,074.92 | $232,332.75 | -$79,742.17 | -25.55% |
Christopher Clancy Global Wealth Strategies & Associates | 13,541 | $178,211.15 | $171,564.47 | -$6,646.68 | -3.73% |
Marc H. Stone Tyler-Stone Wealth Management | 35,136 | $557,664.2 | $445,348.8 | -$112,315.4 | -20.14% |