| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HG Heather Greenwood Cobblestone Asset Management LLC | 47,750 | $996,221.12 | $977,681.25 | -$18,539.87 | -1.86% |
NICOLE MARTIN Arlington Trust Co LLC | 200 | $4,200 | $4,095 | -$105 | -2.5% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 255,131 | $5.38M | $5.22M | -$152,106.84 | -2.83% |
Kevin Bresler TD Waterhouse Canada Inc. | 47,391 | $989,823.75 | $970,330.72 | -$19,493.03 | -1.97% |
Courtney Haddad Concurrent Investment Advisors, LLC | 291,910 | $6.06M | $5.98M | -$84,104.71 | -1.39% |
Joseph C. Gissy Tactive Advisors, LLC | 26,495 | $552,045.9 | $542,485.12 | -$9,560.78 | -1.73% |
Amir Har-El Savvy Advisors, Inc. | 23,972 | $489,262 | $490,826.7 | $1,564.7 | 0.32% |
David W. Lewis Lewis Asset Management, LLC | 26,145 | $546,965.89 | $535,318.87 | -$11,647.02 | -2.13% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 289,578 | $6.08M | $5.93M | -$149,132.76 | -2.45% |
Andrea Butler Sequent Planning LLC | 19,733 | $415,548.87 | $404,033.17 | -$11,515.7 | -2.77% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,913 | $38,884.5 | $39,178.24 | $293.74 | 0.76% |
Craig Silberg EVERPAR ADVISORS LLC | 24,599 | $515,058.97 | $503,664.52 | -$11,394.45 | -2.21% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 67,470 | $1.42M | $1.38M | -$34,433.53 | -2.43% |
| JC JOHN CALOTTA Endurance Services Ltd | 743,494 | $15.17M | $15.22M | $48,326.66 | 0.32% |
Margaret Nickens Elm3 Financial Group, LLC | 9,926 | $206,735.55 | $203,234.85 | -$3,500.7 | -1.69% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,035 | $335,612.59 | $328,316.62 | -$7,295.97 | -2.17% |
Angela Mari Abich Financial Wealth Management LLC | 809 | $16,932 | $16,568.32 | -$363.68 | -2.15% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 32,298 | $677,815.84 | $661,463.04 | -$16,352.8 | -2.41% |
| CI CacheTech Inc. CacheTech Inc. | 23,453 | $489,363.32 | $480,317.44 | -$9,045.88 | -1.85% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 180,941 | $3.69M | $3.7M | $11,760.96 | 0.32% |