| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 31,376 | $2.73M | $2.76M | $28,550.4 | 1.05% |
MICHAEL DE LUZ Williams & Novak, LLC | 7,421 | $684,989.16 | $653,270.63 | -$31,718.53 | -4.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,635 | $3.06M | $2.87M | -$189,628.79 | -6.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 602,397 | $55.47M | $52.95M | -$2.52M | -4.55% |
James Rankin Modern Wealth Management, LLC | 273,591 | $25.23M | $24.06M | -$1.17M | -4.65% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $277.32 | $263.43 | -$13.89 | -5.01% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,757 | $627,308.18 | $595,021.42 | -$32,286.76 | -5.15% |
Amir Har-El Savvy Advisors, Inc. | 13,151 | $1.21M | $1.16M | -$56,274.57 | -4.64% |
United Advisor Group LLC United Advisor Group, LLC | 4,823 | $444,664.16 | $423,435.28 | -$21,228.88 | -4.77% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,632 | $427,274.31 | $406,319.04 | -$20,955.27 | -4.9% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 5,770 | $532,085.14 | $507,644.6 | -$24,440.54 | -4.59% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,448 | $318,050.85 | $303,492.96 | -$14,557.89 | -4.58% |
PETER KRUSSEL Southland Equity Partners LLC | 259,915 | $23.86M | $22.8M | -$1.06M | -4.43% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 46,264 | $4.26M | $4.07M | -$193,290.67 | -4.54% |
| MG Melissa Glennie Capital Management Associates, Inc | 7,444 | $686,371 | $655,183.66 | -$31,187.34 | -4.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 657 | $61,117.61 | $57,750.3 | -$3,367.31 | -5.51% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 917 | $84,410 | $80,035.76 | -$4,374.24 | -5.18% |
Nicole Davis Northwest Financial Advisors | 13,692 | $1.27M | $1.2M | -$65,734.75 | -5.18% |
Scott Noble Boomfish Wealth Group, LLC | 23,455 | $2.16M | $2.06M | -$101,507.27 | -4.69% |
Chandler te Velde Maia Wealth LLC | 32,370 | $2.99M | $2.84M | -$151,959.43 | -5.08% |