| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Ertel Tassel Capital Management, Inc. | 29,641 | $631,038.93 | $615,495.36 | -$15,543.57 | -2.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,700 | $268,019 | $264,033 | -$3,986 | -1.49% |
James Rankin Modern Wealth Management, LLC | 413,738 | $8.9M | $8.6M | -$304,776.15 | -3.42% |
Dane Grouell Turning Point Benefit Group, Inc. | 112,136 | $2.38M | $2.33M | -$49,751.04 | -2.09% |
Christopher Griffith Stablepoint Partners, LLC | 340,722 | $7.17M | $7.07M | -$99,156.04 | -1.38% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,570 | $226,549.5 | $218,957.55 | -$7,591.95 | -3.35% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 73,434 | $1.52M | $1.53M | $11,382.54 | 0.75% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 11,968 | $252,884 | $248,336 | -$4,548 | -1.8% |
Tudor Financial Inc. Tudor Financial Inc. | 845 | $17,854.85 | $17,550.65 | -$304.2 | -1.7% |
Vantage Point Financial LLC Vantage Point Financial LLC | 32,373 | $685,723.04 | $672,639.72 | -$13,083.32 | -1.91% |
VestGen Advisors LLC VestGen Advisors LLC | 24,052 | $511,441.01 | $499,680.3 | -$11,760.71 | -2.3% |
| AA Alvin Anton Summit Investment Advisors Inc. | 87,324 | $1.83M | $1.81M | -$21,683.94 | -1.18% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 10,731 | $229,777.28 | $222,185.35 | -$7,591.93 | -3.3% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 28,161 | $603,024.28 | $583,355.11 | -$19,669.17 | -3.26% |
Candy Palugi Claris Financial LLC | 3,106 | $65,329 | $64,539.88 | -$789.12 | -1.21% |
Farnam Financial LLC Farnam Financial LLC | 22,724 | $480,151 | $471,750.24 | -$8,400.76 | -1.75% |
Bonnie Courtney Cambridge Financial Group LLC | 13,398 | $283,184.53 | $278,276.46 | -$4,908.07 | -1.73% |