| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,204 | $130,501.41 | $124,453.66 | -$6,047.75 | -4.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,409 | $334,351.36 | $248,618.96 | -$85,732.4 | -25.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,093 | $380,205.88 | $313,119.09 | -$67,086.79 | -17.64% |
Angela Kelley HTLF Bank | 89,027 | $2.46M | $2.13M | -$331,625.29 | -13.48% |
Ann Keitner Quantum Portfolio Management LLC | 1.6M | $37.95M | $38.31M | $360,472.72 | 0.95% |
United Advisor Group LLC United Advisor Group, LLC | 21,007 | $600,518.79 | $502,382.4 | -$98,136.39 | -16.34% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,944 | $117,125 | $118,087.44 | $962.44 | 0.82% |
Craig Silberg EVERPAR ADVISORS LLC | 23,175 | $646,536.43 | $554,809.5 | -$91,726.93 | -14.19% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 11,074 | $355,250.45 | $265,111.56 | -$90,138.89 | -25.37% |
Margaret Nickens Elm3 Financial Group, LLC | 29,835 | $965,183.5 | $714,249.9 | -$250,933.6 | -26% |
Jonathan Chatfield LM Advisors LLC | 587 | $19,005.41 | $14,043.97 | -$4,961.44 | -26.11% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,641 | $552,331.66 | $472,071.43 | -$80,260.23 | -14.53% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 42,328 | $1.24M | $1.01M | -$225,574.26 | -18.22% |
| FTM F. Thomas Mosley Mosley Wealth Management | 56 | $1,326.64 | $1,341.2 | $14.56 | 1.1% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 12,713 | $366,286.25 | $304,476.35 | -$61,809.9 | -16.87% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 46,876 | $1.26M | $1.12M | -$138,149.48 | -10.96% |
Douglas E. Morisoli Fairman Group, LLC | 1,451 | $41,223.14 | $34,867.53 | -$6,355.61 | -15.42% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 1,130 | $34,747.41 | $27,159.55 | -$7,587.86 | -21.84% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 8,931 | $277,472.19 | $212,736.42 | -$64,735.77 | -23.33% |
Ian Jameson American Capital Advisory, LLC | 6,423 | $168,649.3 | $154,376.8 | -$14,272.5 | -8.46% |