| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 2,596 | $1.01M | $933,521.63 | -$79,337.81 | -7.83% |
Patrick D. Hayes Canopy Partners LLC | 464 | $180,138.84 | $185,785.6 | $5,646.76 | 3.13% |
| BP Brett Pohl Kingdom Financial Group LLC | 375 | $183,960 | $130,140 | -$53,820 | -29.26% |
Stephen Smith Kestra Investment Management LLC | 662 | $257,008.02 | $238,055.21 | -$18,952.81 | -7.37% |
Scott Register Register Financial Advisors LLC | 498 | $193,393.22 | $179,080.8 | -$14,312.42 | -7.4% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 915 | $357,993.11 | $329,034.01 | -$28,959.1 | -8.09% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 91 | $6,336.23 | $32,723.6 | $26,387.37 | 416.45% |
Paul L. Moffat Arista Wealth Management LLC | 3,275 | $1.32M | $1.31M | -$12,843.43 | -0.97% |
Moises Valladares Insigneo Advisory Services LLC | 2,530 | $417,977.56 | $882,160.4 | $464,182.84 | 111.05% |
| TAL TFB Advisors LLC TFB Advisors LLC | 911 | $365,445.38 | $364,764.39 | -$680.99 | -0.19% |
Ashley Buboltz Moran Wealth Management LLC | 475 | $233,016 | $170,810 | -$62,206 | -26.7% |
Kevin Kroskey True Wealth Design LLC | 334 | $52,005.89 | $119,077.68 | $67,071.79 | 128.97% |
Jill Batley Gateway Wealth Partners LLC | 826 | $320,678.95 | $279,534.92 | -$41,144.03 | -12.83% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 586 | $287,468.16 | $210,725.61 | -$76,742.55 | -26.7% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 64,231 | $27.14M | $23.1M | -$4.04M | -14.89% |
Lison Couture iA Global Asset Management Inc. | 2,681 | $627,005.47 | $964,087.63 | $337,082.16 | 53.76% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 533 | $206,926.78 | $191,666.81 | -$15,259.97 | -7.37% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 1,022 | $501,353 | $409,208.79 | -$92,144.21 | -18.38% |
Ian Laterreur Ergawealth Advisors Inc. | 1,041 | $510,673 | $365,120.34 | -$145,552.66 | -28.5% |
| PIL PFG Investments LLC PFG Investments LLC | 3,214 | $168,658.56 | $1.13M | $961,608.82 | 570.15% |