| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,693 | $474,972.3 | $452,029.76 | -$22,942.54 | -4.83% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 2,218 | $225,358.8 | $213,637.76 | -$11,721.04 | -5.2% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 14 | $1,910.58 | $1,348.48 | -$562.1 | -29.42% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,983 | $205,449 | $191,002.56 | -$14,446.44 | -7.03% |
Kevin Kroskey True Wealth Design LLC | 345 | $34,580.19 | $33,230.4 | -$1,349.79 | -3.9% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 14,780 | $1.63M | $1.42M | -$202,780.34 | -12.47% |
Lison Couture iA Global Asset Management Inc. | 22,453 | $2.33M | $2.16M | -$164,131.43 | -7.05% |
| PIL PFG Investments LLC PFG Investments LLC | 6,310 | $830,506.83 | $607,779.2 | -$222,727.63 | -26.82% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 7,066 | $712,464.79 | $680,597.12 | -$31,867.67 | -4.47% |
| JG Jacob Going Alpine Bank Wealth Management | 2,670 | $434,969.74 | $257,174.4 | -$177,795.34 | -40.88% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 2,025 | $209,850.75 | $195,048 | -$14,802.75 | -7.05% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 427 | $42,117.07 | $41,128.64 | -$988.43 | -2.35% |
Alexandra Stickelman Root Financial Partners, LLC | 318 | $36,356.73 | $30,629.76 | -$5,726.97 | -15.75% |
Eugene Donato KENNEDY INVESTMENT GROUP | 3,903 | $549,088.77 | $375,936.96 | -$173,151.81 | -31.53% |
Courtney Holt Compound Planning, Inc. | 2,451 | $292,913.93 | $236,080.32 | -$56,833.61 | -19.4% |
Nemes Rush Group LLC Nemes Rush Group LLC | 200 | $31,359.08 | $19,264 | -$12,095.08 | -38.57% |
Ian Wang Plato Investment Management Ltd | 6,228 | $844,629.95 | $599,880.96 | -$244,748.99 | -28.98% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 223 | $35,465.96 | $21,479.36 | -$13,986.6 | -39.44% |
Driton Bilali Ilex Capital Partners (UK) LLP | 438,621 | $45.45M | $42.25M | -$3.21M | -7.05% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,992 | $368,914.27 | $288,189.44 | -$80,724.83 | -21.88% |