| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 13,125 | $376,805 | $312,243.75 | -$64,561.25 | -17.13% |
Shannon Barnes Kerusso Capital Management LLC | 74,725 | $2.15M | $1.78M | -$367,647.25 | -17.14% |
Argentarii LLC Argentarii, LLC | 8,368 | $302,386.82 | $199,074.72 | -$103,312.1 | -34.17% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 105,951 | $3.18M | $2.52M | -$656,715.62 | -20.67% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 46,846.63 | $1.83M | $1.11M | -$719,097.43 | -39.22% |
Neisy Arnez Drucker Wealth 3.0, LLC | 46,308 | $1.48M | $1.1M | -$383,098.74 | -25.8% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 39,630 | $1.48M | $942,797.7 | -$536,942.61 | -36.29% |
Carmen McClennon WR Wealth Planners, LLC | 1,466.06 | $63,084.95 | $34,877.52 | -$28,207.43 | -44.71% |
Nathan Edwards IMG Wealth Management, Inc. | 585 | $18,748.9 | $13,917.15 | -$4,831.75 | -25.77% |
David A Rozenson Fairscale Capital, LLC | 668 | $25,821.47 | $15,891.72 | -$9,929.75 | -38.46% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 165 | $5,184.3 | $3,925.35 | -$1,258.95 | -24.28% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 9,492 | $272,515 | $225,814.68 | -$46,700.32 | -17.14% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 8,281 | $231,868 | $197,004.99 | -$34,863.01 | -15.04% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 315 | $10,696.3 | $7,493.85 | -$3,202.45 | -29.94% |
Jesper Bonnivier Avanza Fonder AB | 321,152 | $11.31M | $7.64M | -$3.67M | -32.43% |
Barry Carpenter Cascades Capital Asset Management, LLC | 8,738 | $364,986.26 | $207,877.02 | -$157,109.24 | -43.05% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,604 | $58,672.59 | $38,159.16 | -$20,513.43 | -34.96% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 13,981 | $524,790.03 | $332,607.99 | -$192,182.04 | -36.62% |
Taryn Anderson YANKCOM Partnership | 300 | $8,464.26 | $7,137 | -$1,327.26 | -15.68% |
David Levy Diversified Enterprises LLC | 19,296 | $757,669.63 | $459,051.84 | -$298,617.79 | -39.41% |