| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 156,839 | $15.03M | $14.54M | -$489,741.3 | -3.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,764 | $462,861.52 | $441,456.06 | -$21,405.46 | -4.62% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 126 | $12,329 | $11,669.49 | -$659.51 | -5.35% |
Scott Register Register Financial Advisors LLC | 68 | $6,654 | $6,302.92 | -$351.08 | -5.28% |
Justin Halverson Great Waters Wealth Management | 18,318 | $1.77M | $1.7M | -$78,164.9 | -4.41% |
Walter J. West Milestone Asset Management LLC | 8,146 | $778,116.38 | $754,808.36 | -$23,308.02 | -3% |
| FFL Financial Freedom LLC Financial Freedom LLC | 13,246 | $1.22M | $1.23M | $5,191.49 | 0.42% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 26 | $2,554 | $2,407.86 | -$146.14 | -5.72% |
| MRC Martin R. Curiel MYECFO, LLC | 88,576 | $8.5M | $8.22M | -$281,607.11 | -3.31% |
Lars Phillips RAM Investment Partners, LLC | 561,746 | $54.02M | $52M | -$2.02M | -3.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,135 | $1.82M | $1.76M | -$59,275.45 | -3.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,702 | $371,552.95 | $342,823.71 | -$28,729.24 | -7.73% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,212 | $215,139.23 | $205,118.98 | -$10,020.25 | -4.66% |
James Rankin Modern Wealth Management, LLC | 79,372 | $7.81M | $7.36M | -$456,686.46 | -5.84% |
Amir Har-El Savvy Advisors, Inc. | 11,760 | $1.14M | $1.09M | -$53,265.62 | -4.66% |
Cody Gehman Stonebridge Financial Group, LLC | 5,490 | $527,336.87 | $508,374 | -$18,962.87 | -3.6% |
Joshua Stipcich Tidemark, LLC | 105 | $10,085.31 | $9,721.42 | -$363.89 | -3.61% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 105 | $10,274 | $9,721.42 | -$552.58 | -5.38% |
Scott Noble Boomfish Wealth Group, LLC | 6,100 | $585,035.66 | $565,591.39 | -$19,444.27 | -3.32% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,747 | $267,831.64 | $254,619.43 | -$13,212.21 | -4.93% |