| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David K. Balsdon Harvest Portfolios Group Inc. | 381,326 | $81.84M | $78.47M | -$3.37M | -4.11% |
Daniel Ronan Catalyst Financial Partners LLC | 4,385 | $991,035.37 | $854,987.3 | -$136,048.07 | -13.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,347 | $2.1M | $1.82M | -$281,561.57 | -13.38% |
Edward Lowndes Angeles Wealth Management LLC | 7,237 | $1.57M | $1.41M | -$160,167.04 | -10.19% |
Kevin Zemann WealthPlan Investment Management LLC | 1,902 | $516,149.98 | $370,851.96 | -$145,298.02 | -28.15% |
Benjamin Cauley Carr Financial Group Corp. | 1,109 | $257,807.63 | $216,011.02 | -$41,796.61 | -16.21% |
James Rukstalis ESG Planning DBA Harper Investing | 2,047 | $425,760.89 | $399,124.06 | -$26,636.83 | -6.26% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,307 | $516,832.05 | $449,818.86 | -$67,013.19 | -12.97% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,037 | $1.36M | $1.18M | -$185,162.02 | -13.59% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,058 | $579,796.8 | $640,253.46 | $60,456.66 | 10.43% |
Nadine Hofstetter Northwest Bank & Trust Co. | 221 | $47,021.29 | $43,090.58 | -$3,930.71 | -8.36% |
| MK Malinda Khauv Cercano Management LLC | 6,890 | $1.58M | $1.42M | -$159,365.65 | -10.1% |
William Cantus Pacific Sage Partners LLC | 1,659 | $389,859.22 | $323,140.02 | -$66,719.2 | -17.11% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 30,202 | $6.66M | $5.88M | -$781,237.61 | -11.72% |
CJ Harrison DecisionPoint Financial LLC | 49 | $11,106.27 | $9,544.22 | -$1,562.05 | -14.06% |
| JG John Ginter Callan Family Office LLC | 20,031 | $4.23M | $4.19M | -$39,925.45 | -0.94% |
Junaid Subhan Sagard Holdings Management Inc. | 43 | $8,494 | $8,384.14 | -$109.86 | -1.29% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 1,468 | $368,395.71 | $302,099.72 | -$66,295.99 | -18% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,352 | $533,307.48 | $458,592.96 | -$74,714.52 | -14.01% |
David Hunter Horizons Wealth Management | 13 | $2,765.62 | $2,534.74 | -$230.88 | -8.35% |