| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 19,088 | $239,163.77 | $186,394.32 | -$52,769.45 | -22.06% |
| PIL PFG Investments LLC PFG Investments LLC | 11,058 | $134,736.38 | $108,202.53 | -$26,533.85 | -19.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,782 | $161,010.66 | $144,050.59 | -$16,960.07 | -10.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,027 | $12,552.87 | $10,044.06 | -$2,508.81 | -19.99% |
Jae Cho Marex Group plc | 20,500 | $226,730 | $199,772.5 | -$26,957.5 | -11.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 136,339 | $1.69M | $1.33M | -$356,971.22 | -21.12% |
United Advisor Group LLC United Advisor Group, LLC | 31,516 | $399,673.07 | $306,493.1 | -$93,179.97 | -23.31% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,702 | $21,486.22 | $16,585.99 | -$4,900.23 | -22.81% |
Andrea Butler Sequent Planning LLC | 42,904 | $530,402.91 | $418,528.52 | -$111,874.39 | -21.09% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 16,591 | $198,262.26 | $161,513.38 | -$36,748.88 | -18.54% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,135 | $18,798.96 | $11,100.3 | -$7,698.66 | -40.95% |
Teresa Coleman Creekside Partners | 24,815 | $304,096.74 | $243,187 | -$60,909.74 | -20.03% |
Nathan White Paragon Capital Management Inc. | 108,501 | $1.54M | $1.06M | -$475,344.22 | -30.94% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 650 | $7,325.5 | $6,321.25 | -$1,004.25 | -13.71% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,250 | $15,350 | $12,218.75 | -$3,131.25 | -20.4% |
| BPW BCS Private Wealth Management Inc. BCS Private Wealth Management Inc. | 20,235 | $223,799.1 | $198,303 | -$25,496.1 | -11.39% |
Matthew Okkerse Dauntless Investment Group LLC | 326 | $3,990 | $3,176.87 | -$813.13 | -20.38% |
Neil Azous Rareview Capital LLC | 166,033 | $1.85M | $1.62M | -$234,313.35 | -12.65% |
Heather Scully NWF Advisory Services Inc. | 10,570 | $133,627.4 | $102,898.95 | -$30,728.45 | -23% |
Elizabeth Arce Sovran Advisors LLC | 101,190 | $1.25M | $984,072.75 | -$267,743.71 | -21.39% |