| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 19,088 | $239,163.77 | $206,913.92 | -$32,249.85 | -13.48% |
| PIL PFG Investments LLC PFG Investments LLC | 11,058 | $134,736.38 | $117,988.86 | -$16,747.52 | -12.43% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,782 | $161,010.66 | $157,723.94 | -$3,286.72 | -2.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,022 | $12,502.89 | $10,904.74 | -$1,598.15 | -12.78% |
Jae Cho Marex Group plc | 20,500 | $226,730 | $222,220 | -$4,510 | -1.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 139,939 | $1.74M | $1.49M | -$242,289.6 | -13.96% |
United Advisor Group LLC United Advisor Group, LLC | 31,516 | $399,673.07 | $336,275.72 | -$63,397.35 | -15.86% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,702 | $21,486.22 | $18,160.34 | -$3,325.88 | -15.48% |
Andrea Butler Sequent Planning LLC | 42,904 | $530,402.91 | $465,079.36 | -$65,323.55 | -12.32% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,096 | $214,516.08 | $193,084.32 | -$21,431.76 | -9.99% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,135 | $18,798.96 | $12,303.4 | -$6,495.56 | -34.55% |
Teresa Coleman Creekside Partners | 24,815 | $304,096.74 | $264,776.05 | -$39,320.69 | -12.93% |
Nathan White Paragon Capital Management Inc. | 108,742 | $1.54M | $1.16M | -$380,091.77 | -24.68% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 650 | $7,325.5 | $6,981 | -$344.5 | -4.7% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,250 | $15,350 | $13,337.5 | -$2,012.5 | -13.11% |
| BPW BCS Private Wealth Management Inc. BCS Private Wealth Management Inc. | 20,235 | $223,799.1 | $215,907.45 | -$7,891.65 | -3.53% |
Matthew Okkerse Dauntless Investment Group LLC | 326 | $3,990 | $3,501.24 | -$488.76 | -12.25% |
Neil Azous Rareview Capital LLC | 166,033 | $1.85M | $1.77M | -$80,732.82 | -4.36% |
Heather Scully NWF Advisory Services Inc. | 10,570 | $133,627.4 | $112,781.9 | -$20,845.5 | -15.6% |
Elizabeth Arce Sovran Advisors LLC | 101,190 | $1.25M | $1.08M | -$172,119.16 | -13.75% |