| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 7,251 | $324,087.75 | $295,840.8 | -$28,246.95 | -8.72% |
John DeMarco Trajan Wealth LLC | 398,476 | $17.66M | $16.26M | -$1.4M | -7.94% |
Mariana Coli Dunhill Financial LLC | 5,452 | $247,447.31 | $226,039.92 | -$21,407.39 | -8.65% |
Christopher Casanega Sharper & Granite LLC | 50,259 | $2.08M | $2.09M | $6,175.15 | 0.3% |
| BP Brett Pohl Kingdom Financial Group LLC | 73 | $3,123 | $3,020.74 | -$102.26 | -3.27% |
Moises Valladares Insigneo Advisory Services LLC | 14,134 | $648,759.91 | $585,006.26 | -$63,753.65 | -9.83% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 23,442 | $1.05M | $956,433.6 | -$93,066.96 | -8.87% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 10,316 | $491,637.71 | $421,202.28 | -$70,435.43 | -14.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,566 | $281,071.66 | $267,892.8 | -$13,178.86 | -4.69% |
Jae Cho Marex Group plc | 4,800 | $205,344 | $198,600 | -$6,744 | -3.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,310 | $425,212.02 | $386,225.35 | -$38,986.67 | -9.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,235 | $1.35M | $1.34M | -$17,078.76 | -1.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,796 | $416,502.71 | $364,682.16 | -$51,820.55 | -12.44% |
| WG William Garver Leibman Financial Services, Inc. | 151,803 | $6.93M | $6.28M | -$648,428.96 | -9.36% |
Joshua Stipcich Tidemark, LLC | 37 | $1,679 | $1,531.24 | -$147.76 | -8.8% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,977 | $1.04M | $978,261.6 | -$62,975.5 | -6.05% |
Jonathan Chatfield LM Advisors LLC | 5,454 | $233,774.49 | $222,686.82 | -$11,087.67 | -4.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,897 | $278,297.01 | $244,489.62 | -$33,807.39 | -12.15% |
Brian Krause Cascade Financial Partners, LLC | 11,214 | $524,243.64 | $457,867.62 | -$66,376.02 | -12.66% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,224 | $50,806.97 | $50,747.04 | -$59.93 | -0.12% |