| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 35,082 | $1.54M | $1.49M | -$48,941.59 | -3.17% |
Dalila Toledo Ascent Group LLC | 54,024 | $2.41M | $2.3M | -$108,375.61 | -4.5% |
| EM Erin Mccann Simplicity Wealth LLC | 7,140 | $342,742.8 | $304,699.5 | -$38,043.3 | -11.1% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 12,708 | $523,442.52 | $542,378.71 | $18,936.19 | 3.62% |
Joseph J. Costigan apricus wealth LLC | 4,950 | $222,799.49 | $210,870 | -$11,929.49 | -5.35% |
Michael Byun SageView Advisory Group LLC | 12,168 | $548,667.67 | $518,356.8 | -$30,310.87 | -5.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,010 | $276,351.35 | $254,463.4 | -$21,887.95 | -7.92% |
Taro Kuriyama Axq Capita LLP | 28,841 | $1.34M | $1.23M | -$113,344.71 | -8.43% |
David K. Balsdon Harvest Portfolios Group Inc. | 297,546 | $13.87M | $12.6M | -$1.27M | -9.18% |
Clinton Joyner ATLAS Infrastructure Partners UKK) Ltd. | 7.75M | $361.35M | $334.06M | -$27.28M | -7.55% |
| BPN Brent P. Nicks Strategic Planning Inc. | 49,697 | $2.29M | $2.12M | -$171,296.96 | -7.48% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,580 | $223,323.6 | $193,917.2 | -$29,406.4 | -13.17% |
Michael Topley Lansing Street Advisors | 12,670 | $478,731.27 | $536,447.8 | $57,716.53 | 12.06% |
Daniel Ronan Catalyst Financial Partners LLC | 12,172 | $525,452.27 | $518,527.2 | -$6,925.07 | -1.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,863 | $355,955.93 | $376,500.24 | $20,544.31 | 5.77% |
Edward Lowndes Angeles Wealth Management LLC | 7,291 | $339,906.42 | $310,596.6 | -$29,309.82 | -8.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,275 | $55,117.98 | $54,372.37 | -$745.61 | -1.35% |
Nadine Hofstetter Northwest Bank & Trust Co. | 230 | $9,367 | $9,738.2 | $371.2 | 3.96% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,361 | $892,010.44 | $869,903.36 | -$22,107.08 | -2.48% |
CJ Harrison DecisionPoint Financial LLC | 9 | $394.33 | $382.32 | -$12.01 | -3.05% |