| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $55 | $51.38 | -$3.62 | -6.58% |
Bill Scoggins First Citizens Asset Management Inc. | 24,267 | $620,846.51 | $623,297.89 | $2,451.38 | 0.39% |
Jeffrey Hanson Breakwater Capital Group | 379,907 | $9.94M | $9.77M | -$166,913.89 | -1.68% |
Moises Valladares Insigneo Advisory Services LLC | 75,089 | $2.05M | $1.93M | -$116,763.04 | -5.71% |
Jill Batley Gateway Wealth Partners LLC | 9,531 | $254,664.9 | $244,708.42 | -$9,956.48 | -3.91% |
Johnathan Kasting DDFG Inc. | 53,110 | $1.35M | $1.37M | $18,280.71 | 1.35% |
| PIL PFG Investments LLC PFG Investments LLC | 15,077 | $410,687 | $389,137.37 | -$21,549.63 | -5.25% |
Michael Yoder Yoder Wealth Management Inc. | 26,846 | $689,804.48 | $690,613.35 | $808.87 | 0.12% |
Shawn Scholz Impact Partnership Wealth, LLC | 144,351 | $3.94M | $3.71M | -$227,026.54 | -5.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 42,615 | $1.15M | $1.1M | -$49,059.53 | -4.27% |
Jae Cho Marex Group plc | 53,522 | $1.43M | $1.38M | -$50,043.03 | -3.5% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 132,057 | $3.51M | $3.41M | -$102,012.74 | -2.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 278 | $7,455.05 | $7,139.04 | -$316.01 | -4.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 49,733 | $1.33M | $1.28M | -$51,723 | -3.89% |
RENEE PILKENTON Exchange Bank | 24,979 | $621,738.07 | $643,209.25 | $21,471.18 | 3.45% |
Charles Corkery PUREfi Wealth, LLC | 25,865 | $696,116.68 | $666,670.37 | -$29,446.31 | -4.23% |
Andrea Butler Sequent Planning LLC | 12,480 | $340,868.71 | $320,923.2 | -$19,945.51 | -5.85% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,185 | $223,057.76 | $210,395.42 | -$12,662.34 | -5.68% |
Angela Mari Abich Financial Wealth Management LLC | 7,045 | $195,318.14 | $181,056.5 | -$14,261.64 | -7.3% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 13,631 | $367,537.13 | $351,816.11 | -$15,721.02 | -4.28% |