| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 15,137 | $511,855.06 | $394,167.48 | -$117,687.58 | -22.99% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 28,404 | $447,079 | $531,012.78 | $83,933.78 | 18.77% |
Jessica Vickery BlueChip Wealth Advisors LLC | 32,322 | $948,325.03 | $850,068.6 | -$98,256.43 | -10.36% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 200 | $5,922 | $3,744 | -$2,178 | -36.78% |
Smart Wealth LLC Smart Wealth LLC | 72,479 | $1.89M | $1.88M | -$9,758.61 | -0.52% |
| PS Paula Spurgeon BankPlus Trust Department | 2,421 | $67,109.39 | $62,946 | -$4,163.39 | -6.2% |
| FG Fabian Guerra Guerra Advisors Inc. | 734 | $30,498 | $18,981.24 | -$11,516.76 | -37.76% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 14,217 | $490,678.08 | $367,651.62 | -$123,026.46 | -25.07% |
| PC Patrick Collar Collar Capital Management LLC | 12,182 | $288,449.89 | $315,270.16 | $26,820.27 | 9.3% |