| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,740 | $445,696.9 | $432,144.38 | -$13,552.52 | -3.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3 | $69 | $69.09 | $0.09 | 0.13% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 64,870 | $1.55M | $1.5M | -$52,761.73 | -3.41% |
Daren Blonski Fermata Advisors LLC | 12,216 | $298,839.96 | $281,700.95 | -$17,139.01 | -5.74% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 696 | $16,987.87 | $16,049.76 | -$938.11 | -5.52% |
Amir Ali Monsefi Aire Advisors LLC | 272,527 | $6.55M | $6.28M | -$269,019.68 | -4.1% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 40,741 | $1.01M | $939,487.42 | -$73,663.31 | -7.27% |
| EM Erin Mccann Simplicity Wealth LLC | 30,618 | $701,764.56 | $706,051.05 | $4,286.49 | 0.61% |
Penny Paul Andina Capital Management LLC | 19,023 | $456,932.51 | $438,670.36 | -$18,262.15 | -4% |
Amanda Hawley Atria Wealth Solutions Inc. | 46,234 | $1.12M | $1.07M | -$54,017.05 | -4.82% |
Kevin Zemann WealthPlan Investment Management LLC | 148,764 | $3.6M | $3.43M | -$170,982.78 | -4.75% |
Rachel Faulk Cape Investment Advisory Inc. | 2,242 | $51,387 | $51,700.52 | $313.52 | 0.61% |
Drew Phillips Fortitude Family Office LLC | 73,556 | $1.72M | $1.7M | -$26,480.31 | -1.54% |
Victoria Latham Fiduciary Alliance LLC | 57,795 | $1.39M | $1.33M | -$61,716.68 | -4.43% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 73,106 | $1.77M | $1.69M | -$86,741.03 | -4.89% |
Neil Christ Oak Hill Wealth Advisors LLC | 45,463 | $1.1M | $1.05M | -$47,690.37 | -4.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 87,954 | $2.11M | $2.03M | -$84,450.05 | -4% |
Daniel Dorval DORVAL Corp | 346,058 | $8.42M | $7.98M | -$438,399.2 | -5.21% |
Joseph C. Gissy Tactive Advisors, LLC | 15,511 | $366,510.98 | $357,683.64 | -$8,827.34 | -2.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 281 | $6,755.23 | $6,474.24 | -$280.99 | -4.16% |