| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 17,306 | $412,828.84 | $396,220.87 | -$16,607.97 | -4.02% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31 | $713 | $709.9 | -$3.1 | -0.43% |
Daren Blonski Fermata Advisors LLC | 12,216 | $298,839.96 | $279,685.32 | -$19,154.64 | -6.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 696 | $16,987.87 | $15,941.88 | -$1,045.99 | -6.16% |
Amir Ali Monsefi Aire Advisors LLC | 265,901 | $6.4M | $6.09M | -$311,161.71 | -4.86% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 40,741 | $1.01M | $933,580.01 | -$79,570.72 | -7.85% |
Michael Byun SageView Advisory Group LLC | 443 | $10,384 | $10,149.13 | -$234.87 | -2.26% |
| PP Penny Paul Andina Capital Management LLC | 75,727 | $1.83M | $1.74M | -$92,658.18 | -5.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 46,234 | $1.12M | $1.06M | -$60,952.1 | -5.44% |
Kevin Zemann WealthPlan Investment Management LLC | 181,598 | $4.4M | $4.16M | -$234,884.27 | -5.34% |
| DP Drew Phillips Fortitude Family Office LLC | 120,619 | $2.83M | $2.76M | -$62,774.57 | -2.22% |
| VL Victoria Latham Fiduciary Alliance LLC | 60,519 | $1.46M | $1.39M | -$73,981.55 | -5.07% |
| BP Brett Pohl Kingdom Financial Group LLC | 219 | $5,037 | $5,017.29 | -$19.71 | -0.39% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 73,691 | $1.79M | $1.69M | -$98,584.36 | -5.52% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 45,463 | $1.1M | $1.04M | -$54,509.77 | -4.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 101,716 | $2.44M | $2.34M | -$106,782.08 | -4.37% |
Daniel Dorval DORVAL Corp | 338,228 | $8.24M | $7.75M | -$491,920.62 | -5.97% |
Joseph C. Gissy Tactive Advisors, LLC | 15,511 | $366,510.98 | $355,279.45 | -$11,231.53 | -3.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 281 | $6,755.23 | $6,436.08 | -$319.15 | -4.72% |
Chandler te Velde Maia Wealth LLC | 84,426 | $1.97M | $1.93M | -$35,971.32 | -1.83% |