| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 31,332 | $650,715.33 | $614,420.52 | -$36,294.81 | -5.58% |
Candace Cavalier Congress Wealth Management LLC / DE / | 653,282 | $13.5M | $12.81M | -$684,581.81 | -5.07% |
Mariana Coli Dunhill Financial LLC | 202 | $4,157.69 | $3,961.22 | -$196.47 | -4.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,154 | $429,003.18 | $412,714.54 | -$16,288.64 | -3.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 48,500 | $986,005 | $951,085 | -$34,920 | -3.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 500,532 | $10.28M | $9.82M | -$459,895.01 | -4.48% |
James Rankin Modern Wealth Management, LLC | 1.33M | $26.9M | $26.02M | -$881,994.16 | -3.28% |
Andrea Butler Sequent Planning LLC | 343,014 | $7.06M | $6.72M | -$341,102.5 | -4.83% |
Chris Chatto Encompass More Asset Management | 20,827 | $429,350.28 | $408,105.06 | -$21,245.22 | -4.95% |
Lance Johnson ROI Financial Advisors, LLC | 11,205 | $227,237 | $219,730.05 | -$7,506.95 | -3.3% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 125 | $2,580 | $2,451.25 | -$128.75 | -4.99% |