| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 653,282 | $13.5M | $13.15M | -$351,407.99 | -2.6% |
Mariana Coli Dunhill Financial LLC | 195 | $4,015.36 | $3,916.57 | -$98.79 | -2.46% |
Alexandra Stickelman Root Financial Partners, LLC | 169 | $3,488 | $3,396.05 | -$91.95 | -2.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,844 | $37,223.98 | $37,128.94 | -$95.04 | -0.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 48,500 | $986,005 | $974,607.5 | -$11,397.5 | -1.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 471,254 | $9.68M | $9.47M | -$211,720.44 | -2.19% |
Andrea Butler Sequent Planning LLC | 321,888 | $6.63M | $6.47M | -$164,077.5 | -2.47% |
Chris Chatto Encompass More Asset Management | 20,095 | $414,504.75 | $404,612.82 | -$9,891.93 | -2.39% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 125 | $2,580 | $2,520.62 | -$59.38 | -2.3% |