| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 612,158 | $12.65M | $12.22M | -$428,814.78 | -3.39% |
Mariana Coli Dunhill Financial LLC | 202 | $4,157.69 | $4,036.99 | -$120.7 | -2.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 39,596 | $802,834.65 | $790,732.12 | -$12,102.53 | -1.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 48,500 | $986,005 | $968,545 | -$17,460 | -1.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 471,254 | $9.68M | $9.41M | -$270,627.19 | -2.8% |
James Rankin Modern Wealth Management, LLC | 1.33M | $26.9M | $26.49M | -$412,481.48 | -1.53% |
Andrea Butler Sequent Planning LLC | 343,014 | $7.06M | $6.85M | -$212,815.26 | -3.01% |
Chris Chatto Encompass More Asset Management | 20,827 | $429,350.28 | $415,915.19 | -$13,435.09 | -3.13% |
Lance Johnson ROI Financial Advisors, LLC | 11,205 | $227,237 | $223,752.64 | -$3,484.36 | -1.53% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 125 | $2,580 | $2,496.12 | -$83.88 | -3.25% |