| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 775 | $160,543 | $155,573.5 | -$4,969.5 | -3.1% |
David K. Balsdon Harvest Portfolios Group Inc. | 5,988 | $1.07M | $1.2M | $129,723.52 | 12.11% |
Daniel Lavoie Walter Public Investments Inc. | 1,162 | $287,072.1 | $232,922.9 | -$54,149.2 | -18.86% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,890 | $2.42M | $3.57M | $1.14M | 47.16% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 937 | $150,285.84 | $187,934.09 | $37,648.25 | 25.05% |
CJ Harrison DecisionPoint Financial LLC | 83 | $17,205 | $16,595.02 | -$609.98 | -3.55% |
| TIM Tevis Investment Management Tevis Investment Management | 16,167 | $2.29M | $3.23M | $941,104.73 | 41.07% |
Mariana Coli Dunhill Financial LLC | 210 | $52,025 | $41,862.45 | -$10,162.55 | -19.53% |
Matthew Zienty Cardinal Point Capital Management ULC | 1,325 | $217,129.86 | $264,523 | $47,393.14 | 21.83% |
Brian Dechow SWAN Capital LLC | 15 | $1,763.86 | $2,990.17 | $1,226.31 | 69.52% |
| SS Sheryl Stephens Stephens Consulting LLC | 175 | $36,274 | $34,953.62 | -$1,320.38 | -3.64% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 6,754 | $972,198.04 | $1.35M | $376,812.15 | 38.76% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,112 | $249,937.4 | $220,164.88 | -$29,772.52 | -11.91% |
Ashley Buboltz Moran Wealth Management LLC | 13,769 | $2.42M | $2.74M | $321,999.39 | 13.33% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,217 | $253,671 | $244,337.09 | -$9,333.91 | -3.68% |
| DS David Smith Linden Thomas Advisory Services LLC | 976 | $241,121 | $197,688.8 | -$43,432.2 | -18.01% |
Kevin Kroskey True Wealth Design LLC | 61 | $13,733.47 | $12,355.55 | -$1,377.92 | -10.03% |
| PIL PFG Investments LLC PFG Investments LLC | 7,211 | $894,824.4 | $1.42M | $527,689.57 | 58.97% |
Alexandra Stickelman Root Financial Partners, LLC | 19 | $4,188.79 | $3,748.13 | -$440.66 | -10.52% |
Courtney Holt Compound Planning, Inc. | 2,455 | $439,959.32 | $484,297.85 | $44,338.53 | 10.08% |