| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 15,131.82 | $83,091.87 | $78,231.51 | -$4,860.36 | -5.85% |
William Jollie Quent Capital LLC | 3,000 | $16,980 | $15,600 | -$1,380 | -8.13% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 18,047 | $119,066.1 | $93,754.16 | -$25,311.94 | -21.26% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,125 | $6,198.75 | $5,776.87 | -$421.88 | -6.81% |
Timothy Gerlach Novem Group | 10,489 | $57,217.49 | $53,965.9 | -$3,251.59 | -5.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 42,453.33 | $234,618.68 | $220,757.32 | -$13,861.36 | -5.91% |
Scott Register Register Financial Advisors LLC | 17,477 | $98,654.19 | $89,919.16 | -$8,735.03 | -8.85% |
Paul L. Moffat Arista Wealth Management LLC | 47,128 | $242,662.07 | $242,944.84 | $282.77 | 0.12% |
David Kronour Kapstone Financial Advisors LLC | 34,435 | $190,690.53 | $178,545.47 | -$12,145.06 | -6.37% |
| PIL PFG Investments LLC PFG Investments LLC | 108,264 | $595,148.8 | $562,431.48 | -$32,717.32 | -5.5% |
| KB Kyle Bubeck TrueMark Investments LLC | 145,438 | $823,178.99 | $753,368.84 | -$69,810.15 | -8.48% |
Courtney Holt Compound Planning, Inc. | 25,337 | $154,380.75 | $131,625.71 | -$22,755.04 | -14.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 71,321 | $384,990.59 | $370,512.59 | -$14,478 | -3.76% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 26,748 | $145,910.34 | $139,030.75 | -$6,879.59 | -4.71% |
Jae Cho Marex Group plc | 32,552 | $184,244 | $169,107.64 | -$15,136.36 | -8.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,150 | $53,088.3 | $47,580 | -$5,508.3 | -10.38% |
Joseph C. Gissy Tactive Advisors, LLC | 12,409 | $71,511.76 | $63,968.39 | -$7,543.37 | -10.55% |
Menachem Striks Morton Capital Management LLC/CA | 12,118 | $67,861.96 | $62,986.94 | -$4,875.02 | -7.18% |
Benj Foor Frazier Financial Advisors, LLC | 327 | $1,893.6 | $1,679.14 | -$214.46 | -11.33% |
Amir Har-El Savvy Advisors, Inc. | 24,548 | $137,475.84 | $127,281.38 | -$10,194.46 | -7.42% |