| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 6,648 | $489,698.15 | $419,754.72 | -$69,943.43 | -14.28% |
Gregory Bosch Strategies Wealth Advisors, LLC | 6,205 | $405,383.71 | $390,977.05 | -$14,406.66 | -3.55% |
Benjamin J. Jones National Wealth Management Group, LLC | 9,992 | $508,839.2 | $629,595.92 | $120,756.72 | 23.73% |
Katherine Stoner Empower Advisory Group, LLC | 12,125 | $697,526.99 | $756,357.5 | $58,830.51 | 8.43% |
Nemes Rush Group LLC Nemes Rush Group LLC | 52 | $3,544.61 | $3,294.2 | -$250.41 | -7.06% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,755 | $278,484.79 | $298,281.15 | $19,796.36 | 7.11% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 115 | $8,817.02 | $7,305.95 | -$1,511.07 | -17.14% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 278,391 | $6.07M | $17.74M | $11.67M | 192.22% |
Thomas Dobbins New Republic Capital, LLC | 10,040 | $634,227 | $632,068.2 | -$2,158.8 | -0.34% |
Andrew Agosta Prosperity Financial Group, Inc. | 38,400 | $2.85M | $2.42M | -$422,115.98 | -14.83% |
Elliot Kallen Prosperity Wealth Management, Inc. | 35,492 | $2.63M | $2.23M | -$404,376.1 | -15.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 75,047 | $6M | $4.73M | -$1.27M | -21.15% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 425 | $26,847 | $26,962 | $115 | 0.43% |
Marilou Davido WFA Asset Management Corp | 182 | $11,497 | $11,469.64 | -$27.36 | -0.24% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 6,157 | $280,266.64 | $391,523.63 | $111,256.99 | 39.7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 50 | $3,142.3 | $3,145.5 | $3.2 | 0.1% |
NICOLE MARTIN Arlington Trust Co LLC | 904 | $50,177.01 | $56,879.68 | $6,702.67 | 13.36% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,143 | $388,053.31 | $385,626.82 | -$2,426.49 | -0.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,962 | $328,612.25 | $312,159.42 | -$16,452.83 | -5.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,820 | $829,504.55 | $806,506.2 | -$22,998.35 | -2.77% |