| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 16 | $2,220.16 | $2,254.4 | $34.24 | 1.54% |
Michael Byun SageView Advisory Group LLC | 116 | $15,037 | $7,639.18 | -$7,397.82 | -49.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 602 | $65,558.63 | $83,069.99 | $17,511.36 | 26.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4 | $533 | $263.42 | -$269.58 | -50.58% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,118 | $898,144.92 | $534,610.89 | -$363,534.03 | -40.48% |
Brian Distler Lakeridge Wealth Management LLC | 1,925 | $211,697 | $126,770.87 | -$84,926.13 | -40.12% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,719 | $257,657.43 | $310,769.74 | $53,112.31 | 20.61% |
Michael Dziura Westfuller Advisors, LLC | 212 | $26,956.46 | $29,870.8 | $2,914.34 | 10.81% |
| KWM Kiker Wealth Management LLC Kiker Wealth Management LLC | 52 | $7,215 | $7,326.8 | $111.8 | 1.55% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 100 | $12,962 | $6,585.5 | -$6,376.5 | -49.19% |