| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,137 | $247,478 | $241,831.32 | -$5,646.68 | -2.28% |
Moises Valladares Insigneo Advisory Services LLC | 13,706 | $1.1M | $1.06M | -$43,757.4 | -3.98% |
| TAL TFB Advisors LLC TFB Advisors LLC | 29,249 | $2.29M | $2.25M | -$33,988.36 | -1.48% |
Scott Paschal Financial Partners Group LLC | 9,553 | $751,344.18 | $737,013.95 | -$14,330.23 | -1.91% |
Robert B. LaRue Owen LaRue LLC | 6,386 | $500,422.59 | $490,508.66 | -$9,913.93 | -1.98% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 28,862 | $2.21M | $2.22M | $11,339.31 | 0.51% |
Paul B. Ordonio Park Place Capital Corp. | 1,462 | $107,647.06 | $112,793.3 | $5,146.24 | 4.78% |
Sheila J. Lindsay Bensler LLC | 17,840 | $1.47M | $1.38M | -$95,159.84 | -6.47% |
Jill Batley Gateway Wealth Partners LLC | 175,770 | $13.99M | $13.53M | -$459,545.62 | -3.28% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 2,668 | $205,116 | $205,676.11 | $560.11 | 0.27% |
Christopher E. Jaccard Financial Alternatives Inc. | 34,825 | $2.56M | $2.69M | $122,061.58 | 4.76% |
Lison Couture iA Global Asset Management Inc. | 542,084 | $42.72M | $41.64M | -$1.08M | -2.53% |
| PIL PFG Investments LLC PFG Investments LLC | 5,982 | $467,587.13 | $461,690.76 | -$5,896.37 | -1.26% |
| JC Jared Calvert Buck Wealth Strategies LLC | 20,923 | $1.66M | $1.61M | -$50,941.99 | -3.06% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 849 | $65,552 | $65,538.55 | -$13.45 | -0.02% |
Courtney Holt Compound Planning, Inc. | 3,342 | $267,612.84 | $257,818.59 | -$9,794.25 | -3.66% |
Katherine Stoner Empower Advisory Group, LLC | 4,256 | $340,316.18 | $326,903.36 | -$13,412.82 | -3.94% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,333 | $100,068.86 | $102,387.73 | $2,318.87 | 2.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,775 | $930,595.77 | $907,440.37 | -$23,155.4 | -2.49% |
Lars Phillips RAM Investment Partners, LLC | 4,357 | $344,659.8 | $334,661.17 | -$9,998.63 | -2.9% |