| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alfonso Charles Broadway Wealth Solutions, Inc. | 2,082 | $313,796.09 | $296,060.4 | -$17,735.69 | -5.65% |
Kevyn Hill Hilltop National Bank | 50 | $7,863.91 | $7,105 | -$758.91 | -9.65% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 4,613 | $725,533 | $655,968.6 | -$69,564.4 | -9.59% |
Richard Crinion Mediolanum International Funds Ltd | 62,661 | $10.95M | $8.9M | -$2.04M | -18.67% |
Michael Souza Koa Wealth Management, LLC | 14,419 | $2.33M | $2.05M | -$275,157.23 | -11.83% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 205,838 | $24.47M | $29.33M | $4.86M | 19.88% |
Heath Watkin Charter Oak Advisors LP | 15,567 | $2.45M | $2.21M | -$236,029.22 | -9.64% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 2,216 | $317,605.41 | $314,893.6 | -$2,711.81 | -0.85% |
| HAS Hayley A. Snell LRI Investments, LLC | 25,823 | $4.15M | $3.61M | -$533,642.54 | -12.86% |
David Millar Gen-Wealth Partners Inc | 2,011 | $324,790.1 | $284,898.37 | -$39,891.73 | -12.28% |
Winfried Buchbauer Erste Asset Management GmbH | 165,109 | $27.31M | $23.29M | -$4.02M | -14.74% |
Beth Steinhaus Breakwater Investment Management | 483 | $66,452.88 | $68,639.13 | $2,186.25 | 3.29% |
Andrew Kyle Walker Sone Capital Management, LLC | 133,219 | $21.84M | $18.93M | -$2.91M | -13.33% |
Bruce Barton Parkworth Wealth Management, Inc. | 19 | $3,279.16 | $2,692.87 | -$586.29 | -17.88% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 27,938 | $4.55M | $3.91M | -$644,483.33 | -14.15% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 1,600 | $238,416 | $226,672 | -$11,744 | -4.93% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,396 | $547,310.91 | $478,937.88 | -$68,373.03 | -12.49% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,630 | $251,319.03 | $231,019.9 | -$20,299.13 | -8.08% |
Carmen McClennon WR Wealth Planners, LLC | 5,390 | $681,940.75 | $761,714.8 | $79,774.05 | 11.7% |
Nathan Edwards IMG Wealth Management, Inc. | 117 | $19,058.34 | $16,508.7 | -$2,549.64 | -13.38% |