| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 7,501 | $312,527.63 | $297,564.67 | -$14,962.96 | -4.79% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,937 | $244,389.89 | $237,064.41 | -$7,325.48 | -3% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 190,980 | $7.74M | $7.6M | -$136,920.37 | -1.77% |
John Shanley Aspect Partners, LLC | 247,288 | $10.27M | $9.9M | -$363,047.82 | -3.54% |
| MRC Martin R. Curiel MYECFO, LLC | 16,646 | $683,355.78 | $660,346.82 | -$23,008.96 | -3.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,453 | $723,926.63 | $692,360.51 | -$31,566.12 | -4.36% |
Kevin Bresler TD Waterhouse Canada Inc. | 34,327 | $1.44M | $1.37M | -$71,533.71 | -4.96% |
Scott L. Comeau BCU Wealth Advisors, LLC | 27,129 | $1.11M | $1.08M | -$30,655.9 | -2.75% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,175 | $49,079.81 | $46,612.25 | -$2,467.56 | -5.03% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 7,034 | $270,246.77 | $279,882.86 | $9,636.09 | 3.57% |
| SC Stacey Cole Haven Private LLC | 24,127 | $981,066.9 | $960,013.33 | -$21,053.57 | -2.15% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 1,119 | $46,248 | $44,390.73 | -$1,857.27 | -4.02% |
Rossby Financial LLC Rossby Financial LLC | 37 | $1,458.54 | $1,478.52 | $19.98 | 1.37% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 18,619 | $792,411.92 | $738,615.73 | -$53,796.19 | -6.79% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 25 | $985.62 | $991.75 | $6.13 | 0.62% |
Juho-Tuomas Appel Obsido Oy | 10,145 | $391,161.03 | $406,002.9 | $14,841.87 | 3.79% |
Lauren Sterling NerdWallet Wealth Partners LLC | 5,666 | $232,476 | $226,300.04 | -$6,175.96 | -2.66% |