| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Kupchik Capstone Wealth Management Group LLC | 1,195 | $533,057.07 | $422,229.34 | -$110,827.73 | -20.79% |
David K. Balsdon Harvest Portfolios Group Inc. | 147,970 | $50.95M | $59.38M | $8.42M | 16.53% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 972 | $426,523.82 | $343,436.75 | -$83,087.07 | -19.48% |
Scott Williams Investmark Advisory Group LLC | 1,282 | $418,396.37 | $485,506.21 | $67,109.84 | 16.04% |
Michael Topley Lansing Street Advisors | 1,650 | $817,081.3 | $582,994.48 | -$234,086.82 | -28.65% |
Mark Fiskio Empirical Asset Management LLC | 1,232 | $567,939.68 | $484,644.16 | -$83,295.52 | -14.67% |
Daniel Ronan Catalyst Financial Partners LLC | 2,433 | $954,321.01 | $859,651.87 | -$94,669.14 | -9.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,402 | $1.56M | $1.56M | -$6,899.67 | -0.44% |
Matthew Heller Willner & Heller LLC | 3,510 | $840,447.04 | $1.24M | $399,741.22 | 47.56% |
Craig Johnsen Fortitude Advisory Group LLC | 973 | $309,512.59 | $343,790.08 | $34,277.49 | 11.07% |
Jeffrey Gilbert Balboa Wealth Partners | 2,038 | $825,852.27 | $801,708.44 | -$24,143.83 | -2.92% |
Gary M. Coon Finer Wealth Management Inc. | 466 | $123,653.1 | $164,651.78 | $40,998.68 | 33.16% |
Edward Lowndes Angeles Wealth Management LLC | 3,505 | $1.25M | $1.24M | -$14,406.81 | -1.15% |
Kevin Zemann WealthPlan Investment Management LLC | 4,911 | $2.37M | $1.74M | -$635,148.27 | -26.8% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,280 | $631,408.72 | $452,262.39 | -$179,146.33 | -28.37% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 19 | $9,544.32 | $6,713.27 | -$2,831.05 | -29.66% |
| MK Malinda Khauv Cercano Management LLC | 1,870 | $804,264.59 | $750,374.9 | -$53,889.69 | -6.7% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 403 | $132,785.55 | $142,391.99 | $9,606.44 | 7.23% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,371 | $8.46M | $6.77M | -$1.69M | -19.99% |
CJ Harrison DecisionPoint Financial LLC | 1 | $538 | $368.27 | -$169.73 | -31.55% |