| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 4,639 | $223,832 | $219,447.89 | -$4,384.11 | -1.96% |
Able Financial Group LLC ABLE Financial Group, LLC | 17,905 | $849,136.63 | $847,891.27 | -$1,245.36 | -0.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 42 | $2,027 | $1,987.17 | -$39.83 | -1.96% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 801 | $37,359 | $37,903.32 | $544.32 | 1.46% |
Bradley H. Owens LJI Wealth Management, LLC | 1.2M | $57.8M | $56.78M | -$1.02M | -1.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,896 | $1.84M | $1.79M | -$54,018.45 | -2.93% |
Daniel Dorval DORVAL Corp | 13,290 | $648,163.37 | $628,683.45 | -$19,479.92 | -3.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,301 | $830,684.65 | $819,202.35 | -$11,482.3 | -1.38% |
David Vollmer PFS Partners, LLC | 5,432 | $273,936 | $257,015.08 | -$16,920.92 | -6.18% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 27,801 | $1.34M | $1.32M | -$25,840.69 | -1.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,429 | $118,413.99 | $114,976.71 | -$3,437.28 | -2.9% |
Mark Fonville Fonville Wealth Management LLC | 226,567 | $10.88M | $10.73M | -$147,190.69 | -1.35% |
Emily Priebe Priebe Wealth Holdings LLC | 6,115 | $290,829 | $289,331.22 | -$1,497.78 | -0.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,750 | $85,037.06 | $82,670 | -$2,367.06 | -2.78% |
David McNeely Darden Wealth Group Inc | 26,127 | $1.24M | $1.24M | -$4,935.2 | -0.4% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 4,796 | $228,191.97 | $226,874.78 | -$1,317.19 | -0.58% |
Angela Mari Abich Financial Wealth Management LLC | 167 | $8,156 | $7,901.37 | -$254.63 | -3.12% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 6,314 | $305,914.78 | $298,746.91 | -$7,167.87 | -2.34% |
Brian Distler Lakeridge Wealth Management LLC | 318,545 | $15.28M | $15.08M | -$199,706.21 | -1.31% |
Kyle Jones Pineridge Advisors LLC | 112 | $5,316.75 | $5,298.72 | -$18.03 | -0.34% |