| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 15,494 | $715,048 | $704,202.3 | -$10,845.7 | -1.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 37 | $1,699 | $1,681.65 | -$17.35 | -1.02% |
| AK Alisha Kamadia United Community Bank | 4,866 | $224,761 | $221,159.7 | -$3,601.3 | -1.6% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 209,082 | $9.58M | $9.5M | -$72,379.16 | -0.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 437,299 | $20.27M | $19.88M | -$399,695.61 | -1.97% |
Charles Corkery PUREfi Wealth, LLC | 11,573 | $529,547.21 | $525,992.85 | -$3,554.36 | -0.67% |
James Rankin Modern Wealth Management, LLC | 831,929 | $38.23M | $37.84M | -$398,070.35 | -1.04% |
Scott L. Comeau BCU Wealth Advisors, LLC | 172,845 | $7.98M | $7.86M | -$119,716.01 | -1.5% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 51,685 | $2.39M | $2.35M | -$36,921.91 | -1.55% |
Amir Har-El Savvy Advisors, Inc. | 3.34M | $155.01M | $151.95M | -$3.05M | -1.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,563 | $72,741.77 | $71,038.35 | -$1,703.42 | -2.34% |
Jeff Ramsey Quotient Wealth Partners, LLC | 32,422 | $1.49M | $1.47M | -$18,780.53 | -1.26% |
CARL LYMANGOOD Petros Family Wealth, LLC | 20,161 | $938,293.34 | $916,317.45 | -$21,975.89 | -2.34% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,228 | $336,397.11 | $329,163.12 | -$7,233.99 | -2.15% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 310,337 | $14.33M | $14.1M | -$229,807.85 | -1.6% |
Jon Deven Mouton CAP Partners, LLC | 38,389 | $1.77M | $1.74M | -$27,012.9 | -1.52% |
Taylor Wagner Valued Wealth Advisors LLC | 373 | $17,549.78 | $16,952.85 | -$596.93 | -3.4% |
Brad Sayre Shared Vision Wealth Group LLC | 455,884 | $21M | $20.72M | -$284,091.74 | -1.35% |
Kate Ring Stash Investments, LLC | 1.11M | $51.06M | $50.37M | -$695,677.09 | -1.36% |
Joshua Stipcich Tidemark, LLC | 188 | $8,682.21 | $8,561.52 | -$120.69 | -1.39% |