| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 8,550 | $385,995.88 | $377,226 | -$8,769.88 | -2.27% |
David W. Chenet Presidio Capital Management LLC | 7,996 | $360,646.69 | $352,783.52 | -$7,863.17 | -2.18% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 16,880 | $763,276.28 | $744,745.6 | -$18,530.68 | -2.43% |
Jeffrey Jones Cypress Financial Planning LLC | 415,201 | $18.68M | $18.32M | -$361,224.87 | -1.93% |
CJ Harrison DecisionPoint Financial LLC | 92 | $4,192.47 | $4,059.04 | -$133.43 | -3.18% |
Mark Mowrey Signature Resources Capital Management LLC | 10 | $450 | $441.2 | -$8.8 | -1.96% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 507 | $23,154.69 | $22,505.73 | -$648.96 | -2.8% |
Stephen Smith Kestra Investment Management LLC | 573,031 | $25.93M | $25.28M | -$652,625.15 | -2.52% |
Jonathan Seed Seed Wealth Management Inc. | 170,917 | $7.74M | $7.54M | -$203,920.18 | -2.63% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 37,930 | $1.71M | $1.67M | -$32,874.99 | -1.93% |
Bepin Serraj Richard W. Paul & Associates LLC | 44,729 | $2.04M | $1.99M | -$55,492.97 | -2.72% |
Jeffrey Hanson Breakwater Capital Group | 8,612 | $390,971.53 | $379,961.44 | -$11,010.09 | -2.82% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 496,674 | $22.46M | $21.91M | -$547,231.04 | -2.44% |
Jeffrey Rosenthal Viawealth LLC | 54,024 | $2.47M | $2.39M | -$77,656.48 | -3.15% |
Andrew Lewis Genesis Private Wealth LLC | 177,437 | $8.1M | $7.83M | -$268,309.15 | -3.31% |
Syed Rizvi AlphaQ Advisors LLC | 19,959 | $902,177 | $880,591.08 | -$21,585.92 | -2.39% |
Gregg Zeoli Empire Financial Management Company LLC | 8,262 | $375,013.96 | $367,163.28 | -$7,850.68 | -2.09% |
Amber Anderson Aspen Wealth Strategies LLC | 19,402 | $886,909.32 | $861,933.85 | -$24,975.47 | -2.82% |
Ian Laterreur Ergawealth Advisors Inc. | 35,358 | $1.6M | $1.57M | -$26,708.69 | -1.67% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 356,418 | $16.18M | $15.73M | -$450,905.62 | -2.79% |