| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 12,138 | $1.62M | $1.26M | -$361,550.86 | -22.25% |
Eric Dahm Range Financial Group LLC | 43,343 | $5.22M | $4.57M | -$649,712.18 | -12.44% |
Gary M. Coon Finer Wealth Management Inc. | 2,122 | $206,746.46 | $224,019.54 | $17,273.08 | 8.35% |
Angela Cox W Advisors LLC | 3,197 | $452,741.56 | $337,219.56 | -$115,522 | -25.52% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,526 | $207,154.5 | $157,757.88 | -$49,396.62 | -23.85% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 58,568 | $6.33M | $6.08M | -$256,209.84 | -4.05% |
CJ Harrison DecisionPoint Financial LLC | 5 | $504.62 | $520.35 | $15.73 | 3.12% |
| JG John Ginter Callan Family Office LLC | 10,234 | $1.16M | $1.06M | -$102,510.29 | -8.8% |
Linda M. Dagilus Greenfield Savings Bank | 4,893 | $661,233.15 | $514,474.48 | -$146,758.67 | -22.19% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 15,962 | $2.15M | $1.67M | -$484,666.56 | -22.5% |
Anita Woodhouse V-Square Quantitative Management LLC | 11,897 | $1.2M | $1.24M | $38,777.46 | 3.23% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 133,941 | $17.45M | $14.06M | -$3.39M | -19.45% |
Rachel Faulk Cape Investment Advisory Inc. | 2,062 | $212,068.7 | $214,592.34 | $2,523.64 | 1.19% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 48,397 | $5.98M | $5.08M | -$909,545.66 | -15.2% |
Mariana Coli Dunhill Financial LLC | 7 | $780.61 | $728.49 | -$52.12 | -6.68% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,999 | $270,811.51 | $209,645.12 | -$61,166.39 | -22.59% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,143 | $235,279 | $225,593.61 | -$9,685.39 | -4.12% |
Lukas Lindgren Abound Wealth Management | 409 | $49,846.58 | $42,216.98 | -$7,629.6 | -15.31% |
Drew Phillips Fortitude Family Office LLC | 130 | $12,706.6 | $13,529.1 | $822.5 | 6.47% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,147 | $508,966.92 | $538,556.34 | $29,589.42 | 5.81% |