| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 3,740 | $270,627 | $215,947.6 | -$54,679.4 | -20.2% |
Ashley Buboltz Moran Wealth Management LLC | 248,010 | $16.77M | $14.06M | -$2.71M | -16.17% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 6,645 | $368,997 | $375,309.6 | $6,312.6 | 1.71% |
David Smith Linden Thomas Advisory Services LLC | 60,952 | $3.57M | $3.52M | -$53,100.17 | -1.49% |
Ira Ravitz Beverly Hills Private Wealth LLC | 99,038 | $6.05M | $5.62M | -$427,530.52 | -7.07% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 792 | $57,322.35 | $45,730.08 | -$11,592.27 | -20.22% |
Paul B. Ordonio Park Place Capital Corp. | 127 | $6,526.07 | $7,199.63 | $673.56 | 10.32% |
| SM Sarah Moore BOS Asset Management LLC | 8,325 | $371,128.5 | $480,685.5 | $109,557 | 29.52% |
Kevin Kroskey True Wealth Design LLC | 168 | $11,442.01 | $9,700.32 | -$1,741.69 | -15.22% |
David Kronour Kapstone Financial Advisors LLC | 4,983 | $242,115.77 | $282,685.59 | $40,569.82 | 16.76% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 424,209 | $24.53M | $24.05M | -$482,207.53 | -1.97% |
Lison Couture iA Global Asset Management Inc. | 44,741 | $2.52M | $2.58M | $65,589.85 | 2.61% |
Amber Anderson Aspen Wealth Strategies LLC | 9,884 | $446,549.24 | $560,719.32 | $114,170.08 | 25.57% |
| PIL PFG Investments LLC PFG Investments LLC | 4,869 | $282,556.39 | $281,136.06 | -$1,420.33 | -0.5% |
| JC Jared Calvert Buck Wealth Strategies LLC | 184,801 | $10.36M | $10.67M | $307,687.99 | 2.97% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 8,403 | $545,484.19 | $476,366.07 | -$69,118.12 | -12.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 161 | $10,059.28 | $9,296.14 | -$763.14 | -7.59% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 14,032 | $978,614.46 | $810,207.68 | -$168,406.78 | -17.21% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 9,503 | $527,608.26 | $548,703.22 | $21,094.96 | 4% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,967 | $372,820.81 | $344,534.58 | -$28,286.23 | -7.59% |