| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 12,024 | $1.32M | $1.29M | -$25,785.98 | -1.95% |
Courtney Holt Compound Planning, Inc. | 52,207 | $5.68M | $5.62M | -$63,207.58 | -1.11% |
Katherine Stoner Empower Advisory Group, LLC | 4,887 | $532,617 | $525,645.72 | -$6,971.28 | -1.31% |
Nemes Rush Group LLC Nemes Rush Group LLC | 192 | $20,763.17 | $20,651.52 | -$111.65 | -0.54% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 123 | $13,406 | $13,229.88 | -$176.12 | -1.31% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,043 | $650,316.21 | $649,985.08 | -$331.13 | -0.05% |
Nancy Smetek Arcataur Capital Management LLC | 19,994 | $2.16M | $2.15M | -$10,513.31 | -0.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,384 | $1.46M | $1.44M | -$16,339.53 | -1.12% |
John Hayes LongView Wealth Management | 6,335 | $697,800.44 | $681,392.6 | -$16,407.84 | -2.35% |
Norden Group LLC NORDEN GROUP LLC | 1,913 | $209,683.83 | $205,762.28 | -$3,921.55 | -1.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 913,046 | $100.36M | $98.21M | -$2.15M | -2.15% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 12,128 | $1.35M | $1.3M | -$45,684.42 | -3.38% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 297,300 | $32.59M | $31.98M | -$616,241 | -1.89% |
Jae Cho Marex Group plc | 16,660 | $1.86M | $1.79M | -$65,140.5 | -3.51% |
Jesse Steele Etesian Wealth Advisors, Inc. | 3,814 | $402,437.34 | $410,233.84 | $7,796.5 | 1.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 327,885 | $36.14M | $35.27M | -$872,150.27 | -2.41% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 468 | $51,008 | $50,338.08 | -$669.92 | -1.31% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,234 | $679,942 | $670,529.04 | -$9,412.96 | -1.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 171,824 | $18.83M | $18.48M | -$351,784.42 | -1.87% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 57,915 | $6.41M | $6.23M | -$180,340.86 | -2.81% |