| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 13,098 | $1.42M | $1.34M | -$73,122.39 | -5.16% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,096 | $316,365 | $317,835.36 | $1,470.36 | 0.46% |
Paul B. Ordonio Park Place Capital Corp. | 380 | $42,050.8 | $39,324.3 | -$2,726.5 | -6.48% |
Jeffrey Steele Silverlake Wealth Management LLC | 10,813 | $1.16M | $1.11M | -$51,485.02 | -4.43% |
Jill Batley Gateway Wealth Partners LLC | 8,879 | $967,832.4 | $919,198.47 | -$48,633.93 | -5.03% |
Leigha Shepard Midwest Financial Group LLC | 13,380 | $1.45M | $1.37M | -$77,882.3 | -5.37% |
Johnathan Kasting DDFG Inc. | 156,263 | $17.24M | $16.18M | -$1.06M | -6.14% |
Lison Couture iA Global Asset Management Inc. | 413,193 | $44.94M | $42.42M | -$2.52M | -5.62% |
Andrew Brady Brady Family Wealth LLC | 20,889 | $2.22M | $2.16M | -$56,801.9 | -2.56% |
| PIL PFG Investments LLC PFG Investments LLC | 2,666 | $292,900.2 | $276,037.64 | -$16,862.56 | -5.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 14,856 | $1.64M | $1.54M | -$98,261.03 | -6% |
Nicole Renaux Pioneer Wealth Management Group | 36,135 | $3.71M | $3.74M | $24,995.42 | 0.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 6 | $614 | $620.79 | $6.79 | 1.11% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 7,580 | $809,640.54 | $778,162.8 | -$31,477.74 | -3.89% |
Jorge Paganin Abacus Wealth Partners, LLC | 12,024 | $1.32M | $1.23M | -$84,703.58 | -6.42% |
Courtney Holt Compound Planning, Inc. | 55,882 | $6.08M | $5.79M | -$292,006.95 | -4.8% |
Nemes Rush Group LLC Nemes Rush Group LLC | 192 | $20,763.17 | $19,864.32 | -$898.85 | -4.33% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 123 | $13,406 | $12,627.18 | -$778.82 | -5.81% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,116 | $658,278.32 | $627,195.8 | -$31,082.52 | -4.72% |
Nancy Smetek Arcataur Capital Management LLC | 20,554 | $2.22M | $2.13M | -$95,835.85 | -4.31% |