| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,821 | $1.39M | $1.33M | -$67,769.59 | -4.86% |
John Hayes LongView Wealth Management | 6,335 | $697,800.44 | $649,654.25 | -$48,146.19 | -6.9% |
Norden Group LLC NORDEN GROUP LLC | 1,882 | $206,285.92 | $194,824.64 | -$11,461.28 | -5.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 1.11M | $120.54M | $113.7M | -$6.84M | -5.67% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 12,148 | $1.35M | $1.26M | -$95,399.94 | -7.05% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 268,700 | $29.48M | $27.58M | -$1.89M | -6.42% |
Jae Cho Marex Group plc | 14,751 | $1.64M | $1.53M | -$118,229.18 | -7.19% |
Jesse Steele Etesian Wealth Advisors, Inc. | 2,958 | $312,189.22 | $303,668.28 | -$8,520.94 | -2.73% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 309,351 | $34.09M | $32.01M | -$2.08M | -6.11% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,234 | $679,942 | $639,982.44 | -$39,959.56 | -5.88% |
Kevin Bresler TD Waterhouse Canada Inc. | 165,415 | $18.14M | $17.12M | -$1.02M | -5.62% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 26,416 | $2.91M | $2.71M | -$203,831.28 | -7% |
Brian Glenn Premier Path Wealth Partners, LLC | 13,962 | $1.53M | $1.43M | -$94,450.13 | -6.18% |
| AK Alisha Kamadia United Community Bank | 141 | $15,368 | $14,475.06 | -$892.94 | -5.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,825 | $3.07M | $2.88M | -$186,176.85 | -6.07% |
James Rankin Modern Wealth Management, LLC | 265,371 | $29.14M | $27.47M | -$1.67M | -5.73% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,465 | $271,234.09 | $252,785.75 | -$18,448.34 | -6.8% |
Amir Har-El Savvy Advisors, Inc. | 22,924 | $2.52M | $2.37M | -$145,477.44 | -5.78% |
David W. Lewis Lewis Asset Management, LLC | 4,434 | $487,631.09 | $454,706.7 | -$32,924.39 | -6.75% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 500 | $60,470.01 | $51,782.5 | -$8,687.51 | -14.37% |