| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,363 | $223,304 | $219,569.96 | -$3,734.04 | -1.67% |
Jeffrey Hanson Breakwater Capital Group | 2,598 | $242,153.12 | $241,406.16 | -$746.96 | -0.31% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,288 | $312,979.46 | $305,520.96 | -$7,458.5 | -2.38% |
David Bach River Street Advisors LLC | 6,212 | $583,245.01 | $577,219.04 | -$6,025.97 | -1.03% |
Moises Valladares Insigneo Advisory Services LLC | 26,266 | $2.5M | $2.45M | -$52,653.06 | -2.11% |
John Canning Mi LLCreek Capital Advisors LLC | 767,705 | $71.67M | $71.34M | -$339,378.54 | -0.47% |
Michael Radoff LGT Financial Advisors LLC | 3,969 | $377,619.99 | $368,799.48 | -$8,820.51 | -2.34% |
Brendan G. Moody Watershed Private Wealth LLC | 23,020 | $2.17M | $2.14M | -$26,113.61 | -1.21% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 115,183 | $10.57M | $10.75M | $174,600 | 1.65% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,163 | $293,762.67 | $295,013.01 | $1,250.34 | 0.43% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 193,235 | $18.37M | $17.96M | -$417,123.49 | -2.27% |
Paul B. Ordonio Park Place Capital Corp. | 607 | $56,924.46 | $56,572.4 | -$352.06 | -0.62% |
| SM Sarah Moore BOS Asset Management LLC | 17,377 | $1.62M | $1.61M | -$6,635.47 | -0.41% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,476 | $798,419.11 | $790,768.42 | -$7,650.69 | -0.96% |
Jill Batley Gateway Wealth Partners LLC | 96,332 | $9.11M | $8.95M | -$155,648.43 | -1.71% |
Courtney Gooding Bush Investment Group LLC | 13,431 | $1.25M | $1.25M | -$216.58 | -0.02% |
Lison Couture iA Global Asset Management Inc. | 284,376 | $26.94M | $26.42M | -$513,051.6 | -1.9% |
Dino Efthimiou Delta Wealth Advisors LLC | 3,822 | $353,016.4 | $355,140.24 | $2,123.84 | 0.6% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 2,870 | $271,272 | $266,680.4 | -$4,591.6 | -1.69% |
| PIL PFG Investments LLC PFG Investments LLC | 8,871 | $839,994.85 | $824,293.32 | -$15,701.53 | -1.87% |