| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 222 | $12,795.84 | $13,659.66 | $863.82 | 6.75% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 493 | $32,188.21 | $30,718.83 | -$1,469.38 | -4.56% |
Jesse Ellington Dover Advisors LLC | 16,357 | $1.16M | $1.02M | -$135,816.92 | -11.71% |
Darren Tapley New England Capital Financial Advisors LLC | 496 | $31,805.55 | $30,905.76 | -$899.79 | -2.83% |
Moises Valladares Insigneo Advisory Services LLC | 4,268 | $287,294.31 | $271,487.48 | -$15,806.83 | -5.5% |
John Canning Mi LLCreek Capital Advisors LLC | 3,678 | $211,997 | $229,176.18 | $17,179.18 | 8.1% |
Scott Highmark Mosaic Family Wealth Partners LLC | 18,336 | $1.06M | $1.15M | $87,978.05 | 8.3% |
Andrew Lewis Genesis Private Wealth LLC | 4,068 | $234,506.84 | $253,477.08 | $18,970.24 | 8.09% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,296 | $86,378 | $79,742.88 | -$6,635.12 | -7.68% |
Ira Ravitz Beverly Hills Private Wealth LLC | 5,020 | $364,711.59 | $314,226.9 | -$50,484.69 | -13.84% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,546 | $211,802.58 | $220,951.26 | $9,148.68 | 4.32% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 434 | $25,056.57 | $27,042.54 | $1,985.97 | 7.93% |
Paul B. Ordonio Park Place Capital Corp. | 4,277 | $246,657.49 | $272,059.97 | $25,402.48 | 10.3% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,273 | $286,140.74 | $268,130.75 | -$18,009.99 | -6.29% |
Kevin Kroskey True Wealth Design LLC | 125 | $7,822.32 | $7,788.75 | -$33.57 | -0.43% |
Jill Batley Gateway Wealth Partners LLC | 3,671 | $211,595 | $228,740.01 | $17,145.01 | 8.1% |
Johnathan Kasting DDFG Inc. | 4,342 | $286,337.88 | $270,550.02 | -$15,787.86 | -5.51% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 9,555 | $640,426.88 | $598,095.22 | -$42,331.66 | -6.61% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 11,197 | $666,770.56 | $712,241.17 | $45,470.61 | 6.82% |
Lison Couture iA Global Asset Management Inc. | 153,342 | $10.69M | $9.55M | -$1.14M | -10.64% |