| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 11,862 | $142,120.81 | $138,192.3 | -$3,928.51 | -2.76% |
Steven Trigili Garden State Investment Advisory Services LLC | 34,122 | $400,978.76 | $395,132.76 | -$5,846 | -1.46% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 54,828 | $626,258.15 | $628,877.16 | $2,619.01 | 0.42% |
| PIL PFG Investments LLC PFG Investments LLC | 21,575 | $248,117.75 | $247,465.25 | -$652.5 | -0.26% |
Alexandra Stickelman Root Financial Partners, LLC | 18,441 | $219,448 | $211,518.27 | -$7,929.73 | -3.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 223 | $2,617.77 | $2,557.81 | -$59.96 | -2.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 124 | $1,401 | $1,422.28 | $21.28 | 1.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,861 | $302,992 | $308,095.67 | $5,103.67 | 1.68% |
James Rankin Modern Wealth Management, LLC | 23,414 | $266,092.82 | $272,773.1 | $6,680.28 | 2.51% |
Amir Har-El Savvy Advisors, Inc. | 22,205 | $250,472 | $254,691.35 | $4,219.35 | 1.68% |
Owen McCabe Tyche Wealth Partners LLC | 49,786 | $561,689.41 | $571,045.42 | $9,356.01 | 1.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 122 | $1,369 | $1,413.98 | $44.98 | 3.29% |
Jonathan Chatfield LM Advisors LLC | 154,456 | $1.84M | $1.79M | -$45,772.38 | -2.49% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.68M | $42.06M | $42.62M | $561,986.07 | 1.34% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 30,000 | $357,000 | $349,500 | -$7,500 | -2.1% |
Ashley Meredith Abel Hall, LLC | 22,000 | $261,800 | $252,340 | -$9,460 | -3.61% |
Chris M. Frantz Catalina Capital Group, LLC | 10,586 | $119,410 | $121,421.42 | $2,011.42 | 1.68% |
Kevyn Hill Hilltop National Bank | 6,867 | $80,641.3 | $78,764.49 | -$1,876.81 | -2.33% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,469 | $27,850 | $28,319.43 | $469.43 | 1.69% |
Lee Larson Everstar Asset Management, LLC | 23,400 | $262,080 | $268,398 | $6,318 | 2.41% |