| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 400 | $1,104 | $880 | -$224 | -20.29% |
Jeff Ameen Spire Wealth Management | 1,077 | $3,228.82 | $2,326.32 | -$902.5 | -27.95% |
Kathleen Thornhill Confluence Wealth Services Inc. | 32,526 | $95,936.88 | $73,834.02 | -$22,102.86 | -23.04% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 11,702 | $34,511.16 | $26,329.5 | -$8,181.66 | -23.71% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 43,794 | $120,872 | $101,164.14 | -$19,707.86 | -16.3% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 335,434 | $970,369.54 | $774,852.54 | -$195,517 | -20.15% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 10,557 | $30,970.98 | $25,231.23 | -$5,739.75 | -18.53% |
| AFL AGP Franklin LLC AGP Franklin LLC | 14,693 | $52,747.87 | $35,850.92 | -$16,896.95 | -32.03% |