| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 400 | $1,104 | $800 | -$304 | -27.54% |
Jeff Ameen Spire Wealth Management | 1,077 | $3,228.82 | $2,175.54 | -$1,053.28 | -32.62% |
Kathleen Thornhill Confluence Wealth Services Inc. | 36,305 | $104,477.42 | $76,966.6 | -$27,510.82 | -26.33% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 11,723 | $34,559.67 | $23,680.46 | -$10,879.21 | -31.48% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 81,794 | $208,652.4 | $168,495.64 | -$40,156.76 | -19.25% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 335,434 | $970,369.54 | $701,057.06 | -$269,312.48 | -27.75% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 10,717 | $31,326.18 | $21,434 | -$9,892.18 | -31.58% |
| AFL AGP Franklin LLC AGP Franklin LLC | 14,693 | $52,747.87 | $29,679.86 | -$23,068.01 | -43.73% |