| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HP Hannah Perry Crestmont Private Wealth LLC | 9,036 | $856,193.66 | $656,962.38 | -$199,231.28 | -23.27% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,700 | $257,446 | $261,109 | $3,663 | 1.42% |
Mark Hansen Hansen & Associates Financial Group Inc. | 16,544 | $1.95M | $1.2M | -$743,262.32 | -38.18% |
Maree Sgro BG Investment Services Inc. | 2,817 | $343,070.7 | $204,331.09 | -$138,739.61 | -40.44% |
James D. King Lindenwold Advisors Inc. | 10,070 | $1.35M | $733,247.05 | -$614,946.25 | -45.61% |
William Jeffrey Draper Strategic Planning Group LLC | 146,897 | $9.73M | $10.7M | $974,013.07 | 10.01% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 10,930 | $490,781.9 | $771,330.1 | $280,548.2 | 57.16% |
Spencer Rand Five Oceans Advisors | 7,056 | $249,368.84 | $497,941.92 | $248,573.08 | 99.68% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 925,785 | $56.47M | $67.43M | $10.96M | 19.42% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 5,459 | $396,847.79 | $397,742.74 | $894.95 | 0.23% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 27,458 | $2.39M | $1.94M | -$453,719.72 | -18.97% |
Katie Smith Delos Wealth Advisors LLC | 239 | $20,556.51 | $16,866.23 | -$3,690.28 | -17.95% |
Kevin B. Crawford JB Capital LLC | 4,593 | $283,503.59 | $324,128.01 | $40,624.42 | 14.33% |
Richard Slavik Newbridge Financial Services Group Inc. | 77,657 | $7.76M | $5.66M | -$2.1M | -27.11% |
| BO Brian Oliveira Clear Street Group Inc. | 672,896 | $58.75M | $48.95M | -$9.79M | -16.67% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,390 | $87,389.1 | $98,092.3 | $10,703.2 | 12.25% |
Kurt Van Dyken Lifeworks Advisors LLC | 22,963 | $2.15M | $1.62M | -$524,955.15 | -24.47% |
| EJL Emery J. Levick US Asset Management LLC | 11,514 | $679,794.62 | $838,449.48 | $158,654.86 | 23.34% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,580 | $1.25M | $985,364.8 | -$262,859.53 | -21.06% |
Sima Elimelech Activest Wealth Management | 3,558 | $349,235.6 | $259,111.35 | -$90,124.25 | -25.81% |