| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 5 | $580 | $472.6 | -$107.4 | -18.52% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 60,639 | $7.79M | $5.8M | -$1.99M | -25.57% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 8,979 | $1.15M | $861,984 | -$285,723.85 | -24.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,446 | $760,421.95 | $609,275.92 | -$151,146.03 | -19.88% |
Dina Fliss Global View Capital Management LLC | 5,263 | $686,453 | $508,090.02 | -$178,362.98 | -25.98% |
NICOLE MARTIN Arlington Trust Co LLC | 280 | $34,047.71 | $26,331.2 | -$7,716.51 | -22.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 681 | $85,001.04 | $64,245.54 | -$20,755.5 | -24.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,886 | $2.65M | $3.01M | $353,157.43 | 13.3% |
James Rankin Modern Wealth Management, LLC | 47,799 | $5.75M | $4.58M | -$1.17M | -20.34% |
Amir Har-El Savvy Advisors, Inc. | 10,482 | $1.33M | $998,410.5 | -$329,488.64 | -24.81% |
United Advisor Group LLC United Advisor Group, LLC | 8,584 | $1.06M | $810,157.92 | -$248,002.92 | -23.44% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,461 | $285,380 | $233,216.66 | -$52,163.34 | -18.28% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 900 | $119,871.12 | $86,814 | -$33,057.12 | -27.58% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 38,626 | $4.08M | $3.69M | -$385,606.39 | -9.46% |
Julie Beswick Advantage Trust Co | 370 | $46,852.92 | $35,520 | -$11,332.92 | -24.19% |
Cody Gehman Stonebridge Financial Group, LLC | 63,737 | $7.19M | $6.06M | -$1.14M | -15.8% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $557 | $477.4 | -$79.6 | -14.29% |
Joshua Stipcich Tidemark, LLC | 168 | $13,854.17 | $16,004.52 | $2,150.35 | 15.52% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 43,650 | $4.06M | $4.12M | $62,583.96 | 1.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 16 | $1,987 | $1,524.4 | -$462.6 | -23.28% |