| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 384 | $14,641.92 | $21,605.76 | $6,963.84 | 47.56% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 9,943 | $647,457.91 | $558,498.31 | -$88,959.6 | -13.74% |
| EM Erin Mccann Simplicity Wealth LLC | 60,337 | $4.36M | $3.39M | -$961,318.19 | -22.07% |
Rachel Faulk Cape Investment Advisory Inc. | 1 | $60 | $56.86 | -$3.14 | -5.23% |
Lukas Lindgren Abound Wealth Management | 258 | $18,723.64 | $14,655.69 | -$4,067.95 | -21.73% |
Victoria Latham Fiduciary Alliance LLC | 5,228 | $386,140.08 | $294,153.42 | -$91,986.66 | -23.82% |
Belena Vincetti Fortis Capital Advisors LLC | 4,300 | $317,598 | $241,359 | -$76,239 | -24% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 96,359 | $5.88M | $5.42M | -$462,401.72 | -7.86% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 86,371 | $5.34M | $4.87M | -$467,000.9 | -8.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,187 | $401,638.18 | $351,607.21 | -$50,030.97 | -12.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,894 | $123,819.35 | $106,414.39 | -$17,404.96 | -14.06% |
David Vollmer PFS Partners, LLC | 143 | $9,406 | $8,140.27 | -$1,265.73 | -13.46% |
Donald Hatcher Solutions 4 Wealth, Ltd | 18,710 | $1.22M | $1.06M | -$162,548.29 | -13.32% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $369.3 | $281.02 | -$88.28 | -23.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 800 | $51,248 | $45,424 | -$5,824 | -11.36% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,119 | $528,956.63 | $455,719.47 | -$73,237.16 | -13.85% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,067 | $653,203.85 | $571,604.26 | -$81,599.59 | -12.49% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,507 | $374,928.64 | $310,375.07 | -$64,553.57 | -17.22% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 431 | $27,880.65 | $24,269.61 | -$3,611.04 | -12.95% |
| WL Wealthcollab LLC WealthCollab, LLC | 824 | $31,420 | $46,926.8 | $15,506.8 | 49.35% |