| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 92 | $985 | $1,000.04 | $15.04 | 1.53% |
Brian Glenn Premier Path Wealth Partners, LLC | 14,000 | $188,248.29 | $152,180 | -$36,068.29 | -19.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,322 | $740,654.39 | $547,000.14 | -$193,654.25 | -26.15% |
Owen McCabe Tyche Wealth Partners LLC | 28,632 | $355,896 | $315,095.16 | -$40,800.84 | -11.46% |
United Advisor Group LLC United Advisor Group, LLC | 20,805 | $319,107.77 | $226,150.35 | -$92,957.42 | -29.13% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 106,590 | $1.32M | $1.17M | -$150,824.68 | -11.38% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 38,197 | $530,329.26 | $413,673.51 | -$116,655.75 | -22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 96 | $1,231 | $1,043.52 | -$187.48 | -15.23% |
Chandler te Velde Maia Wealth LLC | 30,874 | $366,161 | $339,768.37 | -$26,392.63 | -7.21% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,819 | $117,606 | $117,277.96 | -$328.04 | -0.28% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 382 | $5,634.82 | $4,203.91 | -$1,430.91 | -25.39% |
Jonathan Chatfield LM Advisors LLC | 2,034 | $29,170.08 | $22,384.17 | -$6,785.91 | -23.26% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 10,016 | $110,778 | $110,226.08 | -$551.92 | -0.5% |
David P. Cushing nVerses Capital, LLC | 69,219 | $765,562 | $756,563.67 | -$8,998.33 | -1.18% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 24,107 | $287,191.16 | $264,815.39 | -$22,375.77 | -7.79% |
Lynda Bartsch Chaney Capital Management, Inc. | 119,805 | $1.73M | $1.32M | -$417,477.34 | -24.08% |
Ashley Meredith Abel Hall, LLC | 15,000 | $179,600 | $163,050 | -$16,550 | -9.21% |
Jessica Vickery BlueChip Wealth Advisors LLC | 10,837 | $146,616.61 | $119,044.44 | -$27,572.17 | -18.81% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 88,380 | $1.14M | $958,481.1 | -$176,827.59 | -15.58% |
Ian Jameson American Capital Advisory, LLC | 12,988 | $160,937.15 | $141,179.56 | -$19,757.59 | -12.28% |