| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,844 | $302,533.56 | $270,886.68 | -$31,646.88 | -10.46% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 26,446 | $1.62M | $1.86M | $248,571.48 | 15.39% |
Dalila Toledo Ascent Group LLC | 23,880 | $1.59M | $1.67M | $78,505.99 | 4.93% |
| EM Erin Mccann Simplicity Wealth LLC | 4,756 | $397,537.42 | $334,489.48 | -$63,047.94 | -15.86% |
Ed West Values First Advisors Inc. | 28,601 | $2.32M | $2.02M | -$305,744.69 | -13.17% |
Christopher Schurmann Summit Investment Advisory Services LLC | 3,367 | $283,433.9 | $236,430.74 | -$47,003.16 | -16.58% |
Taro Kuriyama Axq Capita LLP | 14,241 | $1.15M | $1M | -$150,142.12 | -13.04% |
Katie Christensen iSAM Funds UKK) Ltd | 17,700 | $1.42M | $1.25M | -$175,488.57 | -12.33% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5,456 | $346,666.52 | $384,975.36 | $38,308.84 | 11.05% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,967 | $692,248.28 | $631,904.49 | -$60,343.79 | -8.72% |
Clinton Joyner ATLAS Infrastructure Partners UKK) Ltd. | 6.16M | $506.11M | $434.82M | -$71.29M | -14.09% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,556 | $285,546.8 | $250,591.32 | -$34,955.48 | -12.24% |
Mark Fiskio Empirical Asset Management LLC | 4,641 | $346,071.43 | $327,468.96 | -$18,602.47 | -5.38% |
Daniel Ronan Catalyst Financial Partners LLC | 2,589 | $209,600.83 | $182,679.84 | -$26,920.99 | -12.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,170 | $961,818.45 | $924,665.7 | -$37,152.75 | -3.86% |
Kevin Zemann WealthPlan Investment Management LLC | 5,469 | $442,818.03 | $385,892.64 | -$56,925.39 | -12.86% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,896 | $483,788.24 | $554,259.72 | $70,471.48 | 14.57% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 66,546 | $4.22M | $4.69M | $466,708.33 | 11.06% |
CJ Harrison DecisionPoint Financial LLC | 4 | $329.5 | $280.84 | -$48.66 | -14.77% |
| JG John Ginter Callan Family Office LLC | 20,285 | $1.66M | $1.42M | -$236,395.34 | -14.24% |