| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 63,788 | $904,657.26 | $692,737.68 | -$211,919.58 | -23.43% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 11,334 | $134,646.37 | $123,143.91 | -$11,502.46 | -8.54% |
Lee Larson Everstar Asset Management, LLC | 36,551 | $406,906.72 | $397,126.61 | -$9,780.11 | -2.4% |
Michael Dziura Westfuller Advisors, LLC | 282 | $3,244.54 | $3,063.93 | -$180.61 | -5.57% |
| FFL Farrell Financial LLC Farrell Financial LLC | 19,799 | $219,283.94 | $215,116.13 | -$4,167.81 | -1.9% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 53,075 | $605,107.68 | $576,659.87 | -$28,447.81 | -4.7% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 32,271 | $372,730 | $350,624.41 | -$22,105.59 | -5.93% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 19,250 | $214,253 | $209,151.25 | -$5,101.75 | -2.38% |
Teresa Coleman Creekside Partners | 29,850 | $344,773.54 | $324,320.25 | -$20,453.29 | -5.93% |
Pines Wealth Management LLC Pines Wealth Management LLC | 82,550 | $925,667.87 | $896,905.75 | -$28,762.12 | -3.11% |
Millstone Evans Group LLC Millstone Evans Group LLC | 4,316 | $49,763 | $46,850.18 | -$2,912.82 | -5.85% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 14,077 | $153,157.76 | $152,876.22 | -$281.54 | -0.18% |
Tudor Financial Inc. Tudor Financial Inc. | 446 | $5,013.04 | $4,841.33 | -$171.71 | -3.43% |
Melinda Trachsel Fiduciary Advisors Inc. | 84,888 | $978,836.99 | $921,459.24 | -$57,377.75 | -5.86% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 22,485 | $259,252.61 | $244,074.67 | -$15,177.94 | -5.85% |
Brian Griffin Friday Financial | 18,923 | $205,882 | $205,409.16 | -$472.84 | -0.23% |
Lyn Dippel Curio Wealth LLC | 79 | $867.28 | $858.33 | -$8.95 | -1.03% |
VestGen Advisors LLC VestGen Advisors LLC | 47,662 | $548,469.01 | $517,847.63 | -$30,621.38 | -5.58% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 191 | $2,078 | $2,075.21 | -$2.79 | -0.13% |
Bradley Wilson Crews Bank & Trust | 23,255 | $267,667.92 | $253,246.95 | -$14,420.97 | -5.39% |