| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 300 | $24,026 | $16,264.5 | -$7,761.5 | -32.3% |
Lukas Lindgren Abound Wealth Management | 286 | $25,311 | $15,928.77 | -$9,382.23 | -37.07% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,375 | $364,750.2 | $403,818.12 | $39,067.92 | 10.71% |
Daniel Guy Ethos Financial Group LLC | 3,125 | $275,000 | $169,812.5 | -$105,187.5 | -38.25% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 102 | $7,556.04 | $5,559.51 | -$1,996.53 | -26.42% |
Moises Valladares Insigneo Advisory Services LLC | 4,539 | $401,702 | $245,117.8 | -$156,584.2 | -38.98% |
Sheila J. Lindsay Bensler LLC | 216,713 | $19.07M | $11.92M | -$7.15M | -37.5% |
| PIL PFG Investments LLC PFG Investments LLC | 4,612 | $365,113.5 | $255,712.34 | -$109,401.16 | -29.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 127,097 | $11.2M | $7.02M | -$4.18M | -37.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,553 | $381,009.22 | $365,526.34 | -$15,482.88 | -4.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 793 | $69,660.87 | $43,004.39 | -$26,656.48 | -38.27% |
Charles Corkery PUREfi Wealth, LLC | 2,436 | $214,368 | $134,113.98 | -$80,254.02 | -37.44% |
Amir Har-El Savvy Advisors, Inc. | 3,441 | $304,547 | $190,080.84 | -$114,466.16 | -37.59% |
Ann Keitner Quantum Portfolio Management LLC | 7,438 | $546,267.28 | $403,986.04 | -$142,281.24 | -26.05% |
Kent Keister Bear Mountain Capital, Inc. | 10 | $885 | $549.95 | -$335.05 | -37.86% |
Joshua Stipcich Tidemark, LLC | 58 | $4,261.68 | $3,206.82 | -$1,054.86 | -24.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 7 | $616 | $387.03 | -$228.97 | -37.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 235 | $17,390 | $13,108.3 | -$4,281.7 | -24.62% |
Michael Bailey MGB Wealth Management, LLC | 5,718 | $422,645 | $313,232.04 | -$109,412.96 | -25.89% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,996 | $265,146 | $166,997.04 | -$98,148.96 | -37.02% |