| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 7,375 | $364,750.2 | $486,528.75 | $121,778.55 | 33.39% |
Daniel Guy Ethos Financial Group LLC | 3,125 | $275,000 | $206,156.25 | -$68,843.75 | -25.03% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 102 | $7,556.04 | $6,728.94 | -$827.1 | -10.95% |
Moises Valladares Insigneo Advisory Services LLC | 4,539 | $401,702 | $356,538.45 | -$45,163.55 | -11.24% |
Sheila J. Lindsay Bensler LLC | 216,713 | $19.07M | $14.3M | -$4.78M | -25.04% |
Kevin Kroskey True Wealth Design LLC | 100 | $8,800 | $6,597 | -$2,203 | -25.03% |
| PIL PFG Investments LLC PFG Investments LLC | 4,612 | $365,113.5 | $304,253.64 | -$60,859.86 | -16.67% |
Courtney Holt Compound Planning, Inc. | 7,173 | $472,111.71 | $473,202.81 | $1,091.1 | 0.23% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 127,097 | $11.2M | $8.38M | -$2.81M | -25.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,792 | $332,104.78 | $382,098.24 | $49,993.46 | 15.05% |
Kevin Bresler TD Waterhouse Canada Inc. | 793 | $69,660.87 | $52,314.21 | -$17,346.66 | -24.9% |
Charles Corkery PUREfi Wealth, LLC | 2,436 | $214,368 | $160,702.92 | -$53,665.08 | -25.03% |
Ann Keitner Quantum Portfolio Management LLC | 7,438 | $546,267.28 | $584,254.9 | $37,987.62 | 6.95% |
Kent Keister Bear Mountain Capital, Inc. | 10 | $885 | $659.7 | -$225.3 | -25.46% |
Joshua Stipcich Tidemark, LLC | 58 | $4,261.68 | $4,468.32 | $206.64 | 4.85% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 7 | $616 | $461.79 | -$154.21 | -25.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 235 | $17,390 | $18,102.05 | $712.05 | 4.09% |
Michael Bailey MGB Wealth Management, LLC | 5,718 | $422,645 | $377,216.46 | -$45,428.54 | -10.75% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,996 | $265,146 | $197,646.12 | -$67,499.88 | -25.46% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,685 | $148,282.5 | $111,159.45 | -$37,123.05 | -25.04% |