| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 3,425 | $343,205.21 | $340,119.62 | -$3,085.59 | -0.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49 | $5,854.52 | $5,029.36 | -$825.16 | -14.09% |
| TL Tim Leary Flow Traders U.S. LLC | 26,489 | $3.17M | $2.72M | -$444,579.7 | -14.05% |
Jeff Ameen Spire Wealth Management | 167 | $19,953.16 | $17,195.99 | -$2,757.17 | -13.82% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,487 | $775,066.76 | $643,672.57 | -$131,394.19 | -16.95% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 3,802 | $323,512.18 | $389,077.67 | $65,565.49 | 20.27% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,765 | $327,939.19 | $276,582.95 | -$51,356.24 | -15.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 150 | $17,922 | $15,382.5 | -$2,539.5 | -14.17% |