| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 223,442 | $5.13M | $4.82M | -$302,351.36 | -5.9% |
Avi Kantor Certior Financial Group LLC | 78,831 | $1.76M | $1.71M | -$47,545.68 | -2.71% |
Jeremy Will Bestgate Wealth Advisors LLC | 279,386 | $6.09M | $6.04M | -$49,871.31 | -0.82% |
Rossby Financial LLC Rossby Financial LLC | 23,167 | $524,116.11 | $501,333.88 | -$22,782.23 | -4.35% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 58 | $1,338.97 | $1,253.67 | -$85.3 | -6.37% |
Ameriflex Group Inc. Ameriflex Group Inc. | 5,909 | $133,998.7 | $127,870.76 | -$6,127.94 | -4.57% |
Kevin Serrapede Capstone Wealth Management Group LLC | 14,278 | $327,352.98 | $308,618.97 | -$18,734.01 | -5.72% |
Binnacle Investments Inc. Binnacle Investments Inc. | 746 | $16,979 | $16,124.79 | -$854.21 | -5.03% |
Scott Pearring Seek First Inc. | 187,106 | $4.22M | $4.05M | -$172,612.04 | -4.09% |
Mike Silane 21 West Wealth Management LLC | 148,466 | $3.18M | $3.21M | $27,466.25 | 0.86% |
| AS Aryn Sands GK Wealth Management LLC | 2,091 | $44,839 | $44,914.68 | $75.68 | 0.17% |
Molly Wheeler Burk Holdings LLC | 2,431 | $55,135.01 | $52,521.75 | -$2,613.26 | -4.74% |
Basepoint Wealth LLC Basepoint Wealth LLC | 32 | $727 | $691.36 | -$35.64 | -4.9% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 965 | $21,929 | $20,848.82 | -$1,080.18 | -4.93% |