| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 496 | $13,144 | $12,620.72 | -$523.28 | -3.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 380 | $9,967 | $9,648.2 | -$318.8 | -3.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,937 | $478,367.96 | $455,420.43 | -$22,947.53 | -4.8% |
David Vollmer PFS Partners, LLC | 384 | $10,349 | $9,763.2 | -$585.8 | -5.66% |
Derek Ripp Austin Wealth Management, LLC | 60,984 | $1.62M | $1.55M | -$70,615.54 | -4.36% |
Amir Har-El Savvy Advisors, Inc. | 110,536 | $2.93M | $2.81M | -$123,028.03 | -4.2% |
United Advisor Group LLC United Advisor Group, LLC | 78,609 | $2.08M | $2M | -$85,719 | -4.11% |
Setu Mazumdar Physician Wealth Solutions Inc. | 79,164 | $2.11M | $2.01M | -$96,756.05 | -4.58% |
Kate Ring Stash Investments, LLC | 12,829 | $339,969 | $326,177.32 | -$13,791.68 | -4.06% |
Kaitlyn Barnes Financial Architects, LLC | 1.56M | $40.88M | $39.67M | -$1.21M | -2.95% |
Michel Del Buono a16z Perennial Management, L.P. | 56,000 | $1.48M | $1.42M | -$61,880 | -4.17% |
Wayne Atkins VCI Wealth Management LLC | 388,909 | $10.24M | $9.88M | -$364,798.62 | -3.56% |
Kent Keister Bear Mountain Capital, Inc. | 3 | $81.36 | $76.33 | -$5.03 | -6.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 283 | $7,542.22 | $7,183.95 | -$358.27 | -4.75% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 84,954 | $2.27M | $2.16M | -$113,603.11 | -5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 32,383 | $862,095.53 | $818,318.41 | -$43,777.12 | -5.08% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 35,267 | $921,968.6 | $897,368.81 | -$24,599.79 | -2.67% |
Scott Noble Boomfish Wealth Group, LLC | 18,826 | $500,103.17 | $478,274.53 | -$21,828.64 | -4.36% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 426,553 | $11.38M | $10.85M | -$530,021.35 | -4.66% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 387,357 | $10.15M | $9.86M | -$297,495.8 | -2.93% |