| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 60 | $4,088 | $3,046.8 | -$1,041.2 | -25.47% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 4,547 | $306,620.88 | $230,896.66 | -$75,724.22 | -24.7% |
MICHAEL DE LUZ Williams & Novak, LLC | 37,100 | $846,884.96 | $1.88M | $1.04M | 122.46% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 54,367 | $1.8M | $2.76M | $964,999.08 | 53.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 351,479 | $19.33M | $17.85M | -$1.48M | -7.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 77,346 | $2.77M | $3.93M | $1.16M | 41.83% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 7,682 | $509,270.56 | $390,091.96 | -$119,178.6 | -23.4% |
James Rankin Modern Wealth Management, LLC | 13,028 | $514,119.16 | $661,561.84 | $147,442.68 | 28.68% |
KKM Financial LLC KKM Financial LLC | 7,897 | $396,049.63 | $401,009.66 | $4,960.03 | 1.25% |
Joseph C. Gissy Tactive Advisors, LLC | 8,873 | $336,657.69 | $450,570.94 | $113,913.25 | 33.84% |
Menachem Striks Morton Capital Management LLC/CA | 11,053 | $470,899.44 | $561,271.34 | $90,371.9 | 19.19% |
David Vollmer PFS Partners, LLC | 118 | $4,999.75 | $5,992.04 | $992.29 | 19.85% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,651 | $235,648.85 | $185,397.78 | -$50,251.07 | -21.32% |
Amir Har-El Savvy Advisors, Inc. | 50,173 | $2.04M | $2.55M | $503,503.57 | 24.63% |
Owen McCabe Tyche Wealth Partners LLC | 9,810 | $524,294.05 | $498,151.8 | -$26,142.25 | -4.99% |
United Advisor Group LLC United Advisor Group, LLC | 4,369 | $297,704 | $221,857.82 | -$75,846.18 | -25.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,208 | $286,763 | $213,682.24 | -$73,080.76 | -25.48% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,506 | $233,288.89 | $279,594.68 | $46,305.79 | 19.85% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 210 | $14,288 | $10,663.8 | -$3,624.2 | -25.37% |
PETER KRUSSEL Southland Equity Partners LLC | 6,226 | $411,189.56 | $316,156.28 | -$95,033.28 | -23.11% |