| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 219,429 | $10.46M | $9.45M | -$1M | -9.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,310 | $1.1M | $961,114.84 | -$136,045.08 | -12.4% |
James Rankin Modern Wealth Management, LLC | 7,189 | $335,439.06 | $314,303.08 | -$21,135.98 | -6.3% |
Benj Foor Frazier Financial Advisors, LLC | 551 | $27,215.91 | $23,957.48 | -$3,258.43 | -11.97% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,366 | $265,071.6 | $231,167.29 | -$33,904.31 | -12.79% |
Jeffrey McGrath Cetera Trust Company, N.A | 6,910 | $341,380.17 | $302,519.8 | -$38,860.37 | -11.38% |
Jonathon Gold Gold Investment Management Ltd. | 30 | $1,492 | $1,286.7 | -$205.3 | -13.76% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 24,003 | $1.29M | $1.03M | -$253,471.95 | -19.69% |
Steven JE Manders BKM Wealth Management, LLC | 14,026 | $735,030.57 | $604,240.11 | -$130,790.46 | -17.79% |
Joshua Stipcich Tidemark, LLC | 8 | $444 | $347.84 | -$96.16 | -21.66% |
Wynn Capital LLC Wynn Capital, LLC | 7,210 | $364,063.31 | $310,606.81 | -$53,456.5 | -14.68% |
Rob Dainard Hara Capital LLC | 3,388 | $167,431.35 | $147,310.24 | -$20,121.11 | -12.02% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 110 | $5,314 | $4,738.8 | -$575.2 | -10.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 20,715 | $1.03M | $905,452.65 | -$124,181.86 | -12.06% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 101 | $4,508.76 | $4,415.72 | -$93.04 | -2.06% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,302 | $252,988.33 | $228,410.16 | -$24,578.17 | -9.72% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 149 | $7,380.09 | $6,418.92 | -$961.17 | -13.02% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,743 | $907,323.5 | $764,368.48 | -$142,955.02 | -15.76% |
Christopher Griffith Stablepoint Partners, LLC | 33,442 | $1.65M | $1.44M | -$211,507.77 | -12.8% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 25 | $1,441 | $1,077 | -$364 | -25.26% |