| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 1.19M | $30.52M | $29.91M | -$603,294.68 | -1.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,200 | $379,731.85 | $381,672 | $1,940.15 | 0.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 255,915 | $6.58M | $6.43M | -$150,512.66 | -2.29% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 28,107 | $723,965.82 | $705,766.77 | -$18,199.05 | -2.51% |
Amir Har-El Savvy Advisors, Inc. | 10,243 | $263,744.34 | $257,201.73 | -$6,542.61 | -2.48% |
United Advisor Group LLC United Advisor Group, LLC | 64,918 | $1.67M | $1.63M | -$35,286.26 | -2.12% |
Brad Sayre Shared Vision Wealth Group LLC | 34,260 | $874,321 | $860,268.6 | -$14,052.4 | -1.61% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 144,942 | $3.72M | $3.64M | -$77,668.2 | -2.09% |
Curtis Burkholder Bare Financial Services, Inc | 854 | $22,075.69 | $21,443.94 | -$631.75 | -2.86% |
Joshua Stipcich Tidemark, LLC | 10,188 | $261,213.95 | $256,330.08 | -$4,883.87 | -1.87% |
Emily Priebe Priebe Wealth Holdings LLC | 30,774 | $778,282.05 | $772,735.14 | -$5,546.91 | -0.71% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 247 | $6,303 | $6,202.17 | -$100.83 | -1.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 90,401 | $2.31M | $2.27M | -$43,791.03 | -1.89% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 8,500 | $221,594.05 | $213,435 | -$8,159.05 | -3.68% |
Christian J. Cyr Cyr Financial Inc. | 551,730 | $14.27M | $13.85M | -$412,531.18 | -2.89% |
Chandler te Velde Maia Wealth LLC | 7,991 | $204,868.13 | $200,654.01 | -$4,214.12 | -2.06% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 77,371 | $1.98M | $1.94M | -$39,203.98 | -1.98% |
Ryan M Palmer Optimist Retirement Group LLC | 9,022 | $228,265.49 | $226,993.52 | -$1,271.97 | -0.56% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 20,242 | $528,593.32 | $509,288.72 | -$19,304.6 | -3.65% |
Darin Pilacinski True Vision MN LLC | 12,337 | $316,074 | $309,782.07 | -$6,291.93 | -1.99% |