| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 14,509 | $422,044.46 | $402,842.38 | -$19,202.08 | -4.55% |
| EM Erin Mccann Simplicity Wealth LLC | 7,164 | $208,042.57 | $199,051.74 | -$8,990.83 | -4.32% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 87,959 | $2.62M | $2.45M | -$173,454.45 | -6.62% |
Rachel Faulk Cape Investment Advisory Inc. | 128 | $3,519 | $3,558.4 | $39.4 | 1.12% |
David Kennon David Kennon Inc | 51,304 | $1.43M | $1.42M | -$3,411.08 | -0.24% |
Brian Matter Creative Capital Management Investments LLC | 1,333 | $38,696.99 | $37,044.07 | -$1,652.92 | -4.27% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $29.04 | $27.76 | -$1.28 | -4.41% |
Jeffrey Hanson Breakwater Capital Group | 53,431 | $1.57M | $1.48M | -$84,600.66 | -5.4% |
Jill Batley Gateway Wealth Partners LLC | 16,151 | $468,885.34 | $447,947.98 | -$20,937.36 | -4.47% |
Scott Boyce Decker Retirement Planning Inc. | 2,047 | $58,626 | $56,763.31 | -$1,862.69 | -3.18% |
Benjamin J. Jones National Wealth Management Group, LLC | 48,128 | $1.4M | $1.34M | -$62,232.34 | -4.44% |
Courtney Holt Compound Planning, Inc. | 47,574 | $1.38M | $1.32M | -$60,813.61 | -4.4% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,714 | $50,546.09 | $47,649.2 | -$2,896.89 | -5.73% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 21,377 | $641,952 | $594,173.71 | -$47,778.29 | -7.44% |
Elliot Kallen Prosperity Wealth Management, Inc. | 16,244 | $474,652.95 | $451,014.66 | -$23,638.29 | -4.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,049 | $901,673.43 | $856,952.4 | -$44,721.03 | -4.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 500 | $14,455 | $13,900 | -$555 | -3.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,609 | $337,114 | $322,730.2 | -$14,383.8 | -4.27% |
James Rankin Modern Wealth Management, LLC | 709,247 | $20.6M | $19.71M | -$890,105.13 | -4.32% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 10,496 | $304,725.94 | $291,946.24 | -$12,779.7 | -4.19% |