| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 7,164 | $208,042.57 | $203,959.08 | -$4,083.49 | -1.96% |
Daniel Bennett APS Management Group Inc. | 8,329 | $246,786.39 | $236,876.76 | -$9,909.63 | -4.02% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 87,959 | $2.62M | $2.5M | -$118,919.87 | -4.54% |
David Kennon David Kennon Inc | 52,207 | $1.45M | $1.48M | $32,071.62 | 2.21% |
Brian Matter Creative Capital Management Investments LLC | 1,333 | $38,696.99 | $37,910.52 | -$786.47 | -2.03% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $29.04 | $28.51 | -$0.53 | -1.83% |
Jeffrey Hanson Breakwater Capital Group | 140,249 | $4.11M | $3.99M | -$119,729.62 | -2.91% |
Jill Batley Gateway Wealth Partners LLC | 15,820 | $459,273 | $449,920.8 | -$9,352.2 | -2.04% |
Scott Boyce Decker Retirement Planning Inc. | 2,047 | $58,626 | $58,216.68 | -$409.32 | -0.7% |
Benjamin J. Jones National Wealth Management Group, LLC | 48,128 | $1.4M | $1.37M | -$31,911.7 | -2.28% |
Courtney Holt Compound Planning, Inc. | 25,722 | $748,776.54 | $731,533.68 | -$17,242.86 | -2.3% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,714 | $50,546.09 | $48,746.16 | -$1,799.93 | -3.56% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 21,377 | $641,952 | $607,961.88 | -$33,990.12 | -5.29% |
Elliot Kallen Prosperity Wealth Management, Inc. | 16,244 | $474,652.95 | $461,979.36 | -$12,673.59 | -2.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 43,285 | $1.26M | $1.23M | -$30,095.48 | -2.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 500 | $14,455 | $14,220 | -$235 | -1.63% |
James Rankin Modern Wealth Management, LLC | 709,247 | $20.6M | $20.16M | -$439,733.28 | -2.13% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 10,496 | $304,725.94 | $298,506.24 | -$6,219.7 | -2.04% |
Joshua Stipcich Tidemark, LLC | 162,442 | $4.72M | $4.63M | -$84,519.97 | -1.79% |
Michael Bailey MGB Wealth Management, LLC | 506 | $14,855 | $14,390.64 | -$464.36 | -3.13% |