| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,063 | $1.09M | $1.19M | $101,895.6 | 9.35% |
David Bach River Street Advisors LLC | 2,865 | $835,285.88 | $809,505.72 | -$25,780.16 | -3.09% |
Moises Valladares Insigneo Advisory Services LLC | 3,119 | $1.09M | $906,693.3 | -$182,550.74 | -16.76% |
John Canning Mi LLCreek Capital Advisors LLC | 920 | $323,377.08 | $259,945.99 | -$63,431.09 | -19.62% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,694 | $1.48M | $1.32M | -$156,308.72 | -10.57% |
Ashley Buboltz Moran Wealth Management LLC | 14,453 | $4.5M | $4.07M | -$430,398.35 | -9.56% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,144 | $279,696.63 | $323,237.19 | $43,540.56 | 15.57% |
Lee McGowan Monument Group Wealth Advisors LLC | 1,750 | $584,792.1 | $509,180 | -$75,612.1 | -12.93% |
David Smith Linden Thomas Advisory Services LLC | 11,498 | $3.98M | $3.24M | -$743,929.21 | -18.68% |
Ira Ravitz Beverly Hills Private Wealth LLC | 903 | $268,195.64 | $255,142.64 | -$13,053 | -4.87% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,423 | $1.23M | $967,168.62 | -$265,538.73 | -21.54% |
Paul B. Ordonio Park Place Capital Corp. | 459 | $156,174.75 | $134,156.52 | -$22,018.23 | -14.1% |
David D. Jones Applied Finance Capital Management LLC | 27,931 | $10.08M | $7.89M | -$2.19M | -21.72% |
Kevin Kroskey True Wealth Design LLC | 35 | $11,500.67 | $10,263.05 | -$1,237.62 | -10.76% |
Jill Batley Gateway Wealth Partners LLC | 2,232 | $733,433.71 | $649,065.6 | -$84,368.11 | -11.5% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 1,618 | $409,169.04 | $475,044.8 | $65,875.76 | 16.1% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 76,411 | $25.69M | $21.52M | -$4.17M | -16.22% |
Beth Zilka Baron Wealth Management LLC | 1,658 | $455,016.57 | $466,925.96 | $11,909.39 | 2.62% |
Lison Couture iA Global Asset Management Inc. | 41 | $13,472.19 | $11,546.42 | -$1,925.77 | -14.29% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 1,230 | $387,265 | $346,404.9 | -$40,860.1 | -10.55% |