| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lison Couture iA Global Asset Management Inc. | 2,338 | $211,856.16 | $192,300.5 | -$19,555.66 | -9.23% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 3,571 | $317,406.54 | $293,714.75 | -$23,691.79 | -7.46% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 5,469 | $562,978.99 | $449,825.25 | -$113,153.74 | -20.1% |
| PIL PFG Investments LLC PFG Investments LLC | 24,173 | $2.15M | $1.99M | -$161,532.88 | -7.51% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,536 | $396,129.39 | $373,086 | -$23,043.39 | -5.82% |
Michael Yoder Yoder Wealth Management Inc. | 32,912 | $3.14M | $2.71M | -$434,475.54 | -13.83% |
Benjamin J. Jones National Wealth Management Group, LLC | 7,050 | $609,275 | $579,862.5 | -$29,412.5 | -4.83% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 35,657 | $3.21M | $2.93M | -$275,802.63 | -8.6% |
Staci Compagno Portside Wealth Group, LLC | 3,314 | $296,172.17 | $272,576.5 | -$23,595.67 | -7.97% |
Courtney Holt Compound Planning, Inc. | 67,841 | $6.18M | $5.58M | -$603,716.23 | -9.76% |
Andrew Nall PMV Capital Advisers, LLC | 30,288 | $2.64M | $2.48M | -$156,990.57 | -5.94% |
Chad Tobin Slagle Financial, LLC | 9,327 | $886,915.36 | $767,145.75 | -$119,769.61 | -13.5% |
John Shanley Aspect Partners, LLC | 57,065 | $5.44M | $4.69M | -$748,616.29 | -13.76% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 445 | $44,002 | $36,601.25 | -$7,400.75 | -16.82% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 82,196 | $7.17M | $6.76M | -$412,205.94 | -5.75% |
Keith Henderson CULTIVAR CAPITAL, INC. | 162,788 | $15.53M | $13.39M | -$2.14M | -13.76% |
Alisha Arvold Christopher J. Hasenberg, Inc | 90,123 | $7.95M | $7.41M | -$540,738.25 | -6.8% |
Thomas Dobbins New Republic Capital, LLC | 3 | $262.07 | $248.62 | -$13.45 | -5.13% |
Alicia Fuschak Avid Wealth Partners LLC | 6,155 | $554,966.17 | $506,248.75 | -$48,717.42 | -8.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 293,397 | $26.35M | $24.13M | -$2.22M | -8.43% |