| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 8,528 | $710,960.03 | $602,417.92 | -$108,542.11 | -15.27% |
| YH Yanjuan Huang Vienna Asset Management LLC | 6,409 | $517,299.99 | $453,244.48 | -$64,055.51 | -12.38% |
Michael Byun SageView Advisory Group LLC | 5,191 | $432,870.07 | $363,266.18 | -$69,603.89 | -16.08% |
James Peterson Nearwater Capital Markets Ltd. | 2.18M | $157.38M | $155.3M | -$2.08M | -1.32% |
Katie Christensen iSAM Funds UKK) Ltd | 4,500 | $324,720 | $317,295 | -$7,425 | -2.29% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 465 | $33,879.9 | $32,540.7 | -$1,339.2 | -3.95% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 12,839 | $1.14M | $907,075.35 | -$230,507.54 | -20.26% |
David K. Balsdon Harvest Portfolios Group Inc. | 53,161 | $3.82M | $3.76M | -$59,601.74 | -1.56% |
Christopher M. Marks Sterling Investment Counsel LLC | 19,813 | $1.7M | $1.41M | -$289,856.4 | -17.06% |
Mark Fiskio Empirical Asset Management LLC | 8,281 | $811,289.57 | $581,657.44 | -$229,632.13 | -28.3% |
Timothy Gerlach Novem Group | 3,541 | $316,148.74 | $248,719.84 | -$67,428.9 | -21.33% |
Jim Clark Worth Asset Management LLC | 3,675 | $330,751 | $262,101 | -$68,650 | -20.76% |
Daniel Ronan Catalyst Financial Partners LLC | 10,422 | $749,742.62 | $733,500.36 | -$16,242.26 | -2.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,729 | $1.73M | $2.76M | $1.03M | 59.91% |
Eric Dahm Range Financial Group LLC | 3,689 | $330,461.7 | $261,900.55 | -$68,561.15 | -20.75% |
Edward Lowndes Angeles Wealth Management LLC | 13,728 | $1.32M | $960,685.44 | -$356,072.03 | -27.04% |
Kevin Zemann WealthPlan Investment Management LLC | 24,730 | $1.85M | $1.76M | -$86,247.91 | -4.67% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 11,567 | $840,711 | $822,413.7 | -$18,297.3 | -2.18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 747 | $72,480.52 | $52,831.57 | -$19,648.95 | -27.11% |
John DeMarco Trajan Wealth LLC | 359,441 | $26.99M | $25.58M | -$1.41M | -5.24% |