| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roland Vetter West Tower Group LLC | 10,000 | $398,500 | $373,800 | -$24,700 | -6.2% |
Leigha Shepard Midwest Financial Group LLC | 13,559 | $602,915.29 | $481,886.86 | -$121,028.43 | -20.07% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 58,662 | $2.8M | $2.08M | -$711,149.35 | -25.43% |
| JC Jared Calvert Buck Wealth Strategies LLC | 157 | $6,861 | $5,607.25 | -$1,253.75 | -18.27% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 76,241 | $2.2M | $2.71M | $505,142.79 | 22.91% |
Benjamin J. Jones National Wealth Management Group, LLC | 6,541 | $285,842 | $244,502.58 | -$41,339.42 | -14.46% |
Courtney Holt Compound Planning, Inc. | 4,814 | $229,458.49 | $172,437.48 | -$57,021.01 | -24.85% |
John Shanley Aspect Partners, LLC | 10 | $437 | $346.5 | -$90.5 | -20.71% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,921 | $253,905.84 | $212,208.64 | -$41,697.2 | -16.42% |
Alicia Fuschak Avid Wealth Partners LLC | 305,083 | $8.57M | $10.93M | $2.36M | 27.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 85,469 | $3.79M | $3.04M | -$751,503.28 | -19.84% |
Jae Cho Marex Group plc | 42,214 | $1.8M | $1.51M | -$294,654.26 | -16.34% |
Kevin Bresler TD Waterhouse Canada Inc. | 379,820 | $9.52M | $13.72M | $4.2M | 44.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,102 | $333,785.77 | $292,644.24 | -$41,141.53 | -12.33% |
James Rankin Modern Wealth Management, LLC | 126,387 | $5.61M | $4.53M | -$1.08M | -19.26% |
Joseph C. Gissy Tactive Advisors, LLC | 8,247 | $224,321.37 | $308,272.86 | $83,951.49 | 37.42% |
Amir Har-El Savvy Advisors, Inc. | 7,415 | $359,113.53 | $265,049.17 | -$94,064.36 | -26.19% |
Ann Keitner Quantum Portfolio Management LLC | 1,585 | $69,265 | $56,330.9 | -$12,934.1 | -18.67% |
David W. Lewis Lewis Asset Management, LLC | 50,911 | $1.85M | $1.9M | $53,914.54 | 2.92% |
Owen McCabe Tyche Wealth Partners LLC | 4,881 | $213,300 | $173,470.74 | -$39,829.26 | -18.67% |