| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 4,546 | $203,910 | $192,750.4 | -$11,159.6 | -5.47% |
David Vollmer PFS Partners, LLC | 142 | $6,780 | $6,020.09 | -$759.91 | -11.21% |
Amir Har-El Savvy Advisors, Inc. | 7,552 | $318,957.92 | $319,902.72 | $944.8 | 0.3% |
Steven D Urban Urban Financial Advisory Corp | 105,223 | $4.67M | $4.45M | -$219,921.58 | -4.71% |
Jonathon Gold Gold Investment Management Ltd. | 723 | $32,397.4 | $30,857.64 | -$1,539.76 | -4.75% |
Taylor Wagner Valued Wealth Advisors LLC | 52 | $2,312 | $2,205.32 | -$106.68 | -4.61% |
Anthony Blagrove Traveka Wealth, LLC | 119,962 | $5.08M | $5.12M | $40,123.05 | 0.79% |
Kent Keister Bear Mountain Capital, Inc. | 52,396 | $2.16M | $2.24M | $74,956.38 | 3.47% |
Joshua Stipcich Tidemark, LLC | 87 | $3,988 | $3,677.92 | -$310.08 | -7.78% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 194 | $8,623 | $8,202.32 | -$420.68 | -4.88% |
| MB Matthieu Balmer Climber Capital SA | 19,300 | $844,473.42 | $816,293.5 | -$28,179.92 | -3.34% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,565 | $518,690 | $490,240.35 | -$28,449.65 | -5.48% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4 | $179 | $169.6 | -$9.4 | -5.25% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 6,594 | $281,974.98 | $279,222.93 | -$2,752.05 | -0.98% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 11,205 | $443,268.04 | $477,458.5 | $34,190.46 | 7.71% |
Douglas E. Morisoli Fairman Group, LLC | 1,089 | $46,369.78 | $46,228.05 | -$141.73 | -0.31% |
| WL Wealthcollab LLC WealthCollab, LLC | 540 | $24,754 | $22,844.7 | -$1,909.3 | -7.71% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 471 | $20,935.89 | $19,965.69 | -$970.2 | -4.63% |
Michael D. Kim Marathon Strategic Advisors, LLC | 135,847 | $5.67M | $5.74M | $73,970.55 | 1.3% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 49,656 | $2.25M | $2.1M | -$146,351.69 | -6.5% |