| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $39.9 | $39.69 | -$0.21 | -0.53% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 11,074 | $566,213.62 | $439,527.06 | -$126,686.56 | -22.37% |
| WJ William Jollie Quent Capital LLC | 732 | $29,148.28 | $29,053.08 | -$95.2 | -0.33% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 14,413 | $660,836.05 | $572,051.97 | -$88,784.08 | -13.44% |
Dalila Toledo Ascent Group LLC | 6,436 | $238,453.8 | $255,444.84 | $16,991.04 | 7.13% |
Joseph J. Costigan apricus wealth LLC | 26,262 | $1.15M | $1.04M | -$103,997.52 | -9.07% |
Michael Byun SageView Advisory Group LLC | 1,935 | $74,246 | $76,800.15 | $2,554.15 | 3.44% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 334 | $13,203.02 | $13,256.46 | $53.44 | 0.4% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,751 | $318,169.83 | $307,637.19 | -$10,532.64 | -3.31% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 842 | $32,415.27 | $33,418.98 | $1,003.71 | 3.1% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,810 | $415,315.16 | $429,048.9 | $13,733.74 | 3.31% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 5,571 | $225,809.97 | $221,112.99 | -$4,696.98 | -2.08% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 122,079 | $5.17M | $4.85M | -$320,362.95 | -6.2% |
Mariana Coli Dunhill Financial LLC | 6 | $230.16 | $238.14 | $7.98 | 3.47% |
| DP Drew Phillips Fortitude Family Office LLC | 330 | $12,955.67 | $13,097.7 | $142.03 | 1.1% |
Brian Dechow SWAN Capital LLC | 69 | $2,562.64 | $2,738.61 | $175.97 | 6.87% |
Bert D. Barre Colonial Trust Co. / SC | 2,705 | $105,632.33 | $107,361.45 | $1,729.12 | 1.64% |
| NH Nolan Hoffmeyer Thematics Asset Management | 412,726 | $18.76M | $16.38M | -$2.38M | -12.67% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 8,595 | $329,703.89 | $341,135.55 | $11,431.66 | 3.47% |
| BP Brett Pohl Kingdom Financial Group LLC | 23,137 | $887,547.41 | $918,307.53 | $30,760.12 | 3.47% |